Our advisors

John B Carroll

John B Carroll

CFA, CFP®, APMA®, ChFC®, CRPC®

Financial Advisor

Learn more about John B Carroll
Adam H Carson

Adam H Carson

CFP®, APMA®

Financial Advisor

Chief Financial Officer of Kindred Wealth
Learn more about Adam H Carson
Link Cotham

Link Cotham

CRPC®, APMA®

Financial Advisor

Learn more about Link Cotham
Omar M Rosales

Omar M Rosales

Associate Financial Advisor

Learn more about Omar M Rosales
Cayla Taylor

Cayla Taylor

Associate Financial Advisor

Learn more about Cayla Taylor
Mark E Woody

Mark E Woody

CFP®, CLU®, ChFC®, APMA®, CASL®

Private Wealth Advisor

Chief Executive Officer of Kindred Wealth
Learn more about Mark E Woody

Our team

John Robinson

John Robinson

Client Service Manager

Susan K. Robinson

Susan K. Robinson

Financial Planning Assistant

M. Scott Rogers

M. Scott Rogers

Operations Specialist

Melissa Schmidt

Melissa Schmidt

Client Service Specialist

James Wilbanks PhD

James Wilbanks PhD

Investment Manager,

Chief Operating Officer
Nancy Zehrbach

Nancy Zehrbach

Executive Assistant