Our Advisory Team
Find your like-minded, meticulously-matched, refreshingly-rational wealth advisor.
A
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Jonathan Abner
Wealth Advisor
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Debbie Ackelson
Client Relationship Specialist
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Debby Addari
Office Support Specialist
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Emily Allen
CFP®
Wealth Advisor
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Corey Altman
CFP®, CPA
Wealth Advisor
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Christine Anderson
Retirement Solutions Associate
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Dan Anderson
Chief Financial Officer
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Joe Arena
Associate Wealth Advisor
B
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Phyllis Baker
Client Relationship Specialist
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Mary Baldwin
CFP®
Wealth Advisor
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Almir Basic
Client Relationship Specialist
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Ryan Berning
CFP®
Wealth Advisor
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Jeffrey Berridge
Onboarding & Integration Operations Manager
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Amy Berry
Associate Wealth Advisor
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Adam Birenbaum
Chief Executive Officer
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Jennifer Bland
Client Relationship Specialist
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Laurie Blaylock
Client Relationship Specialist
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Jake Bleyenberg
Wealth Advisor
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Thomas Bodin
CFA, CFP®
Practice Integration Advisor
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David Bosch
Portfolio Manager
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Tess Bosley
Client Relationship Specialist
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Erica Bouchard
CFP®
Wealth Advisor
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Susan Bourgeois
Advisory Team Associate
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Matt Bourlier
Associate Wealth Advisor
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Dottie Bourlier
CFP®
Wealth Advisor
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Joni Bowman
Support Specialist
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Rebecca Boyle
CFP®
Associate Wealth Advisor
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Cameron Bradshaw
Associate Wealth Advisor
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Connie Brezik
CFP®, CPA, PFS
Wealth Advisor
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Brad Brisan
CFP®
Wealth Advisor
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Tim Brokop
Associate Wealth Advisor
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Sam Bromberg
CPA, PFS
Wealth Advisor
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Cory Brooks
CFP®
Associate Wealth Advisor
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Rick Brown
EA, CFP®
Wealth Advisor
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Kim Brown
Advisory Team Associate
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Brian Brush
CFP®
Wealth Advisor
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Doug Buchan
CFP®
Wealth Advisor
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Becca Bundy
Retirement Solutions Associate
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John Burcroff
CFP®
Associate Wealth Advisor
C
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Brett Callies
Onboarding & Integration Operations Specialist
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Daniel Campbell
Investment Strategy Advisor
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Leigh Capelli
CFP®
Associate Wealth Advisor
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Kevin Carlton
Fixed Income Portfolio Advisor
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Tanette Carmona
Associate Wealth Advisor
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Josh Cepeda
CFP®
Wealth Advisor
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Jill Chapman
Client Relationship Specialist
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Brian Cheah
Manager, Transactions
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Josh Chebul
Associate Wealth Advisor
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Jeff Chernitzer
CPA, PFS
Wealth Advisor
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Susan Chesson
CFP®, CPWA®
Wealth Advisor
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Erik Christman
CFP®, CPA
Wealth Advisor
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Matt Clark
CFP®, AAMS®
Wealth Advisor
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Carolyn Clark
Receptionist
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Michael Clayman
CFP®, ChSNC®
Wealth Advisor
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Kendall Clem
Client Relationship Specialist
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Bryan Clintsman
CFP®
Wealth Advisor
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Laura Cloud
Onboarding & Integration Operations Manager
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Alexis Cody
CFP®, CDFA®
Associate Wealth Advisor
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Jeffrey Cohen
CPA, PFS
Wealth Advisor
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Michael Cohen
Client Relationship Specialist
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Danielle Colbert
CPA
Director, Tax Solutions
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Scot Colgrove
CFP®
Onboarding & Integration Advisor
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Katie Collins
CFP®
Practice Integration Advisor
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Andrew Collins
Associate Practice Integration Advisor
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Hannah Collman
CFP®, CTFA, EA
Learning & Development Manager
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Judy Colson
