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Mark W. Fearigo – CFP® Senior Advisor and Principal

Mark W. Fearigo, CFP® – 
Principal and Senior Advisor










Mario C. Giganti – CPA, CFP®, AIFA® Senior Advisor and Principal

Mario C. Giganti, CPA, CFP®, AIFA® – 
President and Senior Advisor

Nathan Bopp, MBA – CFP®, AIF® Lead Advisor

Nathan J.  Bopp, MBA, CFP®, AIF®, RICP® – 
Principal and Senior Advisor

Glen Hahlen – CFP®, AIF® Lead Advisor

Glen Hahlen, CFP®, AIF® –
Principal and Senior Advisor

Mark Muntean – CFP®, AIF® Lead Advisor & Senior Financial Planning Analyst

Mark Muntean, CFA, CFP®, AIF® –
Lead Advisor

Lisa Hay, CPA, CFP®, RICP® - Lead Advisor

Lisa Hay, CPA, CFP®, AIF®, RICP®  –
Lead Advisor










Grey Kennedy, AIF® –
Director of Fiduciary Services
and Lead Advisor










Kevin Spray, CFP®, AIF® –
Lead Advisor and Senior Financial Planning Analyst










Daniel R. Harsh, CFP®, AIF®
Lead Advisor and        Financial Planning Analyst










Megan Nall, CRPS®, AIF®
Retirement Plan Analyst










Amanda Bernier, AIF®
Financial Planning Analyst










Jared A. Milhoan
Financial Planning Associate











Heather Dunbar, FPQP™
Senior Portfolio Administrator











Kelly Looker –
Portfolio Administrator











Nathan Webel –
Portfolio Administrator











Michelle Jonke –
Portfolio Administrator










Brenda Winslow, AIF®
Operations Manager and  Chief Compliance Officer










Rhea Rieger –
Executive Operations Coordinator










Ginny Curran
Operations Administrator