Advisors

Advisors

The greatest asset we have to offer is the expertise of our professionals. Meet our Advisors.

James Risalvato

James Risalvato

Financial Advisor
Alyse Dominguez

Alyse Dominguez, ChFC®, MS

Financial Advisor
Headshot of Evan McGrath

Evan McGrath, ChFC®, CRPC®, CEPA®

Financial Advisor
Headshot of Bret Butcher

Bret Butcher, CFP®, MBA

Financial Advisor
Headshot of Patrick Fisk

Patrick Fisk, CFP®, ChFC®

Financial Advisor
Headshot of Rutledge Gordon

Rutledge Gordon, CRPC®

Managing Director
Headshot of Robert Gecker

Robert Gecker, CRPC®

Financial Advisor
Headshot of Gary Krasnov

Gary Krasnov, AIF®, CLTC®

Regional Director, Financial Advisor
Headshot of Paul Ochel

Paul Ochel, CFP®

Managing Director
Headshot of Mark Rubey

Mark Rubey, CFP®

Financial Advisor
Headshot of Kat Schraeder

Kat Schraeder, CFP®

Sr. Vice President of Client Relations and Delivery
Headshot of Joshua Garcia

Joshua Jacobi Garcia, CFP®, ADPA®

Financial Advisor
Headshot of Todd Smith

Todd Smith, CFP®

Financial Advisor
Headshot of Karl Petersen

Karl Petersen

Director of Business Development

Fazley Rashid

Financial Advisor

Steve Hruby, CFP®

Financial Advisor

Renee Nenninger

Financial Advisor

Peter Abi-Nader, CFP®

Financial Advisor

Nicole Mayer, AIF®, BFA, CDFA®, RFC®

Partner Advisor

Michael Bubel, CRPC®

Financial Advisor

Mark Shone, CFP®

Partner Advisor
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Kelly Richards

Partner Advisor

Jeremy Murray, CFP®, AIF®, CRPS®

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Eric Chetwood, CFP®

Partner Advisor
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Dexter Lamb

Financial Advisor

Blake Davelaar, CFP®

Financial Advisor
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Austin McDaniel, MBA, CFA , CFP®

Partner Advisor
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Amy Bertle, CFP®

Financial Advisor

Allegra Swan, CFP®

Financial Advisor
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Adam Kint, CFP®

Financial Advisor
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Sean Rayburn, CFP®, ChFC®

Financial Advisor
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Darren Dindinger, MBA, CFP®️, CRPC®️

Financial Advisor