Drew A. Ahrens

Chief Compliance Officer

Troy E. Bute, CFP®

Senior Wealth Advisor | Co-founder

Alvaro Munoz

Research Analyst & Senior Trader

Brian W. Peterson, CFP®

Wealth Advisor | Partner

Nic Reed, CFP®

Wealth Advisor | Partner

Aldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPA

Chief Investment Officer | Partner

Robert J. Wootton, MBA, CFP®

Senior Wealth Advisor | Partner