Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Jennifer Currin Gutridge, CFP®

Sr. Wealth Advisor

Portland – South

Jeremiah Barlow

Jeremiah H. Barlow, JD

EVP, Wealth Solutions

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Jesse Schenck, CFP®

Wealth Advisor

Jessica Chen - Wealth Advisor

Jessica Chen, CFA®

Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Joel Lange

Joel Lange, CFA

Sr. Wealth Advisor

John Carney

John Carney, CFP®

Wealth Advisor

John Day, CPA/PFS

Sr. Wealth Advisor

John Evans

John Evans, CFP®

Sr. Wealth Advisor

John Freemire

John Freemire, CFP ®

Wealth Advisor

John Mowery

John Mowery

Wealth Advisor, Director

Bloomington, Ames

John P. Middleton image

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Senior Wealth Advisor

John Swanson - Sr. Wealth Advisor

John Swanson, CFP®

Sr. Wealth Advisor

Jon Kennedy, CFP®, MSFS

Managing Director, Regis Group

Jonah Tinajero

Wealth Advisor

Jonas Noack Image

Jonas Noack, CFA®, CFP®

Wealth Advisor

J Mitchell

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Sr. Wealth Advisor, Sr. Director

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