Our Wealth Management Advisors

Al Papa

Managing Director

Alex Wallerich

Senior Advisor

Billy Gese

Assistant Vice President

Brad Larsen, AIF, NQPC, CHSA, CKP

Managing Director, Wealth and Retirement

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

Emily Einwalter

Advisor

Eric Loyd, CFP^®, CPFA^®

Vice President, Retirement

Frank Evangelist

Vice President

Geoff Reeves, CRPC^®

Associate Vice President, Wealth

J. Timothy Corle, CPC, CPFA, CFP^®

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

Kevin Bates

Vice President

Mack Farley

Advisor

Marcel J. Dupré, JD/MBA, CPFA, ESG(k)

Senior Plan Advisor

Marty Nanne

Managing Director

Matthew Swanson

Wealth Management

Mei Au, CPA, CFP^®

Senior Vice President

Michael Hoch

Wealth Management

Michael T. Crump, CFP^®, ChFC^®

Vice President, Senior Financial Advisor

Mike Velin, CPWA^®, CFP^®, MBA

Senior Advisor

Nick Walker, CFP^®

Senior Advisor, Wealth Management

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

Senior Vice President, Wealth Management, and Financial Advisor

Steve Prom, CFP^®, MSF

Vice President

Taylor Willox

Senior Advisor

Timothy Fazzini

Sales Associate

William Street, JD, CFP^®, AEP^®

Associate Vice President, Wealth

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, CPC, CPFA, CFP^®

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

William Street, JD, CFP^®, AEP^®

Associate Vice President, Wealth

Al Papa

Managing Director

Kevin Bates

Vice President

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

Senior Advisor

J. Timothy Corle, CPC, CPFA, CFP^®

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

Emily Einwalter

Advisor

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

Managing Director

Wealth Management

Wealth Management

Senior Advisor

Rizek Housari, CPA, CFP^®

Associate Vice President, Wealth

Ron Mortellaro

Investment Advisor

Steve Festler

Senior Advisor

Steve Jans

Senior Vice President, Wealth Management, and Financial Advisor

Timothy Fazzini

Sales Associate

William Street, JD, CFP^®, AEP^®

Associate Vice President, Wealth

Business Insurance Best Place To Work 2025

Our Wealth Management Advisors