Broker Check

Team

David Hefty, CFP®

CEO and Co-Founder

Stacy Hefty

President and Co-Founder

Doug Lockwood, MBA, CFP ®

Branch President and Wealth Partner

Angie Lockwood, CPA

Vice President of Operations

Edison Byzyka, CFA

Chief Investment Officer

Brian Neal, AAMS®

Wealth Partner

Adam Spence

Wealth Partner

Austin Baker

Client Operations Associate

Ben Streeter

Client Operations Associate

Brian Wessley

Chief Talent Officer

Brian James

Financial Advisor

Brittany Miller

Client Care Coordinator

Charles Hart

Wealth Partner

Connie Hering

Client Operations Associate

Dahiana Ledo

Accounting Specialist

David Scott

Investment Trading Analyst

Dennis Kehoe

Wealth Partner

Devin Nieuwlandt

Investment Operations Associate

Donovan McVey

Financial Advisor

Erica Elechi

Client Care Coordinator

Erik Herstad

Financial Advisor

Hannah Schuler

Client Care Coordinator

Ian Troutman

Financial Advisor

Ian Stroud

Investment Operations Associate

Isaiah Delph

Investment Operations Associate

Jane Lichtsinn

Compliance Analyst

Justin Guess

Financial Advisor

Kacy Brumett

Marketing Specialist

Kelly Tobias

Client Operations Associate

Kentrina Mapes

Client Experience Manager

Kiersten Gaston

Client Operations Associate

Layton Ginder

Financial Advisor

Lynne Smith

Talent Development Specialist

Max Kramer

Financial Advisor

Michael Lawler

Systems Administrator

Nadia Conti

Marketing Director

Nole Harris

Trading Operations Team Lead

Pete Kempf, MBA

Financial Advisor - Indiana

Scott Bradtmiller

Chief Compliance Officer

Tom Knippa

Wealth Partner

Tori Deleon

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