Alex J. Moss, CFP®

Alex J. Moss, CFP®


Partner, Wealth Advisor

Ashley Corban

Ashley Corban


Partner, Chief Financial and People Officer

Ashley H. Healy

Ashley H. Healy


P&C Insurance Advisor

Bethany C. Wilmoth

Bethany C. Wilmoth


Director of Portfolio Accounting

Blair C. Cunningham, CPA, CFP®

Blair C. Cunningham, CPA, CFP®


Partner, Wealth Advisor

Blake M. Williams, MBA, AFC®, CFP®

Blake M. Williams, MBA, AFC®, CFP®


Partner, Wealth Advisor, Board Member

Bradley K. Kaufman, CAIA

Bradley K. Kaufman, CAIA


Director of Alternative Investments

Brian W. Frey, CFP®

Brian W. Frey, CFP®


Partner, Wealth Advisor

C. Bryan Craig, CFP®

C. Bryan Craig, CFP®


Partner, Wealth Advisor

Catie Hochstetler, CFP®, MBA

Catie Hochstetler, CFP®, MBA


Wealth Advisor

Chadwick L. Hunt

Chadwick L. Hunt


Director of Fund Management

Chuck G. Gray, CFP®

Chuck G. Gray, CFP®


Partner, Wealth Advisor

Clara C. Parris, CFP®

Clara C. Parris, CFP®


Partner, Wealth Advisor

Colin Sturgis, CFP®

Colin Sturgis, CFP®


Partner, Wealth Advisor

Crystal Cooper Mathis

Crystal Cooper Mathis


Partner, Chief Marketing Officer

Dan Dubay, CFP®

Dan Dubay, CFP®


Partner, Wealth Advisor

David S. Fisher, CPA, CFA®, CFP®

David S. Fisher, CPA, CFA®, CFP®


Senior Advisor, Chief Wealth Officer, Board Member, Co-Founder

Doug Liptak, CFP®, CPA

Doug Liptak, CFP®, CPA


Senior Advisor, Chief Strategy Officer, Board Member, Co-Founder

Elizabeth (Liz) DiPaolo, CFP®

Elizabeth (Liz) DiPaolo, CFP®


Partner, Wealth Advisor

Elizabeth Burdette, JD, CAP®

Elizabeth Burdette, JD, CAP®


Philanthropic Advisor

Evan Carter, CFP®, MDiv

Evan Carter, CFP®, MDiv


Partner, Wealth Advisor

Hank Estep, CFP®

Hank Estep, CFP®


Wealth Advisor

Heather Robertson Fortner, MS, IACCP®

Heather Robertson Fortner, MS, IACCP®


Chair, Chief Executive Officer

Isabel F. Berbert

Isabel F. Berbert


Partner, Wealth Advisor

Isobo Amaso, CFP®, CTS™

Isobo Amaso, CFP®, CTS™


Wealth Advisor

James E. Tally II, CTFA, CFP®

James E. Tally II, CTFA, CFP®


Partner, Wealth Advisor

James P. Yost, CFP®, CAIA®, CTS™

James P. Yost, CFP®, CAIA®, CTS™


Partner, Wealth Advisor

Jamie McCusker Gentry, CFP®

Jamie McCusker Gentry, CFP®


Partner, Wealth Advisor

Jay Loyd, CPA, CFP®

Jay Loyd, CPA, CFP®


Partner, Wealth Advisor

JD Thacker, CFP®

JD Thacker, CFP®


Partner, Wealth Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Partner, Chief Planning Officer

