Jarod Robillard, CFP®
Jarod is a seasoned financial professional who served as a Retirement Consultant for five years, guiding clients through the intricacies of retirement planning with meticulous attention to detail. Subsequently, he…
Meredith LaRock, CFP®, CTFA
Meredith began her career in the financial services industry in 2004. She came to Central Trust Company from a multi-family office where she worked closely with high-net-worth clients and their…
Chris Harris, J.D., CPA, CFP®
Chris, a distinguished tax professional, has focused on navigating the intricacies of the ever-changing tax landscape for the last seven years. Chris leverages his legal and accounting background to help…
Robert McCracken, CFP®
Robert has been serving clients in the financial industry since 2011, primarily focused on advising defined contribution plan sponsors and committee members on their fiduciary responsibilities in plan administration. He…
Linda Bowers, J.D., CFP®, AEP®, CEPA®
Linda’s passion is to assist clients with solutions that represent their values and make a difference in their lives. With over 29 years helping individuals with their wealth planning, and…
Sean Stout, MBA, CFA, CFP®
Sean has been building his financial services career since 2006, with roles in portfolio management, securities research, and financial advice. Prior to joining Central Trust Company, he was instrumental in…
Charles Welsh, CFP®
Charles has over 30 years of experience in the financial services industry. Areas of experience include asset management and distribution, fintech, and M&A. Charles’ primary responsibilities at Central Trust Company…
John Stringer, CFP®, CTFA
John has more than a decade of experience in the financial services industry, working in both banking and investments. Most recently, John was a Relationship Manager for our affiliate Central…
John Stieven, Sr., CFA, CFP®
John has more than 15 years of investment management experience along with an additional 22 years as a financial management educator. He served as a Senior Portfolio Manager for AG…
Nancy O’Neal, CFP®, CFIRS™
Nancy has worked in various areas of the financial services industry since 1974. Her primary role at Central Trust Company is to create, implement and monitor the policies and procedures…