Meet our financial advisors.

Greg Weimer

Chief Executive Officer, Chairman

Gregory Weimer II

CFP®, CPA

President

Rande Casaday

MBA

Wealth Manager

Dave Cashdollar

CFP®

Wealth Manager

Tim Cashdollar

CRC®

Wealth Manager

Brandon Corlett

Wealth Manager

Jackson Elizondo

CFP®

Wealth Manager

George Epitropoulos

Wealth Associate

Loren Paul Fiffik

CFP®

Wealth Manager

Paul Frey

CFP®, CIMA

Wealth Manager

Nathan Garcia

CFP®, MBA

Wealth Manager

Randy Holcombe

CFP®

Wealth Manager

Sophia Hudson

CFP®

Associate Wealth Manager

Jonathan Jordan

Wealth Manager

Kurt Kimmich

AAMS®

Wealth Manager

Matt Kimmich

Associate Wealth Manager

Chuck Kolias

Wealth Manager

Morgan Lee

Wealth Manager

Rob Linkowski

Director of Insurance

Katie Montagazzi

CFP®

Wealth Manager

Eric Montgomery

CFP®

Wealth Manager

Jared Nicholson

Wealth Manager

Melissa Pirosko

MBA

Wealth Manager

Nick Proud

CFP®

Wealth Manager

Brian Ripley

Wealth Manager

Scott Rogowicz

Wealth Manager

Neil Rongaus

AIF®, CFP®

Wealth Manager

Zachery Saunders

AAMS®, CEPA™, CFP®, Ed.D.

Wealth Manager

Sean Stevenson

CFP®

Wealth Associate

Joe Tabaka

CFP®

Wealth Manager

Corey Taylor

CFP®, CHFC®

Wealth Associate

Mike Touscany

CFP®

Wealth Manager

Chuck Ziants

CFP®

Wealth Manager