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.

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director

William Howard

William Howard, CFP®, CFA

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Wealth Advisor

Austin, Houston, Covington

William S. “Stan” Bivin, CFP®

Sr. Wealth Advisor

William Sands, CFP®

Wealth Advisor

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

Zac Reynolds, CFA®

Sr. Wealth Advisor

Zeke Aviles, CFP®

Wealth Advisor

Bryan Powers

Bryan Powers, CFP^®

Executive Vice President, Sales

Laura Thompson

Laura Thompson

Director, Regional Client Development

Austin, Bartlesville, Covington, Dallas – Park Cities, Houston, Ponca City

Will Mannon

Will Mannon

Head of Sales

Austin Minor

Austin Minor

Regional Vice President

Westport, Fairport, West Hartford, Woodbridge

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Ketchum, Portland, Portland – South, Spokane

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Glen Minton

Glen Minton, CFP®

Sr. Vice President

Austin, Houston, Covington

Jeff Blum

Regional Vice President

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Minneapolis, Bloomington, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Raul-Palma

Raul Palma

Regional Vice President, Community

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