Your Team

Wealth Advisors

William C. O’Connor

MS, CFP®, EA
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

Client Services Associate, Registered Administrative Assistant

Alex Gishwiller

Client Service Associate

Sarah Gatsby

MBA
Client Service Associate

Natalie Kiser

Officer Administrator

Michelle Zuniga

Director of First Impressions

Lucia Castaneda

Communications Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

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

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions