Our advisors

Jeffrey Bellucci

Jeffrey Bellucci

CRPC®, ChFC®, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Jeffrey Bellucci Visit Jeffrey Bellucci's website
Cheryl Burress

Cheryl Burress

APMA®

Financial Advisor

Learn more about Cheryl Burress Visit Cheryl Burress's website
Patricia J Carnovale

Patricia J Carnovale

CRPC®, APMA®

Financial Advisor

Learn more about Patricia J Carnovale Visit Patricia J Carnovale's website
Scott Allen Edwards

Scott Allen Edwards

CFP®, CAP®, CLU®, ChFC®

Private Wealth Advisor

Learn more about Scott Allen Edwards Visit Scott Allen Edwards's website
Carl Heick

Carl Heick

CFP®, ChFC®

Private Wealth Advisor

Learn more about Carl Heick Visit Carl Heick's website
Randall Helt

Randall Helt

Financial Advisor

Learn more about Randall Helt Visit Randall Helt's website
Stephen T Hester

Stephen T Hester

CFP®, ChFC®, CRPC®

Private Wealth Advisor

Learn more about Stephen T Hester Visit Stephen T Hester's website
Bruce Irby

Bruce Irby

CRPC®

Private Wealth Advisor

Franchise Owner
Learn more about Bruce Irby Visit Bruce Irby's website
Becky Johnson

Becky Johnson

CFP®, MS, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Becky Johnson Visit Becky Johnson's website
Jon Lintner

Jon Lintner

Financial Advisor

Learn more about Jon Lintner Visit Jon Lintner's website
Jonathan Litmer

Jonathan Litmer

CFP®, APMA®

Financial Advisor

Learn more about Jonathan Litmer Visit Jonathan Litmer's website
Todd C O'Neil

Todd C O'Neil

ChFC®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Todd C O'Neil Visit Todd C O'Neil's website
Adit Ryan

Adit Ryan

APMA®, ChFC®, ChSNC®, CLU®, CRPS®

Financial Advisor

Learn more about Adit Ryan Visit Adit Ryan's website
Terry Lee Smallwood

Terry Lee Smallwood

CRPC®

Financial Advisor

Learn more about Terry Lee Smallwood Visit Terry Lee Smallwood's website
John W Smith

John W Smith

ChFC®, CLU®, CASL®, APMA®, AIF®

Financial Advisor

Managing Partner of Cardinal Pointe Financial Group
Learn more about John W Smith Visit John W Smith's website

Michael Murphy

CFP®, APMA®

Financial Advisor

Learn more about Michael Murphy Visit Michael Murphy's website

Our team

Kenna Atwell

Kenna Atwell

Client Service Specialist,

Paraplanner
Ann Barnett

Ann Barnett

Business Development Manager

Mariza Bartlett

Mariza Bartlett

Client Service Specialist

Madge Brooks

Madge Brooks

Client Service Specialist,

Paraplanner
Amanda Caffee

Amanda Caffee

Client Service Specialist,

Paraplanner
Cheryl Couch

Cheryl Couch

Client Service Specialist

Brent Dube

Brent Dube

Financial Planning Analyst,

Paraplanner
Derek Head

Derek Head

Investment Manager

Eric Heick

Eric Heick

Financial Planning Analyst,

Paraplanner
Christa Knollman

Christa Knollman

Financial Planning Analyst,

Paraplanner
Kevin Lincoln

Kevin Lincoln

Investment Specialist,

Paraplanner
Lynn McMahon

Lynn McMahon

Client Service Specialist

Chris Meredith

Chris Meredith

Operations Director

Michael Murphy

Michael Murphy

Financial Planning Analyst,

Paraplanner
Annie Scott

Annie Scott

Financial Planning Analyst,

Paraplanner
Connor Smith

Connor Smith

Financial Planning Specialist

Lynne Tobey

Lynne Tobey

Client Service Specialist

Joy Urban

Joy Urban

Client Service Specialist

Judy Wannemacher

Judy Wannemacher

Client Service Specialist,

Paraplanner
Maria Wolters

Maria Wolters

Financial Planning Analyst,

Paraplanner
Laura Young

Laura Young

Operations Director