Jessica Soto, SHRM-SCP

Jessica Soto, SHRM-SCP


Director of People and Culture

Jonathan A. Galvis, CAIA, CFA®

Jonathan A. Galvis, CAIA, CFA®


Director of Portfolio Management

Katie Amy

Katie Amy


Partner, Chief Compliance Officer

Keilah Everett Barikos

Keilah Everett Barikos


Director of Element Operations

Kimberly B. Stewart

Kimberly B. Stewart


Director of Service

Laura A. Hubbell, CFA®

Laura A. Hubbell, CFA®


Partner, Chief Information Officer

Leah Maybry, CPA

Leah Maybry, CPA


Partner, Wealth Advisor

Margaret Huang Casey, CFP®️

Margaret Huang Casey, CFP®️


Partner, Chief Service Officer

Maria McCool

Maria McCool


Partner, Director of P&C Insurance

Matt Barber, CFA®, CFP®

Matt Barber, CFA®, CFP®


Partner, Wealth Advisor

McKenna H. Law, CFP®

McKenna H. Law, CFP®


Wealth Advisor

Philip Beatty, CPA, CFP®, CEPA

Philip Beatty, CPA, CFP®, CEPA


Partner, Wealth Advisor

Phoebe Addice, CPCU®, AAI®, API™, AIS™

Phoebe Addice, CPCU®, AAI®, API™, AIS™


P&C Insurance Advisor

R. Kameron Besson

R. Kameron Besson


Partner

Russ Cearley, CFA®

Russ Cearley, CFA®


Partner, Senior Advisor, Board Member

S. Todd Sheets, CFA®, CAIA®

S. Todd Sheets, CFA®, CAIA®


Partner, Wealth Advisor, Board Member

Stacy Schurter, CLU

Stacy Schurter, CLU


Director of Life, Long-term Care, Annuities, and Disability Insurance

Tim Maurer, CFP®, RLP®

Tim Maurer, CFP®, RLP®


Chief Advisory Officer

Tom W. Clarke

Tom W. Clarke


Partner, Director of Investments

Tony Welch, CFA®, CFP®, CMT

Tony Welch, CFA®, CFP®, CMT


Partner, Chief Investment Officer

Tyler D. Reams, CFP®

Tyler D. Reams, CFP®


Partner, Wealth Advisor, Board Member

Victoria K. Shackley, JD, LLM, CFP®

Victoria K. Shackley, JD, LLM, CFP®


Partner, Wealth Advisor

Wade Hill, CFA®, CFP®

Wade Hill, CFA®, CFP®


Partner, Wealth Advisor

Walter Chamblee

Walter Chamblee


Partner, Chief Technology Officer

Aakash Panchal

Aakash Panchal


Portfolio Analyst

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Senior Planning Associate

Alondra Martinez

Alondra Martinez


Initiative Executive Assistant

Ama Yates-Ekong

Ama Yates-Ekong


Portfolio Accounting Specialist

Andrew Foray, CFP®

Andrew Foray, CFP®


Senior Planning Associate

Ari Garcia Diaz

Ari Garcia Diaz


Planning Associate

Ashley Worley

Ashley Worley


System Administrator

Audrey Haney, CFP®

Audrey Haney, CFP®


Senior Planning Associate

Augie Lienert

Augie Lienert


Planning Associate

Brandon R. Simmons, CFP®

Brandon R. Simmons, CFP®


Planning Associate

Charity A. Swan

Charity A. Swan


Senior Client Care Associate

Christina Datillo

Christina Datillo


Executive Assistant to the CEO

Colleen Barnes

Colleen Barnes


Client Care Associate

Danielle Dunagan

Danielle Dunagan


Client Care Associate

Eliza Felgenhauer, J.D.

Eliza Felgenhauer, J.D.


