Partner & Wealth Advisor, Director of Family Wealth Strategy
Ashley Steiner
Operations Associate
John Steiner
CFA®, CFP®
Director of Investment Research & Strategy
Chloe Copple
CEPA®
Partner & Wealth Advisor, Director of Business Exit Strategy
Sarah Kiminski
Director of Operations & Client Service
Joletta Pekari
Operations Associate
Miles & Genevieve McGovern
Chief Entertainment Officers
Investments
Ryan Detrick
CMT®
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
CFA®, Ph.D.
Vice President, Asset Allocation Strategist
Research Department
Kevin Zlomke
Director of Trading
Todd Knott
Senior Trader
Drew Reisdorff
Senior Trader
Kaleigh Sanders
Sr. Specialist, Trade Operations
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Matt Lewis
CLU®, CLTC®
Vice President, Insurance
Scott Berryman
Director, Trust Solutions
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Michael Barczak
CFA
VP, Retirement Plans - Investments
Tom Fridrich
JD, CLU, ChFC®
Director, Wealth Planning
Jon Fuller
Manager, Brokerage Solutions
Jody Jackson
Coordinator, AST
Josh Ream
Sr. Specialist, Internal Insurance
Michael Gruidel
CFP®
Sr. Wealth Planner
Ryan Egolf
EA
Senior Tax Planner
Tom Mullen
Senior Tax Planner
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