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Rex Whiteside

President - Financial Advisor

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Stephanie Peterson

Director of Operations

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Buck Thornton
​CFP®

Partner - Financial Advisor

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Daphne Matthews

Client Services Manager

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Ryan Sleeper

​CFP®

Certified Financial Planner (TM)

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Jim McCarthy
WMS®

Financial Advisor

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Josh Hall 
CFP®

Financial Advisor

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Holly Gage
MBA

Relationship Manager

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Cole Girouard
MBA

Relationship Manager

Madison 
Whiteside

Relationship Manager

Derrick
Dees

Partner - Financial Advisor

Chloe
Novak

Relationship Manager

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