Compliance Associate

Elizabeth R. Pickett

Elizabeth R. Pickett


Senior Portfolio Reporting Manager

Emily Fleming

Emily Fleming


Planning Associate

Emily Page

Emily Page


Senior Client Care Associate

Emily Roberts

Emily Roberts


Senior Client Care Associate

Erin Bruce, AFC®, CFP®

Erin Bruce, AFC®, CFP®


Planning Associate

Evelyn B. Green

Evelyn B. Green


Senior Finance Associate

Ian McGraw, CFP®

Ian McGraw, CFP®


Planning Associate

Jackie Broe

Jackie Broe


Senior Client Care Associate

Jennifer Ade

Jennifer Ade


Office Manager

Jennifer L. Gay

Jennifer L. Gay


Senior Client Care Associate

Kade Scott

Kade Scott


Portfolio Analyst

Kahaia Lewis

Kahaia Lewis


Alternatives Operations Associate

Kelly J. Becker

Kelly J. Becker


Initiative Executive Assistant

Kelly Rowswell

Kelly Rowswell


Client Care Associate

Kevin Esbenshade

Kevin Esbenshade


Senior Alternatives Portfolio Accounting Specialist

Laurel Coffing

Laurel Coffing


Senior Client Care Associate

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Controller

Lauren Edholm

Lauren Edholm


Client Care Associate

Lesley M. Kerr

Lesley M. Kerr


Senior Client Care Associate

Lizzie Allen

Lizzie Allen


Initiative Executive Assistant

Lorelle Mills

Lorelle Mills


Client Care Associate

Mark Sommerville

Mark Sommerville


Client Care Associate

Mckenzie Baker

Mckenzie Baker


Client Care Associate

Meghan P. McBride, CFP®, CDFA®, CTFA

Meghan P. McBride, CFP®, CDFA®, CTFA


Senior Planning Associate

Mimi A. Cooley

Mimi A. Cooley


Senior Client Care Associate

Mitch Weidner, CFP®

Mitch Weidner, CFP®


Planning Associate

Moc Ly, MCP, CCNA

Moc Ly, MCP, CCNA


Senior Network Engineer

Molly McDonald

Molly McDonald


Client Care Associate

Morgan Kracala

Morgan Kracala


Client Care Associate

Nick Amat, CFA® , CAIA®

Nick Amat, CFA® , CAIA®


Senior Portfolio Designer

Parker Dixon

Parker Dixon


Portfolio Analyst

Paul Konopacki CFA®

Paul Konopacki CFA®


Senior Portfolio Analyst

Saida Dubose

Saida Dubose


Held Away Accounts Specialist

Sam Liptak

Sam Liptak


Planning Associate

Samantha Geier

Samantha Geier


Marketing and Communications Manager

Shane Seckinger, CFP®

Shane Seckinger, CFP®


Planning Associate

Sharon Margetson, CFA®, CIPM®

Sharon Margetson, CFA®, CIPM®


Senior Investment Analyst

Spencer Borchelt, CFP®

Spencer Borchelt, CFP®


Senior Planning Associate

Traci Thomas

Traci Thomas


Client Care Associate

Valentina (Val) Gonzalez CFP®

Valentina (Val) Gonzalez CFP®


Senior Planning Associate

Victoria L. Buening

Victoria L. Buening


Senior Client Care Associate

Victoria E. Santini, CFP®

Victoria E. Santini, CFP®


Senior Planning Associate

Alex J. Moss, CFP®

Alex J. Moss, CFP®


Partner, Wealth Advisor

Ashley Corban

Ashley Corban


Partner, Chief Financial and People Officer

Ashley H. Healy

Ashley H. Healy


P&C Insurance Advisor

Bethany C. Wilmoth

Bethany C. Wilmoth


Director of Portfolio Accounting

Blair C. Cunningham, CPA, CFP®

Blair C. Cunningham, CPA, CFP®


Partner, Wealth Advisor

Blake M. Williams, MBA, AFC®, CFP®

Blake M. Williams, MBA, AFC®, CFP®


Partner, Wealth Advisor, Board Member

Bradley K. Kaufman, CAIA

Bradley K. Kaufman, CAIA


Director of Alternative Investments

Brian W. Frey, CFP®

Brian W. Frey, CFP®


Partner, Wealth Advisor

C. Bryan Craig, CFP®

C. Bryan Craig, CFP®


Partner, Wealth Advisor

Catie Hochstetler, CFP®, MBA

Catie Hochstetler, CFP®, MBA


Wealth Advisor

Chadwick L. Hunt

Chadwick L. Hunt


Director of Fund Management

Chuck G. Gray, CFP®

Chuck G. Gray, CFP®


Partner, Wealth Advisor

Clara C. Parris, CFP®

Clara C. Parris, CFP®


Partner, Wealth Advisor

Colin Sturgis, CFP®

Colin Sturgis, CFP®


Partner, Wealth Advisor

Crystal Cooper Mathis

Crystal Cooper Mathis


Partner, Chief Marketing Officer

Dan Dubay, CFP®

Dan Dubay, CFP®


Partner, Wealth Advisor

David S. Fisher, CPA, CFA®, CFP®

David S. Fisher, CPA, CFA®, CFP®


Senior Advisor, Chief Wealth Officer, Board Member, Co-Founder

Doug Liptak, CFP®, CPA

Doug Liptak, CFP®, CPA


Senior Advisor, Chief Strategy Officer, Board Member, Co-Founder

Elizabeth (Liz) DiPaolo, CFP®

Elizabeth (Liz) DiPaolo, CFP®


Partner, Wealth Advisor

Elizabeth Burdette, JD, CAP®

Elizabeth Burdette, JD, CAP®


Philanthropic Advisor

Evan Carter, CFP®, MDiv

Evan Carter, CFP®, MDiv


Partner, Wealth Advisor

Hank Estep, CFP®

Hank Estep, CFP®


Wealth Advisor

Heather Robertson Fortner, MS, IACCP®

Heather Robertson Fortner, MS, IACCP®


Chair, Chief Executive Officer

Isabel F. Berbert

Isabel F. Berbert


Partner, Wealth Advisor

Isobo Amaso, CFP®, CTS™

Isobo Amaso, CFP®, CTS™


Wealth Advisor

James E. Tally II, CTFA, CFP®

James E. Tally II, CTFA, CFP®


Partner, Wealth Advisor

James P. Yost, CFP®, CAIA®, CTS™

James P. Yost, CFP®, CAIA®, CTS™


Partner, Wealth Advisor

Jamie McCusker Gentry, CFP®

Jamie McCusker Gentry, CFP®


Partner, Wealth Advisor

Jay Loyd, CPA, CFP®

Jay Loyd, CPA, CFP®


Partner, Wealth Advisor

JD Thacker, CFP®

JD Thacker, CFP®


Partner, Wealth Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Partner, Chief Planning Officer

