Your Team

Wealth Advisors

William C. O’Connor

CFP®, EA, MPAS
Principal and Wealth Advisor

Sean Walker

MBA
Managing Director and Wealth Advisor

Marcelo Bernardo

Wealth Advisor

Andrea J. Graham

CRPC®
Wealth Advisor

Steve Henningson

AIF®, CIMA®
Principal & Wealth Advisor

Spencer Johnston

CRPC®️
Associate Wealth Advisor

Jonathan Schaeffer

Associate Wealth Advisor

Client Services

Joan Holmes

Operations Manager, Registered Administrative Assistant

Alex Gishwiller

Operations Associate

Sarah Gatsby

MBA
Operations Associate

Natalie Kiser

Officer Administrator

Michelle Zuniga

Executive Assistant

Lucia Castaneda

Communications Associate

Michael Suarez

Operations Associate

Brittany Withnell

Director of First Impressions

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning & Advanced Solutions

Matt Lewis

Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner