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Brad McMillan
Managing Principal, Wealth Management & Chief Investment Officer
Karen Mccoll
SVP, Wealth Management
Brian Price
Managing Principal, Investment Management & Research
Ryan Dixon
Investment Advisor
Jim McAllister
Vp, Investment Management
Marta Nowak
Assistant To The Chairman - Family Office
Charlotte Jay
Financial Advisor At Jay Financial Group
Bryan Rutledge
Investment Supervision Principal
Daniel McMahon
Investment Advisor Representative
Paul E. Honeycutt
Investment Adviser Representative & Registered Representative
Sam Franco
Chris Fasciano
Chief Market Strategist
Frank Gambardella
Financial Advisor / Certified Financial Planner® Practitioner
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Scania
Campari Group
Fiserv
Gogoro
Ceuvoé
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