Client Relationship Specialist
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Sara Connelly
Advisory Team Associate
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Robert Cook
Tax Associate
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Sara Cooke
CFP®
Wealth Advisor
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Allison Cooley
CFP®
Advisory Team Manager
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John Corn
CPA, PFS
Wealth Advisor
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Jim Cornfeld
CFP®
Wealth Advisor
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Maureen (Meaux) Costello
JD
Wealth Advisor
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Tammy Courtney
CFP®
Wealth Advisor
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Tim Cowhey
CFP®
Director, Advisory Team Leadership
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Becca Craig
CFP®, CSLP®, ABA
Wealth Advisor
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Madaline Creehan
Wealth Advisor
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Randall Crimmings
CFP®
Wealth Advisor
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Vincent Crivello
Director, Client Experience
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Daniel Cruz
Associate Wealth Advisor
D
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Maddie Davis
Client Relationship Specialist
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Al Davis
EA, CFP®
Wealth Advisor
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Stacie Depue
Onboarding & Integration Data Migration
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Sandy Dhom
Client Relationship Specialist
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Jada Diedrich
CPA
Wealth Advisor
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Peter Dillon
CFP®
Associate Wealth Advisor
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Brandon Dingman
Associate Wealth Advisor
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Elliot Dole
CFP®, EA, AEP®, CExP, CAP
Advanced Planning Advisor
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Kristen Donovan
CPFA, QKA, AIF
Director, Retirement Solutions
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Adam Dunavant
Associate Wealth Advisor
E
F
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Brian Fenn
CFP®, CLU, ChFC®
Wealth Advisor
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Betsy Fenn
Advisory Team Associate
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Justin Ferri
President, Buckingham Wealth Partners
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Trisha Fitzer
Client Development Advisor
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Brent Flota
CFP®
Associate Wealth Advisor
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Joli Fridman
CFP®, CPA, PFS
Wealth Advisor
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Joe Frontczak
CFA, CFP®, EA
Wealth Advisor
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Cheryl Furlong
CFP®, CPA
Wealth Advisor
G
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Austin Garber
CFP®, CKA®
Wealth Advisor
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Isaac Garrett
Client Relationship Specialist
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Christopher Gibbons
Associate Wealth Advisor
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Bailey Gilliam
Associate Wealth Advisor
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Dirk Gilliard
Wealth Advisor
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Dan Goldie
CFP®, CFA
Wealth Advisor
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Janet Gomes
Advisory Team Associate
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Nicole Gould
CFP®
Wealth Advisor
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Jake Granger
CFP®
Associate Wealth Advisor
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Tad Gray
CFP®, CIMA, CAP
Wealth Advisor
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Lex Grecu
CFP®, CFA
Wealth Advisor
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Dylan Greer
CFP®
Associate Wealth Advisor
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Brian Gregorek
Wealth Advisor
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Aaron Grey
CFP®
Managing Director, Experience
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Kevin Grogan
CFA, CFP®
Chief Investment Officer
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Ben Gross
Associate Wealth Advisor
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Khatol Grover
Client Service Associate
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Stephanie Guerin
CFP®
Wealth Advisor
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Susan Gyurica
Client Service Associate
H
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Aimee Hansen
Advisory Team Associate
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Travis Harper
CFP®, CRPC®
Wealth Advisor
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Mallory Harrell
Associate Wealth Advisor
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Wendy Hartman
CFP®
President, Buckingham Strategic Wealth
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Jordan Hatfield
Associate Wealth Advisor
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Tom Haug
CFP®
Associate Wealth Advisor
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Kennadi Haythorne
Client Relationship Specialist
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Brian Haywood
Investment Strategy Advisor
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Candy Heeschen
Office Support Specialist
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Sean Hejna
Director, Advisory Team Leadership
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Susan Hemminghaus
Associate Wealth Advisor
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Ashley Hennerich
Recruitment Manager
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Pam Heuer
Client Relationship Specialist
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Grant Heutel
CRPS®, CPFA
Retirement Plan Advisor
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Stephen Hicks
JD, CPA
Wealth Advisor
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Philip Ho
