Executive Team

Jeff Dollarhide, CFP®

EXECUTIVE CHAIRMAN
Special Designations:
ChFC®, CLU®, AIF®, CFBS, CLTC®

Josh Miceli, CFP®

CHIEF EXECUTIVE OFFICER

Gregg Knudten

PRESIDENT
Special Designations:
ChFC®, CLU®

Mark Sollomi

EXECUTIVE VICE PRESIDENT

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