Form ADV Part 2B 

Betsy Cox

CFP®

Betsy Cox

Brian Westemeyer

AIF®

Brian Westemeyer

Devin Reimer

Devin Reimer

Jeff Belton

AIF® · CPFA

Jeff Belton

Kevin Dulitz

AIF® · CRPS®

Kevin Dulitz

Mandie Scott

AIF®

Mandie Scott

Nick Madl

CFP® · CRPS®

Nick Madl

Sam Matheson

CPFA

Sam Matheson

Brad Arends

J.D.

Brad Arends

Connor Dorsey

J.D.

Connor Dorsey

Grant Arends

AIF®

Grant Arends

Joel Twedt

ChFC® · CLTC®

Joel Twedt

Lindsay Stout

Lindsay Stout

Matt Twedt

CFP® · CLTC®

Matt Twedt

Paul Wick

CFA®

Paul Wick

Scott Wightman

CFA®

Scott Wightman

Brandon Budd

AIF® · RICP®

Brandon Budd

David Busselman

CFP®

David Busselman

Jared Goforth

Jared Goforth

Justin Wetz

Justin Wetz

Lynn Kermes

AIF® · CPFA

Lynn Kermes

Nick Austin

CPFA

Nick Austin

Petros Koumantaros

CPFA

Petros Koumantaros

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