- Richard Knepfler Chief Financial Officer, CPA
- Kimberly Key Chief Compliance Officer, CRCP®, JD
- Todd Sampson Managing Director | Wealth Advisory Operations
- Charles Rainbolt Managing Director | Risk Management
- Deb Minnick Senior Vice President | Private Wealth Management, CFP®
- Thomas Collins II Senior Vice President | Private Wealth Management, CFP®, CIMA®
- Daniel Howell Vice President | Private Wealth Management, CFP®
- Mark Matten Associate Advisor | Private Wealth Management
- Susie Mulry Director of Human Resources & Operations
- Pattie Imperial Strategic Talent Acquisition Director
- Vivien Preece Director of Insurance Services
- Samantha Nalbach Director of Marketing
- Cassie Bishop Vice President | Client Services
- Devon Preece Senior Underwriter | Insurance
- Mikaela Hutton Senior Client Services Manager
- Grant Matricciani Client Services Manager
- Brittany Cankar Client Services Manager
- Tyler Knight Strategic Operations Associate
- Sashane Johnson Marketing Associate
- Victoria Freemyer Client Services | Operations
- Joshua Pilling Information Technology and Facilities Manager