Jessica Soto, SHRM-SCP

Jessica Soto, SHRM-SCP


Director of People and Culture

Jonathan A. Galvis, CAIA, CFA®

Jonathan A. Galvis, CAIA, CFA®


Director of Portfolio Management

Katie Amy

Katie Amy


Partner, Chief Compliance Officer

Keilah Everett Barikos

Keilah Everett Barikos


Director of Element Operations

Kimberly B. Stewart

Kimberly B. Stewart


Director of Service

Laura A. Hubbell, CFA®

Laura A. Hubbell, CFA®


Partner, Chief Information Officer

Leah Maybry, CPA

Leah Maybry, CPA


Partner, Wealth Advisor

Margaret Huang Casey, CFP®️

Margaret Huang Casey, CFP®️


Partner, Chief Service Officer

Maria McCool

Maria McCool


Partner, Director of P&C Insurance

Matt Barber, CFA®, CFP®

Matt Barber, CFA®, CFP®


Partner, Wealth Advisor

McKenna H. Law, CFP®

McKenna H. Law, CFP®


Wealth Advisor

Philip Beatty, CPA, CFP®, CEPA

Philip Beatty, CPA, CFP®, CEPA


Partner, Wealth Advisor

Phoebe Addice, CPCU®, AAI®, API™, AIS™

Phoebe Addice, CPCU®, AAI®, API™, AIS™


P&C Insurance Advisor

R. Kameron Besson

R. Kameron Besson


Partner

Russ Cearley, CFA®

Russ Cearley, CFA®


Partner, Senior Advisor, Board Member

S. Todd Sheets, CFA®, CAIA®

S. Todd Sheets, CFA®, CAIA®


Partner, Wealth Advisor, Board Member

Stacy Schurter, CLU

Stacy Schurter, CLU


Director of Life, Long-term Care, Annuities, and Disability Insurance

Tim Maurer, CFP®, RLP®

Tim Maurer, CFP®, RLP®


Chief Advisory Officer

Tom W. Clarke

Tom W. Clarke


Partner, Director of Investments

Tony Welch, CFA®, CFP®, CMT

Tony Welch, CFA®, CFP®, CMT


Partner, Chief Investment Officer

Tyler D. Reams, CFP®

Tyler D. Reams, CFP®


Partner, Wealth Advisor, Board Member

Victoria K. Shackley, JD, LLM, CFP®

Victoria K. Shackley, JD, LLM, CFP®


Partner, Wealth Advisor

Wade Hill, CFA®, CFP®

Wade Hill, CFA®, CFP®


Partner, Wealth Advisor

Walter Chamblee

Walter Chamblee


Partner, Chief Technology Officer

Aakash Panchal

Aakash Panchal


Portfolio Analyst

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Senior Planning Associate

Alondra Martinez

Alondra Martinez


Initiative Executive Assistant

Ama Yates-Ekong

Ama Yates-Ekong


Portfolio Accounting Specialist

Andrew Foray, CFP®

Andrew Foray, CFP®


Senior Planning Associate

Ari Garcia Diaz

Ari Garcia Diaz


Planning Associate

Ashley Worley

Ashley Worley


System Administrator

Audrey Haney, CFP®

Audrey Haney, CFP®


Senior Planning Associate

Augie Lienert

Augie Lienert


Planning Associate

Brandon R. Simmons, CFP®

Brandon R. Simmons, CFP®


Planning Associate

Charity A. Swan

Charity A. Swan


Senior Client Care Associate

Christina Datillo

Christina Datillo


Executive Assistant to the CEO

Colleen Barnes

Colleen Barnes


Client Care Associate

Danielle Dunagan

Danielle Dunagan


