Team
Our team.
Meet the advisors and staff.
Managing Partners
Chris J. Held
Managing Partner, Private Wealth Advisor
Chris J. Held
Managing Partner, Private Wealth Advisor
CFP®, CRPS®, Series 7 & 66*
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Cortland L. Golightly
Managing Partner, Private Wealth Advisor
Cortland L. Golightly
Managing Partner, Private Wealth Advisor
Series 6, 7, 63 & 66*
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Private Wealth Advisors
Ryan A. Chand
Private Wealth Advisor
Ryan A. Chand
Private Wealth Advisor
Series 7 & 66*
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Chris Dominguez
Private Wealth Advisor
Chris Dominguez
Private Wealth Advisor
Series 6, 63 & 65*
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Trent Larsen
Private Wealth Advisor
Trent Larsen
Private Wealth Advisor
CFP®, Series 7 & 66*
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Stephan V. Choulos
Private Wealth Advisor
Stephan V. Choulos
Private Wealth Advisor
JD, CFP®, Series 7, 66 & 31*
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Trey O'Connor
Private Wealth Advisor
Trey O'Connor
Private Wealth Advisor
Series 7 & 66*
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