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
Marguerite - head Marguerite Self Elkins, CFP®, J.D., LL.M 
Founding Partner
Investment Advisor Representative
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
Kathy H. Bryson
Vice President
Associate Wealth & Benefits Advisor
Bryan  

Bryan Henderson
Associate Wealth & Benefits Advisor
Registered 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