Jon Forbes | President, CFA, CFP®

Justin Ross | Owner & Partner

Jennifer Hernandez | Financial Planner, CFP®, EA

Crystal Karstens | Chief Compliance Officer, Associate Financial Planner

John Pfaffmann | Investment Manager

Hope Radliff | Client Services Administrator

Juli Kent | Client Services Administrator

Joy Kurschner | Office Administrator

Kyle Householder | Senior Associate Financial Planner, CFP®

Delaney Uehling | Associate Financial Planner

Petra Reception

Petra Office

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