Broker Check

Meet The Team

Meet The Team Our Team of Dedicated Professionals 

Benjamen Toth well

Benjamen Toth well

Director of RIA Compliance

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BJ Jennings

BJ Jennings, CFP

Certified Financial Planner™

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John Gilpin

John Gilpin

Investment Research & Trading Specialist

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Katie Higbee

Katie Higbee

Wealth Manager, Financial Advisor, Wayfinder

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Mike Akins

Mike Akins, MBA

FinTech Chief

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Tasha Martin

Tasha Martin

Administrative Specialist

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