Our advisors

Havard Lyons

Havard Lyons

CFP®, CIMA®, ChFC®, APMA®, CRPC®

Private Wealth Advisor

Chief Executive Officer of RoseStone Wealth Advisors
Learn more about Havard Lyons Visit Havard Lyons's website
Wendell Whetstone

Wendell Whetstone

CFP®, MBA, CRPC®, APMA®

Private Wealth Advisor

Chief Financial Officer of RoseStone Wealth Advisors
Learn more about Wendell Whetstone Visit Wendell Whetstone's website
Douglas Lawrence

Douglas Lawrence

MBA, CRPC®, APMA®

Financial Advisor

Managing Partner of RoseStone Wealth Advisors
Learn more about Douglas Lawrence Visit Douglas Lawrence's website
Terry Blackman

Terry Blackman

RICP®

Financial Advisor

Learn more about Terry Blackman Visit Terry Blackman's website
Christopher Steinsholt

Christopher Steinsholt

MBA, CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Christopher Steinsholt Visit Christopher Steinsholt's website
Megan Feulner-Hauser

Megan Feulner-Hauser

CFP®, BFA, CRPC®, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Megan Feulner-Hauser Visit Megan Feulner-Hauser's website
Will Street

Will Street

CRPC®, AAMS®, APMA®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Will Street Visit Will Street's website
Sara Whetstone

Sara Whetstone

Associate Financial Advisor

Learn more about Sara Whetstone Visit Sara Whetstone's website
Chad Boisseau

Chad Boisseau

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Chad Boisseau Visit Chad Boisseau's website

Our team

Stafford Lyons

Stafford Lyons

Office Manager,

Paraplanner

Qualifications

  • Bachelor of Science, Business Administration, Centenary College
  • Minor in Economics, Centenary College
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DeAnn McNeil

DeAnn McNeil

Client Service Coordinator

Kim Whetstone

Kim Whetstone

Client Service Coordinator

Sara Jones

Sara Jones

Client Service Coordinator

Joseph Goel

Joseph Goel

Operations Specialist