Our Team Executive Team Advisory Board Leadership Financial Professionals Advisor & Client Support Team 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 Advisory Board Tom Young Jim Thomsen Knut Olsen Drew Miceli 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 Cathy Horrell Debra Hetzer Jennifer Brandys John Horrigan Staci Bolley Susie Strong Yan Yu Megan Flanagan