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Partners
Ralph S. Boyd, Jr., CFP®
Partner and Financial Advisor
Darin B. Hawn, CFP®
Partner and Financial Advisor
Brandon J. Haynes, CFP®
Managing Partner and Financial Advisor
R. Steven Hurst, CFP®
Partner and Financial Advisor
David Jeter, CFP®
Partner and Financial Advisor
Jonathan A. Kuhn, CFP®
Managing Partner and Financial Advisor
Steve Kutlenios, CFP®, CFA
Partner and Financial Advisor
Mark A. Manetti, CFP®
Partner and Financial Advisor
Michael A. Montileone, CFP®
Partner and Financial Advisor
Jennifer S. Schrauder, CFP®
Partner and Financial Advisor
Financial Advisors
Ralph S. Boyd, Jr., CFP®
Partner and Financial Advisor
Trina Brown, CFP®, CSRIC®
Financial Advisor
Ian Cerminara, CFP®
Financial Advisor
Courtney Collins, CFP®
Financial Advisor
Jason Graper, CFP®
Financial Advisor
Benjamin Grom, CFP®
Financial Advisor
Darin B. Hawn, CFP®
Partner and Financial Advisor
Brandon J. Haynes, CFP®
Managing Partner and Financial Advisor
R. Steven Hurst, CFP®
Partner and Financial Advisor
David Jeter, CFP®
Partner and Financial Advisor
Matthew D. Kelly, CFP®
Financial Advisor
Jonathan A. Kuhn, CFP®
Managing Partner and Financial Advisor
Steve Kutlenios, CFP®, CFA
Partner and Financial Advisor
Mark A. Manetti, CFP®
Partner and Financial Advisor
Eric Matsko, CFP®, CTS
Financial Advisor
Nancy D. McKee, CFP®
Financial Advisor
Michael A. Montileone, CFP®
Partner and Financial Advisor
Cassidy Richardson, CFP®
Financial Advisor
Jennifer S. Schrauder, CFP®
Partner and Financial Advisor
Christopher T. Smith, CFP®
Financial Advisor
Wyatt Sten, CFP®
Financial Advisor
Valerie E. Swan, CFP®
Financial Advisor
Ryan Walczak, CFP®
Financial Advisor
Chris P. Wieder, CFP®
Financial Advisor
Asset Management
Jack D. Kraus, CFA
Chief Investment Officer
James J. Rambo, CFA
Investment Advisor
Investment Research
Joe Clark, CFA
Investment Research
Jack D. Kraus, CFA
Chief Investment Officer
Nick Lewandowski, CFP®, CFA
Dir. of Alternative Investment Research
James J. Rambo, CFA
Investment Advisor
Firm Management
Megan Fineburg
Director of Human Resources
Stephen Hawbaker
Chief Financial Officer and Chief Compliance Officer
Jack D. Kraus, CFA
Chief Investment Officer
Joseph Marstellar
Director of Advisor Services
Jacqueline Thacik
Vice President of Operations