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Jon Carroll
Field Director / Financial Advisor
Caroline Clark
Client Service Associate
Ragland Coxe
Financial Advisor
Jason Creech
CFO / OSJ Manager
James Dejter
Financial Advisor
Gavin Dooley
Financial Advisor
Ethan Early
Client Service Associate
Jack Felix
Financial Advisor
Britt Gilbert
CEO / Managing Partner
Nathan Heinlein
Financial Consultant
Michael Henry
Financial Advisor
Katelyn Krumwiede
Administrative Assistant
Rhett Lindler
Financial Advisor
Lindsay Loignon
Financial Advisor
Sam McBride
Financial Advisor
Paul Newell
Financial Advisor
Nicholas Pavia
Director of Medical Division / Financial Advisor
Alex Roliczek
Financial Advisor
Kristin Schwalbe
New Business Processor
Keating Simons
OSJ Principal
Jack Solen
Financial Advisor
Ashley Stoll
Client Service Associate
Tyler Tenaglia
Investment Consultant
Noah Tremaine
Financial Consultant
Todd Turner CEPA®
Financial Advisor
Ellerie Walker
Practice Manager
Heather Wanner
Marketing & Recruiting Manager
Emily Welsh FPQP®
Financial Paraplanner
John Welsh
Financial Advisor
Clark Wilson
Financial Advisor
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