Wealth Advisors
John M. Parsons

John M. Parsons

OWNER & WEALTH ADVISOR
John William Parsons

John William Parsons

MANAGING PARTNER & WEALTH ADVISOR
Polina Pavlova

Polina Pavlova

CHIEF OPERATING OFFICER, WEALTH SERVICES ASSOCIATE
Marie Smith

Marie Smith

WEALTH SERVICES ASSOCIATE
Operations
Agustin Arroyo

Agustin Arroyo

CLIENT SERVICES ASSOCIATE & REGISTERED REPRESENTATIVE
Cassie Houchin

Cassie Houchin

RECEPTIONIST
Amy Meister

Amy Meister

COMPLIANCE COORDINATOR
Carla Stirling

Carla Stirling

JUNIOR HEAD OF OPERATIONS & REGISTERED REPRESENTATIVE
Client Services
Fred Parsons

Fred Parsons

HEAD OF SECURITY
Muggsy H. Smalls

Muggsy H. Smalls

Director of First Impressions
Coco Thompson

Coco Thompson

INTERN
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

VP, Investment Platform
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Wealth Enhancement Group
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Director of Retirement Research
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Elizabeth Schanou

Elizabeth Schanou

JD

Director of Wealth and Estate Planning
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

VP, Investment Platform
Brett Carson

Brett Carson

CFA®

Director of Research
Alex Blankenburg

Alex Blankenburg

Associate Trader
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Jeff Harris

Jeff Harris

Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Alyssa Zuck

Alyssa Zuck

Trading Specialist, Registered Rep.