Client Care Associate

Eliza Felgenhauer, J.D.

Eliza Felgenhauer, J.D.


Compliance Associate

Elizabeth R. Pickett

Elizabeth R. Pickett


Senior Portfolio Reporting Manager

Emily Fleming

Emily Fleming


Planning Associate

Emily Page

Emily Page


Senior Client Care Associate

Emily Roberts

Emily Roberts


Senior Client Care Associate

Erin Bruce, AFC®, CFP®

Erin Bruce, AFC®, CFP®


Planning Associate

Evelyn B. Green

Evelyn B. Green


Senior Finance Associate

Ian McGraw, CFP®

Ian McGraw, CFP®


Planning Associate

Jackie Broe

Jackie Broe


Senior Client Care Associate

Jennifer Ade

Jennifer Ade


Office Manager

Jennifer L. Gay

Jennifer L. Gay


Senior Client Care Associate

Kade Scott

Kade Scott


Portfolio Analyst

Kahaia Lewis

Kahaia Lewis


Alternatives Operations Associate

Kelly J. Becker

Kelly J. Becker


Initiative Executive Assistant

Kelly Rowswell

Kelly Rowswell


Client Care Associate

Kevin Esbenshade

Kevin Esbenshade


Senior Alternatives Portfolio Accounting Specialist

Laurel Coffing

Laurel Coffing


Senior Client Care Associate

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Controller

Lauren Edholm

Lauren Edholm


Client Care Associate

Lesley M. Kerr

Lesley M. Kerr


Senior Client Care Associate

Lizzie Allen

Lizzie Allen


Initiative Executive Assistant

Lorelle Mills

Lorelle Mills


Client Care Associate

Mark Sommerville

Mark Sommerville


Client Care Associate

Mckenzie Baker

Mckenzie Baker


Client Care Associate

Meghan P. McBride, CFP®, CDFA®, CTFA

Meghan P. McBride, CFP®, CDFA®, CTFA


Senior Planning Associate

Mimi A. Cooley

Mimi A. Cooley


Senior Client Care Associate

Mitch Weidner, CFP®

Mitch Weidner, CFP®


Planning Associate

Moc Ly, MCP, CCNA

Moc Ly, MCP, CCNA


Senior Network Engineer

Molly McDonald

Molly McDonald


Client Care Associate

Morgan Kracala

Morgan Kracala


Client Care Associate

Nick Amat, CFA® , CAIA®

Nick Amat, CFA® , CAIA®


Senior Portfolio Designer

Parker Dixon

Parker Dixon


Portfolio Analyst

Paul Konopacki CFA®

Paul Konopacki CFA®


Senior Portfolio Analyst

Saida Dubose

Saida Dubose


Held Away Accounts Specialist

Sam Liptak

Sam Liptak


Planning Associate

Samantha Geier

Samantha Geier


Marketing and Communications Manager

Shane Seckinger, CFP®

Shane Seckinger, CFP®


Planning Associate

Sharon Margetson, CFA®, CIPM®

Sharon Margetson, CFA®, CIPM®


Senior Investment Analyst

Spencer Borchelt, CFP®

Spencer Borchelt, CFP®


Senior Planning Associate

Traci Thomas

Traci Thomas


Client Care Associate

Valentina (Val) Gonzalez CFP®

Valentina (Val) Gonzalez CFP®


Senior Planning Associate

Victoria L. Buening

Victoria L. Buening


Senior Client Care Associate

Victoria E. Santini, CFP®

Victoria E. Santini, CFP®


Senior Planning Associate