CFP®
Wealth Advisor
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Jared Hoffman
Managing Director, Strategic Initiatives
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Kelly Hokanson
CFP®
Wealth Advsior
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Nicole Holland
Advisory Team Associate
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Analiese Holmes
Associate Wealth Advisor
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Bobby Hope
CFP®
Associate Wealth Advisor
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Peyton Hudson
Associate Wealth Advisor
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Anna Huniak
Operations Manager, Retirement Solutions
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Tyler Hunter
CFP®
Associate Wealth Advisor
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Blerina Hysi
Director, Fixed Income
I
J
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Jody Jacobs
Client Relationship Specialist
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Daniel Jagiello
Associate Wealth Advisor
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Brenda Janikowski
CFP®
Wealth Advisor
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Jessica Jarosik
CFP®, EA
Wealth Advisor
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Brad Jenkins
CFP®, ChFC®, CLU
Wealth Advisor
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Clay Jinks
CFP®
Associate Wealth Advisor
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Alan Johnson
Wealth Advisor
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Eric Johnson
FPQP
Advisory Team Associate
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Jeff Johnson
CFP®
Wealth Advisor
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Ben Jones
CFP®
Associate Wealth Advisor
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Krista Jones
Recruitment Specialist
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Tim Jost
CFA
Institutional Advisor
K
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Arash Mark Katirai
CFP®
Associate Wealth Advisor
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Daniel Kean
Associate Wealth Advisor
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Kathleen Kee
CFP®
Senior Wealth Advisor
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Melissa Keiss
Associate Wealth Advisor
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Bethany Ketron
CFP®
Wealth Advisor
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Sam Killingsworth
Advisory Team Associate
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Karina Kingman
Associate Wealth Advisor
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Michael Kitces
CFP®, ChFC®, CLU, REBC, CASL
Head of Planning Strategy
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Jared Kizer
CFA
Head of Investment Research
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Andrew Kline
CFP®, CPA
Wealth Advisor
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Alex Kluesner
CFA
Investment Strategy Manager
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Makie Knight
Associate Wealth Advisor
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Beth Knocke
Executive Assistant
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Lindsay Kobus
Associate Wealth Advisor
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Monica Kovacs
Client Relationship Specialist
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Patrick Kuster
CFP®, AIF
Wealth Advisor
L
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Ann Laferriere
CFP®
Wealth Advisor
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Marques Lang
JD, CFP®, CQS™
Associate Wealth Advisor
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Greg Lanier
CFP®
Associate Wealth Advisor
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Ben Lanning
Director of Portfolio Management
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Charles Laverty, Jr.
Director, Business Solutions
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Mary Leach
CFP®
Wealth Advisor
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Andrew Leach
CFP®
Portfolio Manager
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Jeffrey Levine
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA
Chief Planning Officer
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Alicia Lewis
Associate Wealth Advisor
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Ryan Lewis
Client Relationship Specialist
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Everett Lewis
CPA, JD
Wealth Advisor
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Shannon Linder
CFP®
Wealth Advisor
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Dawn Lovelace
SHRM-SCP®
Managing Director, Human Resources
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David Luckes
Director of Institutional Services
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Dianna Lusk
Support Specialist
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Alison Lynch
Associate Wealth Advisor
M
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Curtis Maafoh
CFP®
Onboarding & Integration Advisor
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Alyssum Malone
CFP®
Wealth Advisor
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Lauri Manning
Client Relationship Specialist
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Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
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Brittany Marshall
Director of Client Service
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Joel Martin
CFP®, CKA®
Wealth Advisor
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Sam Martin
CPA, CFP®
Wealth Advisor
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Daniel Martinez
Director, Advisory Team Leadership
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Rachel Mast
Office Support Specialist
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Jake Masterson
CFA
Institutional Services Associate Advisor
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Daniel May
Wealth Advisor
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Heath McAteer
CFP®, CPA
Associate Wealth Advisor
