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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