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      1. Leadership Team

        Joe Weaver
        Joe Weaver, CFP®
        President
         
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        Rick Biddison
        Rick Biddison
        Senior Portfolio Manager
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        Gentry Byrnes
        Gentry Barnett Byrnes
        Chief Fiduciary Officer
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        Nicole Hisler
        Senior Vice President, Director of Charitable Solutions
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        Chris Holder
        Chris Holder
        Chief Operations Officer
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        Andrew Krempp
        Andrew Krempp, J.D., MBA, CTFA, CCTS
        Senior Vice President, Director of Business Development
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        Ashley Mackendrick
        Ashley MacKendrick, CPA
        Senior Manager Financial Reporting, Planning & Analysis
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        Alan Stegeman
        Alan Stegeman
        Chief Compliance Officer
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