Sean Stout, MBA, CFA
Senior Portfolio Manager
Darrell Mantle, MBA
Vice President & Relationship Manager
Charles Welsh, CFP®
Wealth Management Advisor
Larry L. Valencia, CFA
Vice President & Senior Portfolio Manager
Ryan Zeman, CTFA
Assistant Vice President & Relationship Manager
Jason Flores, CFA, CAIA
Chief Investment Officer
Jordan Ellis, CPFA™
Retirement Services Relationship Manager
Kerrie J. Rose, MBA
Portfolio Specialist
Greg Phillips, MBA
Vice President & Portfolio Manager
Barbara Braa, MBA, CTFA
Vice President & Relationship Manager