A Close Knit Team Of Multidisciplinary Advisors

Michael J. Aroesty
CFP®
Chief Investment Officer

Jody R. Beegle
Client Service Associate

Michele "Mickey" L. Gilbert
Receptionist

Taylor Glock
MBA
Financial Advisor

Curtis W. Hart
Associate Advisor

Robert Holler
Senior Financial Advisor

Steven Kohler
CFP®, CPFA®
Chief Planning Officer

Nancy I. Kunz
CFP®, CPFA®, ChFC®, CLU®
Senior Financial Advisor

Marvin N. Ledgister
Associate Advisor

Leah E. McNally
Client Service Associate

Loraine Montanye
CFP®, AIF®
Senior Retirement Plan Advisor

Heather Ostrowski
Chief Financial Officer

Connie J. Pallof
QKA®
Client Service Associate

Jesse B. Root
CFA®
Research Analyst

Alec F. Root
CFA®
Senior Advisor

David B. Root, Jr.
CFP®
Founder & Chief Executive Officer

Adam M. Souply
CFA®, CPFA®, AIF®, MBA
Senior Financial Advisor

Charles J. Stout
JD, AIF®
Senior Financial Advisor

Jeremy L. Suschak
CFP®
Head of Business Development

Dana Zarnich
Chief Compliance Officer