Natallia Belman

Client Relations Manager

Katherine Clark

Client Services Manager

Bob Furlong, CFP, RICP

Wealth Advisor

Clay W. Hershey, CPFA

Partner

Benton Montgomery

Partner

Lisa Sellers

Branch Assistant

Cam Werntz, CPFA

Partner

Sarah Weglein

Client Services Associate

Rob Williams, CFP

Partner

Josh Haggard, CFP

Wealth Advisor, CFP

Matt Foederer, CPFA

Senior Wealth Manager Assistant, CFPA

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