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
