Charissa Anderson, CFP®
Executive Vice President
Portfolio and Wealth Management
West Bearing Investments

Nathan Ayotte, CFP®
Principal
Portfolio and Wealth Management

Steven Bell
Senior Vice President
Wealth Strategist

Chris Bixby, CFP®
Senior Vice President
Portfolio and Wealth Management

Reilly Blood, CFP®
Associate Wealth Planner

Nicole Bock
Lead Client Relationship Associate

Joe Brooks
Vice President
Tax-Exempt Trading and Portfolio Management

Missy Brooks
Client Relationship Associate

Beth Brown
Senior Client Relationship Associate

Abby Buckmier
Lead Client Relationship Associate

Lexi Carpenter
Client Relationship Associate
West Bearing Investments

Casia Chappell, CFP®
Senior Vice President
Wealth Planning and Portfolio Management

Becca Chery
Client Relationship Associate

Scott Christianson, CFP®
Principal
Portfolio and Wealth Management

Reid Christomos
Onboarding Associate

James Coats
Executive Vice President
Portfolio Management

Ralph Cole, CFA
Director
Equity Strategy and Portfolio Management

Maria-Clara Conlin
Operations Associate
Octavia Group

Tyler Conroy, CFP®
Vice President
Wealth Planning

Chelsea Diamond
Senior Client Relationship Associate
West Bearing Investments

Blaine Dickason
Senior Vice President
Portfolio Management and Trading

Dean Dordevic
Principal
Portfolio Management

Peter Earnshaw
Equity Trader

Katie Fairris
Vice President
Administrative Services

Mary Faulkner
Executive Vice President
Branding and Communications

Sandy Fendall
Senior Client Relationship Associate

Lori Ferraro
Administrative Associate and Private Events Planner

Josh Frankel, CFP®
Director
Portfolio and Wealth Management
West Bearing Investments

Jake Gradwohl
Senior Equity Trader

Alex Harding, CFA
Senior Vice President
Equity Research and Portfolio Management

Danielle Hart
Vice President
Marketing and Business Development

Samantha Hathhorn
Associate Family Office Advisor

Kirstin Havnaer
Senior Vice President
Private Family Office
Octavia Group

Joe Herrle, CFA
Senior Vice President
Alternative Assets and Portfolio Management

Krystal Daibes Higgins, CFA
Senior Vice President
Equity Research and Portfolio Management

Steven Holwerda, CFA
Managing Director

Becky Horvat
Chief Financial Officer

George Hosfield, CFA
Director and Chief Investment Officer

Brad Houle, CFA
Principal
Head of Fixed Income

Peter Jones, CFA
Executive Vice President
Equity Research and Portfolio Management

Andreis Kennedy
Client Relationship Associate

Tara Kinateder, CEPA®
Principal
Portfolio Management

Luke Kolln
Senior Analyst
Investment Operations and Reporting

Ezra Kover, IACCP®
Chief Compliance Officer

Mary Lago, CFP®
Chief Wealth Strategist
Principal

Danielle Larner
Lead Client Relationship Associate

Jesyca Lazo
Lead Client Relationship Associate

Kelli Leavenworth
Office Coordinator

Emilie Ma
Lead Marketing Specialist
Communications and Events

Valerie Maldonado
Lead Client Relationship Associate

Julie Mark
Senior Client Relationship Associate

Brett Norris, CFP®
Vice President
Portfolio and Wealth Management
West Bearing Investments

Jason Norris, CFA
Director
Equity Research and Portfolio Management

Lesllie Nuñez
Lead Client Relationship Associate
West Bearing Investments

Tami Oglesby
Senior Vice President
Portfolio and Wealth Management

Nate Putnam, CFP®
Senior Vice President
Portfolio and Wealth Management
West Bearing Investments

David Quisenberry, GCIH
Chief Technology Officer
Chief Information Security Officer

Kristina Ray
Finance and Accounting Manager

Katherine Russell, IACCP®
Senior Vice President
Private Family Office
Octavia Group

Sheri Sanders
Senior Client Relationship Associate and Office Administrator

Kayleen Shen
Investment Operations Associate

Jade Thomason
Vice President
Equity and Fixed Income Trading

Jacqui Thompson, CFP®
Associate Wealth Planner

Ken Villalpando
IT Operations Manager

Naomi Walsh
Vice President
Information Systems

Dan Whitaker, CFP®
Vice President
Administrative Services