Our Professional Advisors
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B.W. (Brad) Fullington, CFP® Chief Executive Officer Founder & Senior Managing Partner Investment Advisor Representative
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Travis R. Baldridge Chief Operations Officer Founder & Senior Managing Partner Investment Advisor Representative |
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David R. McCain, MBA, CFP®, CIMA® Chief Investment Officer Senior Managing Partner Investment Advisor Representative |
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Ronald J. Naegle Senior Managing Partner Investment Advisor Representative |
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Marguerite Self Elkins, CFP®, J.D., LL.M Founding Partner Investment Advisor Representative |
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Wesley A. Tucker Senior Vice President Investment Advisor Representative |
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Glenn Lillycrop, CFP® Senior Vice President Associate Wealth & Benefits Advisor |
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Kevin Wilson Vice President & Team Leader Registered Representative |
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Kathy H. Bryson Vice President Associate Wealth & Benefits Advisor |
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Bryan Henderson |
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Jamie Fritsch Registered Assistant |
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Matthew D. McCain Associate Wealth & Benefits Advisor |
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Crystal Young |
| Timothy S. Helton Associate Wealth & Benefits Advisor Registered Representative
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| Kelly Greer Associate Wealth & Benefits Advisor |
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| Melissa Thomas Client Relations Coordinator |
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