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Richard Alt
Gary Wagner, AIF®
Arthur G. Merriman, III, CFA
Kim Gannis, AIF®
Keith Warmbein
Advisors & Portfolio Managers
Shams Afzal, AIF®
William R. Anderson
Bryan Blackburn, CFP®
Chris Carey
Robert Carroll, CPA, CFP®, CDFA™
Winnie Coleman
Linda Fousek, CFA
Brendan A. Goldstein
Meg Halloran
Donald Haisman, CFP®
Chris Henry
Scott R. Inglis, CFA
Brent K. Luce
Elmer (Al) Meszaros, CFA
Ian Matheson
Robert O'Brien
James (Jim) Pease, CFA
Isabel (Bel) Pedrosa
Raz Pounardjian
Heidi Rose, CFP®
Howard A. Trauger
Peter A. Vanden Broeck
Keith Vargo, CFA
Chad Warmbein
Michael Woomer
Research & Trading
Gregory Halter, CFA
Doug Pease
Compliance & Operations
Stephanie Bush
Denise Delia
Mindy Mackey
MaryBeth FitzGerald
Client Service Managers
Brittany Blazey
Brandi Casey
Jodi Cowgill
Kendall Exline
Elizabeth Hammelrath
Darlene Keenan
Kyle Kopecky
Laurel Lawrence
Laura Mock
Jeffrey Omslaer
Jake Steffens
Sue Yeagley
Carol Yee
Home
Services
Investment Management
Financial Planning
Corporate Retirement Plan
Who We Serve
>
Individuals and Families
Foundations and Non Profits
Religious Entities
About
Team
Why RIA?
News & Press
Resources
Disclosures
Blog
Contact
Locations
Request for Proposal
Client Login
Talk to An Advisor
Portfolio Analysis