Kristen Luke 10/31/25 Kristen Luke 10/31/25 Patricia Buchholtz Chief Compliance Officer, Paraplanner, Partner Read More Kristen Luke 10/30/25 Kristen Luke 10/30/25 Aimee Calderon, CFP® Financial Advisor, Partner Read More Kristen Luke 10/29/25 Kristen Luke 10/29/25 Russell Hall, CFP®, CPWA® Director of Financial Planning, Partner Read More Kristen Luke 10/28/25 Kristen Luke 10/28/25 Clarissa Hartono, CFP® Financial Advisor Read More Kristen Luke 10/27/25 Kristen Luke 10/27/25 Maya Kridner Paraplanner, Notary Public, Partner Read More Kristen Luke 10/26/25 Kristen Luke 10/26/25 Carl Lachman, MBA, CFP® Vice President, Partner Read More Kristen Luke 10/26/25 Kristen Luke 10/26/25 David Little, CFA, CFP® President, CEO, Partner Read More Kristen Luke 10/25/25 Kristen Luke 10/25/25 David MacLeod, CFA, CFP® Chief Investment Officer, Partner Read More Kristen Luke 10/24/25 Kristen Luke 10/24/25 Travis McShane, CFA, CFP® Financial Advisor, Partner Read More Kristen Luke 10/23/25 Kristen Luke 10/23/25 James Moore, CFP® Financial Advisor, Partner Read More Kristen Luke 10/19/25 Kristen Luke 10/19/25 Jennifer Murdock, ChFC® Paraplanner Read More Kristen Luke 10/18/25 Kristen Luke 10/18/25 Russell Murdock, CFA Financial Advisor Read More Kristen Luke 10/18/25 Kristen Luke 10/18/25 Daniel Nandor, CFP® Paraplanner Read More Kristen Luke 10/18/25 Kristen Luke 10/18/25 Laura Paulescu Systems Administrator Read More Kristen Luke 10/17/25 Kristen Luke 10/17/25 Amber Shrosbree, CFP® Financial Advisor Read More Kristen Luke 10/16/25 Kristen Luke 10/16/25 Cheryl Thompson Client Relations, Partner Read More Kristen Luke 10/15/25 Kristen Luke 10/15/25 Kaden Wingerd Paraplanner Read More
Kristen Luke 10/31/25 Kristen Luke 10/31/25 Patricia Buchholtz Chief Compliance Officer, Paraplanner, Partner Read More
Kristen Luke 10/30/25 Kristen Luke 10/30/25 Aimee Calderon, CFP® Financial Advisor, Partner Read More
Kristen Luke 10/29/25 Kristen Luke 10/29/25 Russell Hall, CFP®, CPWA® Director of Financial Planning, Partner Read More
Kristen Luke 10/27/25 Kristen Luke 10/27/25 Maya Kridner Paraplanner, Notary Public, Partner Read More
Kristen Luke 10/26/25 Kristen Luke 10/26/25 Carl Lachman, MBA, CFP® Vice President, Partner Read More
Kristen Luke 10/26/25 Kristen Luke 10/26/25 David Little, CFA, CFP® President, CEO, Partner Read More
Kristen Luke 10/25/25 Kristen Luke 10/25/25 David MacLeod, CFA, CFP® Chief Investment Officer, Partner Read More
Kristen Luke 10/24/25 Kristen Luke 10/24/25 Travis McShane, CFA, CFP® Financial Advisor, Partner Read More
