
Stephanie Smith
Financial Planning Operations Manager

Scott Eggers
Plan Consultant

Kyle Harris
Plan Consultant

Marko Ungashick
CEO | "The Rock"

Ryan Rink
President | "The Connector"

Vern Cushenbery
Chief Investment Officer | "The Wonk"

Amber Kanzenbach
Financial Planner

Andy Mich
Chief Operating Officer | "Swordfish"

Bryan Montemurro
Financial Planner | "The Mayor of Income Town"
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Chris Ratigan
Financial Planner | "The Strategist"