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Douglas McCulley
CFP®, CAP, CKA®
Wealth Advisor
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Sheldon McFarland
Director, Investment Strategy
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Cindy McGhee
CPA, PFS
Wealth Advisor
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Sean McGinn
Associate Wealth Advisor
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Alicia McHugh
CIPM®
Associate Wealth Advisor
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Matthew McKeand
Associate Wealth Advisor
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Ryan McKibben
Associate Wealth Advisor
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Wendy Melis
Office Support Associate
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Amanda Merrill
JD, CFP®
Wealth Advisor
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Elizabeth Mesker
Executive Assistant
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Dustin Meyer
CFP®
Portfolio Manager
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Javier Mijares-Desantiago
Client Relationship Specialist
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Roger Millbrook
JD, CPA, PFS
Wealth Advisor
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Michelle Miller
CFP®, CPA
Wealth Advisor
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Ryan Mitchell
CFP®
Wealth Advisor
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Rob Mitchell
CFA, CFP®
Wealth Advisor
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Chase Moceri
APMA®
Associate Wealth Advisor
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Brad Mohr
Tax Associate
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Brian Monaghan
CFP®
Wealth Advisor
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Joe Monroe
Client Relationship Specialist
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Charles Moran
CFP®, CRPS®
Retirement Plan Advisor
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William Morgan
CPA, PFS
Advanced Planning Advisor
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Angela Muckler
Relationship Manager
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Anita Muminovic
Associate Wealth Advisor
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Hannah Munsch
Client Service Manager
N
O
P
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Nishant Pandya
Associate Wealth Advisor
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Sal Papa
JD
General Counsel & Chief Compliance Officer
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Joshua Parker
CFP®
Wealth Advisor
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Shelby Persicke
Advisory Team Associate
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Michaela Peterson
Associate Wealth Advisor
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Brian Pingatore
AAMS®, CFP®
Associate Wealth Advisor
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Mark Pitcher
Fixed Income Advisor
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Blake Pokley
CFP®
Associate Wealth Advisor
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Alex Potts
President, Buckingham Strategic Partners
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Amanda Powell
Client Relationship Specialist
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Matt Pranschke
CFP®, QPA, ERPA
Retirement Solutions Advisor
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Stan Purvis
CPA, CFP®
Wealth Advisor
R
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Meagan Ranbarger
Associate Wealth Advisor
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Krystyn Rash
FPQP
Associate Wealth Advisor
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Brian Regan
Director of Onboarding & Integration
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Ashley Reichert
CFP®
Associate Wealth Advisor
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Kory Reid
Associate Wealth Advisor
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Erich Reinhardt
Director, Advisory Team Leadership
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Matthew Reinhardt
AIF
Wealth Advisor
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Jeff Remming
Chief Transformation Officer
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Chiara Renninger
CFP®
Wealth Advisor
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David Ressner
Wealth Advisor
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Michael Rhyne
Tax Associate
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Brian Riggs
CFP®
Associate Wealth Advisor
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Jadah Riley
Associate Wealth Advisor
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Ted Ring
CFP®
Wealth Advisor
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Barbara Ristow
CFP®
Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Kristopher Roche
CFP®
Associate Wealth Advisor
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Don Rochleau
CFP®
Director of Client Development
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Chris Rodgers
Associate Wealth Advisor
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Dale Roehrs
CFP®
Wealth Advisor
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Brian Roemke
Practice Integration Advisor
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Omar Roman
CFP®
Associate Wealth Advisor
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Matthew Romine
Associate Wealth Advisor
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Ken Rosenbaum
CPA, RLP®
Wealth Advisor
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Pam Rowe
CFP®
Wealth Advisor
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Andrey Rudomiotov
Fixed Income Portfolio Advisor
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Dan Rush
Fixed Income Advisor
S
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Mary Lyn Saly
Advisory Team Associate
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Stephanie Sather
FPQP
Associate Wealth Advisor
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Jennifer Saunders
Associate Wealth Advisor
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Eric Schaefer
CFP®, FBS
Wealth Advisor
