Our Wealth Management Advisors

Al Papa

Managing Director

Alex Wallerich

Senior Advisor

Billy Gese

Assistant Vice President

Brady Ririe, CFP^®, CRPS^®

Senior Vice President, Wealth

Brett Cole, CFP^®, AIF^®, RICP^®

Senior Advisor, Wealth and Retirement

Brian Jaroskinski, MSFS, CFP™, ChFC^®, AEP^®, CASL^®, RICP^®

Senior Advisor

Brielle Parkinson, CFP^®

Advisor Associate, Wealth

Chuck Bracht

Vice President, Business Development

Collin Deysher, CPFA

Financial Advisor, Wealth and Retirement

Dallin Griffin, CFP^®, CEPA^®

Associate Vice President, Certified Exit Planning Advisor

Dan Cornwell

Managing Director

Dan Taylor

Vice President

Dustin Willing, CPFA

Financial Advisor, Wealth and Retirement

Easton Dickson, CFP^®, CRPC^®

Associate Vice President, Wealth

Eric Loyd, CFP^®, CPFA^®

Vice President, Retirement

Frank Evangelist

Vice President

Geoff Reeves, CRPC^®

Associate Vice President, Wealth

J. Timothy Corle, CFP<sup>®</sup>, CPC, CPFA

J. Timothy Corle, CFP^®, CPC, CPFA

Senior Vice President, Wealth and Retirement

Jake Gutke, CFP^®, CRPC^®

Vice President, Wealth

Jay Cavanagh

Director, Wealth Transfer

Jerry Korchak

Investment Advisor

Jim Adam

Wealth Advisor

Jim Stehr

Assistant Vice President

Joey Delaney

Senior Associate

Kade McKell, CFP^®

Associate Vice President, Wealth

Keith Sproles, MBA, CFS^®

Vice President, Retirement

Vice President

Advisor

Managing Director

Wealth Management

Senior Vice President

Michael Hoch

Wealth Management

Michael T. Crump, CFP^®, ChFC^®

Vice President, Senior Financial Advisor

Mike Velin, CPWA^®, CFP^®, MBA

Senior Advisor

Mike Levine, CLU^®, ChFC^®, AIF^®

Wealth and Retirement

Nick Walker, CFP^®

Senior Advisor, Wealth Management

Patrick Robinson, CFP^®, AAMS^®

Paul Gibert, CFP^®, CIMA^®

Senior Vice President, Wealth Management

Rick Holland, AIF^®

Senior Advisor

Rizek Housari, CPA, CFP^®

Associate Vice President, Wealth

Rob Kania

Wealth Management

Ron Mortellaro

Investment Advisor

Sara Norell, CFP^®

Vice President, Wealth Management & Financial Education

Steve Festler

Senior Advisor

Steve Curry, CFP^®

Senior Vice President

Steve Jans

Wealth Management National Practice Leader

Steve Prom, CFP^®, MSF

Vice President

Taylor Willox

Senior Advisor

Timothy Fazzini

Sales Associate

Trevor Coe, CFP^®

Financial Advisor
Wealth and Retirement

William Street, JD, CFP^®, AEP^®

Associate Vice President, Wealth

Zachary Levine

Financial Advisor
Wealth Management

Brady Ririe, CFP^®, CRPS^®

Senior Vice President, Wealth

Brett Cole, CFP^®, AIF^®, RICP^®

Senior Advisor, Wealth and Retirement

Brian Jaroskinski, MSFS, CFP™, ChFC^®, AEP^®, CASL^®, RICP^®

Senior Advisor

Brielle Parkinson, CFP^®

Advisor Associate, Wealth

Dallin Griffin, CFP^®, CEPA^®

Associate Vice President, Certified Exit Planning Advisor

Easton Dickson, CFP^®, CRPC^®

Associate Vice President, Wealth

Eric Loyd, CFP^®, CPFA^®

Vice President, Retirement

J. Timothy Corle, CFP^®, CPC, CPFA

Senior Vice President, Wealth and Retirement

Jake Gutke, CFP^®, CRPC^®

Vice President, Wealth

Kade McKell, CFP^®

Associate Vice President, Wealth

Mack Farley

Advisor

Mei Au, CPA, CFP^®

Senior Vice President

Mike Velin, CPWA^®, CFP^®, MBA

Senior Advisor

Nick Walker, CFP^®

Senior Advisor, Wealth Management

Paul Gibert, CFP^®, CIMA^®

Senior Vice President, Wealth Management

Rizek Housari, CPA, CFP^®

Associate Vice President, Wealth

Rob Kania

Wealth Management

Sara Norell, CFP^®

Vice President, Wealth Management & Financial Education

Steve Curry, CFP^®

Senior Vice President

Steve Prom, CFP^®, MSF

Vice President

Taylor Willox

Senior Advisor

Trevor Coe, CFP^®

Financial Advisor
Wealth and Retirement

William Street, JD, CFP^®, AEP^®

Associate Vice President, Wealth

Al Papa

Managing Director

Kevin Bates

Vice President

Mike Levine, CLU^®, ChFC^®, AIF^®

Wealth and Retirement

Brian Jaroskinski, MSFS, CFP™, ChFC^®, AEP^®, CASL^®, RICP^®

Senior Advisor

Mike Levine, CLU^®, ChFC^®, AIF^®

Wealth and Retirement

J. Timothy Corle, CFP^®, CPC, CPFA

Senior Vice President, Wealth and Retirement

Mike Velin, CPWA^®, CFP^®, MBA

Senior Advisor

Alex Wallerich

Senior Advisor

Billy Gese

Assistant Vice President

Brady Ririe, CFP^®, CRPS^®

Senior Vice President, Wealth

Brett Cole, CFP^®, AIF^®, RICP^®

Senior Advisor, Wealth and Retirement

Brielle Parkinson, CFP^®

Advisor Associate, Wealth

Chuck Bracht

Vice President, Business Development

Collin Deysher, CPFA

Financial Advisor, Wealth and Retirement

Dallin Griffin, CFP^®, CEPA^®

Associate Vice President, Certified Exit Planning Advisor

Dan Cornwell

Managing Director

Dan Taylor

Vice President

Dustin Willing, CPFA

Financial Advisor, Wealth and Retirement

Easton Dickson, CFP^®, CRPC^®

Associate Vice President, Wealth

Frank Evangelist

Vice President

Geoff Reeves, CRPC^®

Associate Vice President, Wealth

Jake Gutke, CFP^®, CRPC^®

Vice President, Wealth

Jay Cavanagh

Director, Wealth Transfer

Jerry Korchak

Investment Advisor

Jim Adam

Wealth Advisor

Jim Stehr

Assistant Vice President

Joey Delaney

Senior Associate

Kade McKell, CFP^®

Associate Vice President, Wealth

Keith Sproles, MBA, CFS^®

Vice President, Retirement

Marty Nanne

Managing Director

Matthew Swanson

Wealth Management

Michael Hoch

Wealth Management

Mike Levine, CLU^®, ChFC^®, AIF^®

Wealth and Retirement

Rick Holland, AIF^®

Senior Advisor

Rizek Housari, CPA, CFP^®

Associate Vice President, Wealth

Ron Mortellaro

Investment Advisor

Steve Festler

Senior Advisor

Steve Jans

Wealth Management National Practice Leader

Timothy Fazzini

Sales Associate

Trevor Coe, CFP^®

Financial Advisor
Wealth and Retirement

William Street, JD, CFP^®, AEP^®

Associate Vice President, Wealth

Zachary Levine

Financial Advisor
Wealth Management

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Our Wealth Management Advisors