Team

Brandon C. Johnson, CFA

Principal, Chief Executive Officer

Wendy M. Johnson, Esq.

General Counsel, Chief Compliance Officer

Bert W. Williams

Partner, Managing Director

Mark P. McConnell, CFP^®, CPWA^®

Partner, Managing Director

Kristin R. Keffeler, MSM, MAPP

Partner, Chief Learning Officer

Eric H. Traupe, MBA

Chief Strategy Officer

Eric S. Adams, CFA, CAIA^®

Partner, Co-Chief Investment Officer

Erica A. Gattis, CPA

Partner, Controller

Bryant J. Hicks

Partner, Director of Operations

Madeleine P. Heringer

Director of Strategic Initiatives

Jim B. Callahan, CFP^®, CFA

Senior Client Advisor, Advisory Team Lead

Laura K. Peterson

Senior Client Advisor

Rachel Epstein McKiernan, CPWA^®

Partner, Senior Client Advisor

Robert L. Lawrence Jr., MBA

Partner, Senior Client Advisor

Aidan J. Scott, JD

Partner, Client Advisor

Brendan M. Castleman, CFA

Client Advisor

Leland Andy L. Moyer, Jr., CMA, MACC

Senior Financial Planner

Tiffani N. Porter, CFP^®

Associate Advisor, Associate Advisor Team Lead

Krista M. Rutz, CFP^®

Senior Associate Advisor

Sean V. Janni, CFP^®, CFA

Senior Associate Advisor

Fergus D. Hall

Associate Advisor

Nicole A. Caizzo

Associate Advisor

Tara J. Kravas

Associate Advisor

Keri A. Neujahr

Advisory Analyst Team Lead, Head of Special Projects

Dana C. McNulty

Advisory Analyst

Sam O. Rice

Advisory Analyst

Max H. Bastien, CFA

Senior Portfolio Manager

Kaley A. Kris, CAIA^®

Portfolio Manager

Tommy L. Batcha, CAIA^®

Portfolio Manager

Matt A. Canning

Associate Portfolio Manager

Ben A. Lloyd, CFA

Investment Analyst

Tyler B. Duke

Senior Intelligence Analyst

Jesse K. Margetson, CFP^®

Senior Human Capital Advisor

Nicole M. Libbey, MA

Senior Human Capital Associate Advisor

Mark D. Monson

Senior Investment Operation Analyst

Callie J. Hodgkinson

Project Manager

Ed M. Simon

Senior Investment Operations Analyst

Ashlie M. Helgeland

Investment Operations Analyst

Cash K. Forster

Investment Operations Analyst

Nick J. Tabor

Investment Operations Analyst

Esteban I. Missura, MSF

Data Analyst

Mary B. Wright, CPA

Accounting Manager

Brian D. Wilson

Staff Accountant

Jadyn J. Klein

Staff Accountant

John B. Bell

Staff Accountant

Kaitlyn R. Domenico

Senior Accountant

Bonny M. Arndt

Director of First Impressions

Richelle R. Valero

Executive Administrator

Amy J. Booth

Office Manager/Receptionist

Carly K. Hardman

Compliance Analyst

Casey K. Smith

Compliance and Human Resources Associate