Kentucky
Tyler Lang, CFA
President & CCO
Jim Owens, CFP®
Senior Financial Advisor
Mike Whelan
Chief Financial Officer
Thomas J. Ritter, Sr., CSCP®
Director of Compliance
Kevin Kane
Senior Financial Advisor
Dan Helmick
Research Analyst & Trader
Hal Klink
Business Advisor
Laura Moschel
Executive Assistant
Leah Brady
Marketing Associate
Eric Pettway, CFA
Chief Investment Officer
California
Stefan Lang
Co-Founder
Peter Abi Nader, CFP®
Senior Financial Advisor
Dan Leahy, CFP®
Senior Financial Advisor
Omaid Rahimi
Client Services Associate
Yousuf Tarin
Client Services Associate
Texas
Dee Kerr, CFP®
Senior Financial Advisor
Kathryn McNeely
Director of Operations
Pashence Barrera
Client Services Associate
Ohio
Donald L. Keller, Jr.
Investment Advisor Representative
Edward M. Haberer
Investment Advisor Representative
Irene Dake
Operations Manager
Liz Dayter
Investment Advisor Representative