Kentucky
Tyler Lang, CFA
President & CCO
Jim Owens, CFP®
Senior Financial Advisor
Mike Whelan
Chief Financial Officer
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
Kelli Tranbarger
Portfolio Administrator
California
Stefan Lang
Co-Founder
Peter Abi Nader, CFP®
Senior Financial Advisor
Dan Leahy, CFP®
Senior Financial Advisor
Omaid Rahimi
Portfolio Administrator
Yousuf Tarin
Portfolio Administrator
Texas
Dee Kerr, CFP®
Senior Financial Advisor
Kathryn McNeely
Director of Operations
Pashence Barrera
Portfolio Administrator
Ohio
Edward M. Haberer
Senior Financial Advisor
Eric Pettway, CFA
Chief Investment Officer
Irene Dake
Operations Manager
Liz Dayter
Senior Financial Advisor