Our Professional Advisors

Brad B.W. (Brad) Fullington, CFP®
Chief Executive Officer
Founder & Senior Managing Partner
Investment Advisor Representative

 

Travis Travis R. Baldridge
Chief Operations Officer
Founder & Senior Managing Partner
Investment Advisor Representative
Dave David R. McCain, MBA, CFP®, CIMA® 
Chief Investment Officer
Senior Managing Partner
Investment Advisor Representative
Ron  
Ronald J. Naegle
Senior Managing Partner
Investment Advisor Representative

Donna W. Guinn
Sr. Vice President
Associate Partner

Wes Wesley A. Tucker
Senior Vice President
Investment Advisor Representative
Glenn Glenn Lillycrop, CFP®
Senior Vice President
Associate Wealth & Benefits Advisor
Kevin Kevin Wilson
Vice President & Team Leader
Registered Representative
Bryan  

Bryan Henderson
Associate Wealth & Benefits Advisor
Investment Advisor Representative     

Jamie Jamie Fritsch
Registered Assistant 
Matt Matthew D. McCain 
Associate Wealth & Benefits Advisor
Crystal

Crystal Young 
Client Relations Coordinator

  Timothy S. Helton 
Associate Wealth & Benefits Advisor 
Registered Representative

 

  Kelly Greer 
Associate Wealth & Benefits Advisor
  Melissa Thomas
Client Relations Coordinator