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Adam T. Eagleston, CFA
Principal
and Portfolio Manager
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Joseph P. Condren, CFA
Principal, COO and CCO

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Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst
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Brad J. Rapking
Equity Trader

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Jakki L. Haussler, Esq., CPA
Founder and CEO

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Debra Gordon
Director - Marketing
and Client Relations
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Nathan M. Bailey, CFA
Associate Wealth Advisor

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Michael R. Knapke
Manager - Marketing and
Client Relations
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Matt Mautino
Operations Support

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David W. Wagner III
Research Analyst

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John A. Ferguson, CFA
Principal
and Portfolio Manager
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Nathan A. Bishop, CFA
Principal
and Portfolio Manager
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Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager
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Kevin P. Whelan, CFA
Principal
and Portfolio Manager
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