Wealth Advisors
William Riley

William Riley

ChFC®, CLU®, WMS, MBA

Chief Executive Officer
Jonathan Loeffler

Jonathan Loeffler

VP of Acquisitions & Wealth Manager
Operations
Chad Barnett

Chad Barnett

VP of Operations
Juanita O’ Dell

Juanita O’ Dell

Office Manager
Robin Peel Joe

Robin Peel Joe

Receptionist, Office Operations
Susan Smith

Susan Smith

Client Services Manager
Wealth Enhancement Group
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Director of Retirement Research
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner
Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Brett Carson

Brett Carson

CFA®

Director of Research
Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Research Department
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Brett Carson

Brett Carson

CFA®

Director of Research
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Alyssa Zuck

Alyssa Zuck

Trading Specialist