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
Pete Mullen

Pete Mullen

Relationship Manager
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning
Paul West

Paul West

CFP®

Managing Partner
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Investments
Scott Kubie

Scott Kubie

CFA®

Chief Investment Officer
Tyler Schlumpf

Tyler Schlumpf

CFA

Director of Investment Platform
Ron Carson

Ron Carson

CFP®, ChFC®

Co-Chief Investment Strategist
Brett Carson

Brett Carson

CFA

Director of Research
Jessica Golson

Jessica Golson

CIPM

Portfolio Analyst
Nick Guarino

Nick Guarino

Investment Strategist
Rick Jaster

Rick Jaster

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Consultant
Research Department
Scott Kubie

Scott Kubie

CFA®

Chief Investment Officer
Tyler Schlumpf

Tyler Schlumpf

CFA

Director of Investment Platform
Jake Bleicher

Jake Bleicher

Equity Analyst
Brett Carson

Brett Carson

CFA

Director of Research
Scott Ford

Scott Ford

RFC

Technical Strategist
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Director of Trading
Bob Wellman

Bob Wellman

Trading Specialist
Alyssa Zuck

Alyssa Zuck

Trading Specialist
Marketing
Minna Burns

Minna Burns

Vice President, Consumer Marketing