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Kentucky

Jim Owens, CFP®

Jim Owens, CFP®

Senior Financial Advisor

Mike Whelan

Mike Whelan

Chief Operating Officer

Kevin Kane

Kevin Kane

Senior Financial Advisor

Dan  Helmick

Dan Helmick

Research Analyst & Trader

Hal Klink

Hal Klink

Business Advisor

Laura Moschel

Laura Moschel

Chief of Staff

Eric Pettway, CFA

Eric Pettway, CFA

Chief Investment Officer

Kelli Tranbarger

Kelli Tranbarger

Portfolio Administrator


California

Stefan Lang

Stefan Lang

Co-Founder

Peter Abi Nader, CFP®

Peter Abi Nader, CFP®

Senior Financial Advisor

Dan Leahy, CFP®

Dan Leahy, CFP®

Senior Financial Advisor

Omaid Rahimi

Omaid Rahimi

Portfolio Administrator


Texas

Dee Kerr, CFP®

Dee Kerr, CFP®

Senior Financial Advisor

Kathryn McNeely

Kathryn McNeely

Director of Operations

Pashence Barrera

Pashence Barrera

Portfolio Administrator

Rebecca Broderick

Rebecca Broderick

Portfolio Administrator


Ohio

Edward M. Haberer

Edward M. Haberer

Senior Financial Advisor

Eric Pettway, CFA

Eric Pettway, CFA

Chief Investment Officer

Jill  Henson, CFP®, CTFA

Jill Henson, CFP®, CTFA

Senior Financial Advisor

Liz Dayter

Liz Dayter

Senior Financial Advisor

Loren Mullins

Loren Mullins

Portfolio Administrator