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Kurt Schafers
JD, CFP®
Wealth Advisor
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Emilie Schaffer
CFP®, CRPC®
Wealth Advisor
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Alan Schapire
CPA, PFS, CFP®
Wealth Advisor
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Austin Schettler
CRPS®, CPFA
Associate Retirement Plan Advisor
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Kent Schmidgall
CFP®, CKA®
Wealth Advisor
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Andrew Schneider
CFP®
Associate Wealth Advisor
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Lindsay Schrader
Retirement Solutions Associate
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Brandon Schumacher
CFP®, CRPC®, APMA®
Associate Wealth Advisor
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Gail Scully
CFA
Portfolio Manager
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Mandy Sessler
CFP®
Wealth Advisor
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Evan Shamblin
CPA
Associate Wealth Advisor
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Connor Simpkins
CFP®
Associate Wealth Advisor
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Jarrett Simpson
CFP®, NSSA
Wealth Advisor
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Jamie Slaughter
CFP®
Wealth Advisor
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Jerry Slone
Portfolio Trading Strategist
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Carly Slonin
Client Relationship Specialist
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Greg Smith
Associate Wealth Advisor
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Mark Smith
CPA, PFS
Wealth Advisor
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Jason Smith
CFP®, MSFP
Wealth Advisor
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Karen Smith
CFP®, MBA
Wealth Advisor
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Carolyn Smith
Office & Administrative Support Associate
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Sonya Spake
Client Relationship Specialist
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Matt Spezialetti
CFP®, CFA
Manager, Advisory Team Leadership
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John Spyers
Chief Information and Technology Officer
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David Srulevitch
CPA, CFP®
Tax Manager
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Emily Stark
Advisory Team Associate
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Marty Stephenitch
Client Relationship Specialist
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Tisha Stevens
FPQP
Advisory Team Associate
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Susan Strasbaugh
CFP®, EA
Wealth Advisor
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Deanna Strean
Associate Wealth Advisor
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Lantz Stringham
CFA
Associate Wealth Advisor
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Larry Swedroe
Head of Financial and Economic Research
T
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Kristin Taylor
Advisory Team Associate
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Matthew Teel
Associate Wealth Advisor
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Brandon Terkeltaub
CFP®, ChFC®
Associate Wealth Advisor
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Ben Thiele
CFP®
Associate Wealth Advisor
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Brent Thomas
CFP®
Wealth Advisor
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Sam Thomure
Client Relationship Specialist
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William Thum
Associate Wealth Advisor
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Kristi Tidwell
CFP®, CDFA®
Associate Wealth Advisor
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Mackenzie Toth
Client Relationship Specialist
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Stephen Trousdale
CFP®, CRPC®
Wealth Advisor
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Adam Truebe
Associate Wealth Advisor
U
v
V
W
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Thelia Wade
CPA, PFS
Wealth Advisor
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Andrew Waite
CFP®
Wealth Advisor
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Lindsay Wales
Fixed Income Portfolio Advisor
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Patrick Walsh
CFP®
Wealth Advisor
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Miné Weaver
Advisory Team Associate
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Lindsey Weber
CFP®
Manager, Advisory Team Leadership
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Steve Weiss
CFP®
Wealth Advisor
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Dan Westlund
Portfolio Manager
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Jenny Wiechel
CFP®, ChSNC®
Wealth Advisor
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Steve Wiechel
CFP®
Fixed Income Advisor
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Linda Wieczorek
AIF
Associate Wealth Advisor
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Shawn Williamson
Senior Tax Manager
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Mark Winland
CPA, CFP®
Wealth Advisor
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Mike Winterscheidt
CPA, PFS, CGMA
Wealth Advisor
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Jay Wirig
CPA
Wealth Advisor
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J.P. Wirig
CPA
Wealth Advisor
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Tim Wochok
CFP®
Wealth Advisor
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Harrison Wolfe
CFP®
Associate Wealth Advisor
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Carmen Wong
JD, CFP®
Wealth Advisor
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Brandon Woods
CFP®, CKA®
Associate Wealth Advisor
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Scott Worley
CFP®
Retirement Plan Advisor
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Kurt Wunderlich
CFA, CFP®
Client Development Advisor
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Cathey Wyhowanec
Client Service Project Coordinator