Compliance & Legal
JoAnn Abt

JoAnn Abt

JD

Corporate Counsel
Financial Advisors
Jeremy Willner

Jeremy Willner

Financial Advisor
Michelle Herickhoff

Michelle Herickhoff

Financial Advisor
Rick Wurst

Rick Wurst

Financial Advisor
Insurance Specialists
Barb Hess

Barb Hess

Insurance Specialist
Amanda Vanderwerf

Amanda Vanderwerf

Insurance Specialist
Operations
Kayla Loesch

Kayla Loesch

Client Service Associate
Alison Martinson

Alison Martinson

Client Service Associate
Raevon Willner

Raevon Willner

Client Service Associate
Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Tyler Schlumpf

Tyler Schlumpf

CFA

Director of Investment Platform
Ron Carson

Ron Carson

CFP®, ChFC®

Co-Chief Investment Strategist
Brett Carson

Brett Carson

CFA

Director of Research
Jessica Golson

Jessica Golson

CIPM

Portfolio Analyst
Nick Guarino

Nick Guarino

Investment Strategist
Rick Jaster

Rick Jaster

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Consultant
Research Department
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Tyler Schlumpf

Tyler Schlumpf

CFA

Director of Investment Platform
Jake Bleicher

Jake Bleicher

Equity Analyst
Brett Carson

Brett Carson

CFA

Director of Research
Scott Ford

Scott Ford

RFC

Technical Strategist
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Director of Trading
Bob Wellman

Bob Wellman

Trading Specialist
Alyssa Zuck

Alyssa Zuck

Trading Specialist
Wealth Enhancement Group
Pete Mullen

Pete Mullen

Relationship Manager
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

Vice President, Trust Services
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning
Paul West

Paul West

CFP®

Managing Partner
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning