Dick Pfister

Chief Executive Officer/Founder

Carl Adams

Managing Director, Private Client Group

Marc Seward

Senior Wealth Manager

Tonya Dupree

Director of Operations

Melissa Silverthorn

Compliance Supervisor

David Suckau

Research Analyst and Trader

Brian Marvin

Senior Wealth Advisor

Jonathan Elsberry

Senior Wealth Advisor

Nicole Montes

Manager, Growth & Events

Lillian Lopez

CLIENT SERVICE AND OPERATIONS SPECIALIST

Kimmy Martin

Senior Manager - Client Service & Operations