Your Team

Wealth Advisors

Tim Bearden

CFP®, ChFC
CEO, Senior Wealth Advisor

Lisa M. Mazzola

CFP®
Senior Wealth Advisor

Taylor Maks

Wealth Advisor

Evan Topor

Wealth Advisor

Tyler Silverthorn

CFP®, AIF®
Wealth Advisor

Colin Casey

CFP®
Wealth Advisor

Richard Gibbs

ChFC®, CLU®
Senior Wealth Advisor

Team Members

Mike Lee

Chief Operations Officer

Kayla Berger

Partner Consultant

Jessica Schultz

Client Service Associate

Adam Legg

RICP®
Client Service Associate

Donny Cizek

Client Service Associate 

Luisa Recchia

Leadership Coaching | Special Projects

Calen Sutton

Marketing Director

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Shane Weaver

Director of Operations

Paul Ganow

Financial Professional

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner

Research Department

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Senior Trade Support Specialist