Your Team

Wealth Advisors

Brian O. Butler

CRPC®, CPFA®, CEPA
CEO, Senior Wealth Advisor

Marlon K. Scott

CRPC®
Regional Vice President, Senior Wealth Advisor

Paul Boudwin

Regional Vice President, Senior Wealth Advisor

Joel Garrett

CRPC®, CPFA®
Wealth Advisor

Matthew Washington, Jr.

CPFA®
Wealth Advisor

Operations

Melanie Butler

CLU®, MBA
Director of Operations

Investments

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Drew Reisdorff

Senior Trader

Jake Bleicher

CFA®
Co-Portfolio Manager

Jordan Pieper

Trading Specialist

Kaleigh Sanders

Trading Operations Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Kevin Zlomke

Director of Trading

Matthew (Matt) Smith

Senior Trader

Todd Knott

Senior Institutional Trader

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Scott Budd

CFP®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner