Executives
Marc S. Schliefer

Marc S. Schliefer

CFP®, RICP®

President and Financial Planner
Arlene Schliefer

Arlene Schliefer

Corporate Secretary/Treasurer
Wealth Advisors
Hunter Hart

Hunter Hart

CFP®, ChFC®

Financial Planner
Operations
Farahnaz Paksima

Farahnaz Paksima

Operations Manager
Jennifer Park

Jennifer Park

Operations Associate
Eugene Daniller

Eugene Daniller

Registered Representative

Client Services Associate
Wealth Enhancement Group
Pete Mullen

Pete Mullen

Relationship Manager
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning
Paul West

Paul West

CFP®

Managing Partner
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Research Department
Scott Kubie

Scott Kubie

CFA®

Chief Investment Officer
Tyler Schlumpf

Tyler Schlumpf

CFA

Director of Investment Platform
Jake Bleicher

Jake Bleicher

Equity Analyst
Brett Carson

Brett Carson

CFA

Director of Research
Scott Ford

Scott Ford

RFC

Technical Strategist
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Director of Trading
Bob Wellman

Bob Wellman

Trading Specialist
Alyssa Zuck

Alyssa Zuck

Trading Specialist
Investments
Scott Kubie

Scott Kubie

CFA®

Chief Investment Officer
Tyler Schlumpf

Tyler Schlumpf

CFA

Director of Investment Platform
Ron Carson

Ron Carson

CFP®, ChFC®

Co-Chief Investment Strategist
Brett Carson

Brett Carson

CFA

Director of Research
Jessica Golson

Jessica Golson

CIPM

Portfolio Analyst
Nick Guarino

Nick Guarino

Investment Strategist
Rick Jaster

Rick Jaster

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Consultant
Team Members
Lantz Hunt

Lantz Hunt

Senior Vice President, Operations
Jeannie Juarez

Jeannie Juarez

Transformation Manager
Derek Radcliffe

Derek Radcliffe

Licensing Coordinator
Ducky Radik

Ducky Radik

Operations Manager
Steve Synowicki

Steve Synowicki

Director of Training
Derek Vanosdall

Derek Vanosdall

Reconciliation Manager