Our Team

Team Members In

Advisors

Ryan Baney

CFP®, ChFC®

Vice President, Wealth Advisor

Andrew Barrett

Senior Vice President, Wealth Advisor

Edwin Barton

Vice President, Wealth Advisor

Don Bentley

CFP®, RICP®, AIF

Vice President, Wealth Advisor

Scott Berry

CFA®

Vice President

Mandy Blankenship

CFP®, Series 65

Senior Director, Wealth Advisor

Christine Boehnlein

CRPC, AWMA

Senior Director, Wealth Advisor

Jill Branthoover

CFP®, AEP®, Series 6

Vice President, Wealth Advisor

Jason Budrick

CFP®, AWMA, AIF

Vice President, Wealth Advisor

Bob Casarona

CFP®, AWMA, MS

Director, Wealth Advisor