W. David Fay, MBA, MLA
Vice President & Wealth Management Advisor
Arthur Blackman
Vice President & Portfolio Manager
Sean Stout, MBA, CFA, CFP®
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, MBA, CTFA
Vice President & Relationship Manager
Jason Flores, CFA, CAIA
Executive Vice President & Chief Investment Officer
Jordan Ellis, CPFA®
Vice President & Retirement Services Business Development Officer
Kerrie J. Rose, MBA
Portfolio Specialist