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Investments & Planning

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Jason Daron

  • LinkedIn

Financial Advisor

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Kevin Kull

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Financial Advisor​

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Maria Grandominico

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Financial Advisor

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Jodi Powers

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Financial Advisor

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Matthew Kovach

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Investment Analyst

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Brad Shook

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Financial Advisor

Client Experience & Operations 

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Lucas Evanovich

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Registered Client

Associate​

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Sherri Kirkbride

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Registered Client

Associate​

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Jackie McNeely

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Director of Compliance & Supervision

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Molly Smith

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Registered Client Associate

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Lynne Walter

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Receptionist, Client Associate​

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Sally Fields

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Senior Client Associate,
Team Lead

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  • LinkedIn

Registered Client

Associate​

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Samantha Mooney

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Marketing Director

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Archana Springer

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Senior Registered Client Associate

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Penny Hopper

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Senior Client

Associate​

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Shelby McQuigg

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Receptionist/Administrative Assistant

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Clair Reich

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Registered Account Administrator

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Dawn Spaulding

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Senior Client Associate

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