Find an advisor that fits.
Find an advisor whose personality and strengths will serve your goals (our whole team will back them up as they support you).
Our Team
Matt Andreas
Financial Advisor, CIMA®, CFP®
Dublin
Doug Bambeck
President, Chief Compliance Officer, AIF®
New Philadelphia
Kandy Bichsel
Client Relationship Specialist
New Philadelphia
Darren Brooks
Financial Advisor, AIF®
Mentor
Matt Campbell
Financial Advisor, CFP®, ChFC®, AIF®
Millersburg
Kathy Evans
Client Relationship Specialist
Dublin
Doug Feller
Financial Advisor, CFP®, CFA®
Dublin
Max Feller
Financial Advisor
New Philadelphia
Stephen Frank
Financial Advisor, AIF®
Dublin
Tiffany Gallion
Client Relationship Specialist
Millersburg
Courtney Hart
Senior Client Relationship Specialist
Dublin
Chris Hensel
Financial Advisor, MBA, AIF®
New Philadelphia
Heather Milburn
Compliance & Operations Manager
New Philadelphia
Doug Miller
Client Relationship Specialist
Dublin
Cale Ogi
Senior Client Relationship Specialist
New Philadelphia
Lisa Schura
Client Relationship Specialist
Mentor
Thomas Schrock
Financial Advisor
Independence
RJ Swindaman III
Financial Advisor, CFP®,CPFA
Dublin
Kelly Wallick
Customer Service Manager
New Philadelphia
Tony Yoder
Financial Advisor
New Philadelphia