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Ailyn Castillo
Office & HR Manager | Investor Relations
Alison Cobb
Client Service Associate
Alden Gwinn
Advisor
Amanda McCarty, CFP®
Associate Advisor, Financial Planner
Amy Graham
Family Office Coordinator
Andrew Weiss
Financial Planning Associate
Brent Williams, CFA®
Portfolio Manager
Chase Ridder
Operations Associate
Dan Costello
Operations Manager
David Tschetter, CWS®
Advisor, President
Dustin Brumbaugh, CFA®
Advisor, CEO/CIO
Eli Gripp
Sr. Client Service Associate
Ella Peterson
Sr. Client Service Associate, Executive Project Manager
Henry Roberts
Advisor
John Bosworth
Senior Associate
Kaitlynn Huston
Client Service Associate
Keaton Dean
Associate Advisor
Kelli Porter, CFP®
Advisor, Director of Client Experience
Nicholas Yasbek
Managing Director
Peter Jacobs, CFA®, CFP®
Senior Portfolio Manager
Rachel Tolbert
Sr. Client Service Associate
Richard Lee
COO/CCO
Richard Tschetter
Advisor, Chairman
Travis Bomgardner, CRPC®
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