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Financial Advisors

Our Team

Our financial advisors are the heart of our organization. They work diligently to guide you on the path to retirement, keeping your best interest in mind.

 

Chris Lloyd, CFP®, ChFC®

Chris Lloyd, CFP®, ChFC®

Senior Vice President, Wealth Advisor

Preston Schumacher, CFP®, ChFC®

Preston Schumacher, CFP®, ChFC®

Senior Vice President, Wealth Advisor

Janean Stripe, CFP®

Janean Stripe, CFP®

Regional Vice President, Wealth Advisor

John Ellis, CFP®

John Ellis, CFP®

Vice President, Wealth Advisor

Catherine Ford, CFP®

Catherine Ford, CFP®

Vice President, Wealth Advisor

Jonathan Savona, CFP®

Jonathan Savona, CFP®

Vice President, Wealth Advisor

Timothy J. Shea, CFP®

Timothy J. Shea, CFP®

Vice President, Wealth Advisor

Rashard J. Cook

Rashard J. Cook

Wealth Advisor

Ara Freedman

Ara Freedman

Wealth Advisor

Brenda Knudsen

Brenda Knudsen

Wealth Advisor

John Prokos, RFP®, RFC®

John Prokos, RFP®, RFC®

Wealth Advisor

Ronnie R. Sanchez

Ronnie R. Sanchez

Wealth Advisor

Nia-Emani Adams

Nia-Emani Adams

Financial Advisor

Brandon Hibdon, CFP®

Brandon Hibdon, CFP®

Financial Advisor

Chris Panagiotu, CRPS®

Chris Panagiotu, CRPS®

Financial Advisor

David X. Williams

David X. Williams

Financial Advisor