Matt Andreas
Financial Advisor, CIMA®, CFP®
Dublin
Doug Bambeck
President, Chief Compliance Officer, AIF®
New Philadelphia
Kandy Bichsel
Client Relationship Specialist
New Philadelphia
Darren Brooks
Principal, AIF®
Mentor
Matt Campbell
Principal, CFP®, ChFC®, AIF®
Millersburg
Britni Eichel
Client Relationship Specialist
New Philadelphia
Kathy Evans
Client Relationship Specialist
Dublin
Doug Feller
Principal, CFP®, CFA®, AIF®
Dublin
Stephen Frank
Principal, AIF®
Dublin
Tiffany Gallion
Client Relationship Specialist
Millersburg
Courtney Hart
Client Relationship Specialist
Dublin
Jarrod Hart
Financial Advisor, CFP®, ChFC®, CRPS®
Dublin
Thomas Schrock
Financial Advisor
Independence
Steven Stocker
CEO, AIF®
New Philadelphia
Kelly Wallick
Customer Service Manager
New Philadelphia
Tony Yoder
Financial Advisor
New Philadelphia