John Schlueter
Trading & Investment Research Analyst
Nick Scheibel, CFP®
Senior Advisor
Marquesen Ryan
Client Account Specialist
Mark Rosenkranz, CFA®
Investment Strategist
Bailey Norby, CFP®, ChFC®
Advisor
Christopher J. Mastley, CFP®
Senior Advisor – Tax Planning Manager
Taylor Kramer
Engagement Manager
Josh G. Justin, CPA
Client Service & Tax Planning Associate
Haley Frécon, CFP®
Advisor – Financial Planning Manager
Brendan Doherty
Trading & Investment Research Analyst
