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Team
 Kevin P. Whelan, CFA
Principal and Portfolio
Manager
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 Joseph P. Condren, CFA
Principal, COO and CCO
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 Julie Kist, CFP®
Wealth Advisor
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 Natalé Monastra
Investment Associate
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 Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board
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 Nathan A. Bishop, CFA
Principal and Portfolio
Manager
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 Nathan M. Bailey, CFA, CFP®
Principal
and Portfolio Manager
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 Lauren Hipp
Wealth Associate
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 Nick Shamsi
Wealth Associate
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 Len A. Haussler, CFA, CPA
Founder and Chairman of Advisory Board
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