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

Nathan Ayotte, CFP®
Principal
Portfolio and Wealth Management

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

Nicole Bock
Client Relationship Associate

Joe Brooks
Vice President
Tax-Exempt Trading and Portfolio Management

Beth Brown
Senior Client Relationship Associate

Lexi Carpenter
Client Relationship Associate
West Bearing Investments

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

Scott Christianson, CFP®
Executive Vice President
Portfolio and Wealth Management

James Coats
Executive Vice President
Portfolio Management

Ralph Cole, CFA
Director
Equity Strategy and Portfolio Management

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

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

Michael Garcia
Chief Technology Officer

Jake Gradwohl
Equity Trader

Katie Graham
Vice President
Administrative Services

Alex Harding, CFA
Vice President
Equity Research and Portfolio Management

Danielle Hart
Vice President
Marketing and Business Development

Kirstin Havnaer
Senior Vice President
Private Family Office
Octavia Group

Joe Herrle, CFA
Vice President
Alternative Assets

Krystal Daibes Higgins, CFA
Vice President
Equity Research

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
Senior Vice President
Equity Research and Portfolio Management

Tara Kinateder
Principal
Portfolio Management

Luke Kolln
Operations and Reporting Analyst

Ezra Kover, IACCP®
Chief Compliance Officer

Tyler Kurata
Equity Trader

Mary Lago, CFP®
Chief Wealth Strategist
Principal

Danielle Larner
Client Relationship Associate

Jesyca Lazo
Client Relationship Associate

Kelli Leavenworth
Office Coordinator

Emilie Ma
Sales and Marketing Associate

Valerie Maldonado
Client Relationship Associate

Julie Mark
Senior Client Relationship Associate

Becca Marvin
Lead Client Relationship Associate

Shawn Narancich, CFA
Executive Vice President
Equity Research and Portfolio Management

Brett Norris, CFP®
Vice President
Wealth Planning

Jason Norris, CFA
Director
Equity Research and Portfolio Management

Lesllie Nuñez
Onboarding Associate

Liz Swagerty Olsen
Vice President
Marketing and Communications

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

Hilary Russell
Lead Client Relationship Associate

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

Brian Smith
Vice President
Financial Technology and Operations

Abby Stutzman
Client Relationship Associate

Jade Thomason
Equity and Fixed Income Trader

Jacqui Thompson
Lead Client Relationship Associate

Naomi Walsh
Vice President
Information Systems

Dan Whitaker, CFP®
Administrative Services Project Manager