Executive Team
Jeff Dollarhide, CFP®
EXECUTIVE CHAIRMAN
Josh Miceli, CFP®
CHIEF EXECUTIVE OFFICER
Gregg Knudten
PRESIDENT
Mark Sollomi
EXECUTIVE VICE PRESIDENT
Advisory Board
Leadership
Chinh Nguyen
SR. VICE PRESIDENT
Dana Smolik
CHIEF OF STAFF
Daniel Schmaltz, CFP®
SVP OF ADVISOR GROWTH
Dave Kroll
FIRM SUPERVISORY OFFICER - CLU®, ChFC®
Jason Robinson, CFP®
SR. VICE PRESIDENT - ChFC®, CLU®, CLTC®
Kelly Sese
DIRECTOR OF RECRUITING
Miranda McGuire
CHIEF OPERATING OFFICER
Sue Kuraja
BROKERAGE DIRECTOR
Teig Hauer, CFP®
FINANCIAL PLANNING DIRECTOR
Tom House
INVESTMENT SPECIALIST
Financial Professionals
Brian Fenn
WEALTH MANAGEMENT ADVISOR
Joe Scheid
WEALTH MANAGEMENT ADVISOR - AIF®, CEPA®, CFBS, CLTC®
Lindsay Miceli, CFP®
WEALTH MANAGEMENT ADVISOR - AIF®, RICP®
Max Dembow, CFP®
WEALTH MANAGEMENT ADVISOR - AIF®, CFBS, ChFC®, CLTC®
Nick Homer
WEALTH MANAGEMENT ADVISOR - AIF®
Nick Penido
WEALTH MANAGEMENT ADVISOR - CLTC®
Ryan Klose
WEALTH MANAGEMENT ADVISOR
Stacey Wisman
WEALTH MANAGEMENT ADVISOR - CLU®, ChFC®
Alexander Panos, CPWA®
FINANCIAL ADVISOR - BFA™
Austin Aguilar
FINANCIAL ADVISOR
Blake Sypher
FINANCIAL ADVISOR
Dan Mullen
FINANCIAL ADVISOR
John Haas
FINANCIAL ADVISOR
John Nagel, BFA™
FINANCIAL ADVISOR
Justin Schumate
FINANCIAL ADVISOR
Kael Cheatham
FINANCIAL ADVISOR
Karen Starbowski
FINANCIAL ADVISOR - CLU®, ChSNC®
Lauren Ely
FINANCIAL ADVISOR
Oscar Guerrero Gazcon
FINANCIAL ADVISOR
Stephanie Ellsworth
FINANCIAL ADVISOR
Amber Nabity Stitt
FINANCIAL SERVICES PROFESSIONAL
Bob Homer
FINANCIAL SERVICES PROFESSIONAL
Dylan Carter
FINANCIAL SERVICES PROFESSIONAL
Ed Sandidge
FINANCIAL SERVICES PROFESSIONAL
Griffin Gaughran
FINANCIAL SERVICES PROFESSIONAL
Gunnar Myers
FINANCIAL SERVICES PROFESSIONAL
Huong Le
FINANCIAL SERVICES PROFESSIONAL
Hy Nguyen
FINANCIAL SERVICES PROFESSIONAL
Isabel Bezotte
FINANCIAL SERVICES PROFESSIONAL
Jackson Beresford
FINANCIAL SERVICES PROFESSIONAL
LuisFernando Rodriguez
FINANCIAL SERVICES PROFESSIONAL
Sam Post
FINANCIAL SERVICES PROFESSIONAL
Steve Horrell
FINANCIAL SERVICES PROFESSIONAL
Usman Nabi
FINANCIAL SERVICES PROFESSIONAL
Hanh To
FINANCIAL SERVICES PROFESSIONAL
Jeffrey Williams
FINANCIAL SERVICES PROFESSIONAL
Sedjro Hounkonnou
FINANCIAL SERVICES PROFESSIONAL
Hope Nguyen
FINANCIAL SERVICES PROFESSIONAL
Tran Truong
FINANCIAL SERVICES PROFESSIONAL
Kaitlyn Hathcock
FINANCIAL SERVICES PROFESSIONAL
Stephanie Simpson
FINANCIAL SERVICES PROFESSIONAL
Hanh Dinh
FINANCIAL SERVICES PROFESSIONAL
Advisor & Client Support Team
