Your Team

Leadership

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Eric Wishan

M.A.
Managing Director, Partner & Wealth Advisor

Michael David

AIF®
Managing Director, Partner & Wealth Advisor

Russ Nieland

CFP®, AIF®
Managing Director, Partner & Wealth Advisor

Joel Worsfold

CFP® ChFC® CLU® RICP® REBC®
Managing Director, Partner & Wealth Advisor

Executives

Ron Carson

CFP®, ChFC®
Founder and CEO, Co-Chief Investment Strategist

Paul West

CFP®, CAP®, CExP
Managing Partner

Nelly Carson

Chief Comfort Officer

Alex Rodawig

Managing Director & Head of Carson Wealth

Aaron Schaben

President

Teri Shepherd

President

Wealth Advisors

Tom Skelley

Wealth Advisor

Kevin J. Cicci

AIF®, PPC®
Managing Director, Partner & Wealth Advisor

Matt Kory

AIF®, PPC®, CPFA
Managing Director, Partner & Wealth Advisor

Karl V. Kimball

CLU®, ChFC®
Managing Director, Partner & Wealth Advisor

Michael “Mick” Edwards

CIMA®, CRPC®
Managing Director, Partner & Wealth Advisor

Lindsey Toole

Wealth Advisor

Ted DeLisi

AIF®, CKA®
Partner & Wealth Advisor

Penelope Paugh

ChFC®, CPFA, RICP®
Wealth Advisor

Andrew Nigrelli

AIF®
Managing Director, Partner & Wealth Advisor

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Scott Toms

CIMA®
Senior Wealth Advisor

John Saunders II

EA
Senior Wealth Advisor

Alan Wright

Managing Director, Wealth Advisor

Eric Wishan

M.A.
Managing Director, Partner & Wealth Advisor

Brad Dillon

Managing Director, Partner & Wealth Advisor

Daniel Leal

CRPC®
Associate Wealth Advisor

Shane Heizer

Wealth Advisor

Pete Mullen

Wealth Advisor

Michele Schreck

Wealth Advisor

Ashley Sowers

Wealth Advisor

Bonnie Bailey

CFP®
VP Business Development & Wealth Advisor

Grant Nieland

CFP®
Wealth Advisor

Teresa Milner

CDFA®
Wealth Advisor

Brady Schenk

MBA
Senior Relationship Manager

Michael Spiegler

CPA
Wealth Advisor

Justin Ehle

CFP®, CLU®
Wealth Advisor

Dennis McMillan

CLU®, ChFC®
Wealth Advisor

Jake Stone

MBA, RFC®
Wealth Advisor

Mark Lookabill

Wealth Advisor

Jonathan A. Moyer

CFP®
Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

Janet Barrett

ChFC®, CDFA®
Wealth Advisor

Jason Comes

Wealth Advisor

Joe Del Monte

Wealth Advisor

Jason Juhl

RICP®, AIF®
Wealth Advisor

Emily Lee

CFP®
Wealth Advisor

Jeff Maynard

AIF®
Partner, Wealth Advisor

James Caldwell

Wealth Advisor

Jamie Carroll

CFP®
Managing Partner, Wealth Advisor

Anna Fagan

AWMA®
Partner, Wealth Advisor

Matt Friedrichsen

RICP®
Wealth Advisor

Mike Garmone

CRPC®
Partner, Wealth Advisor

Iker Pimienta

Wealth Advisor

Giancarlo N. Plati

CIMA®, CRPS®
Director of Investments

Michael David

AIF®
Managing Director, Partner & Wealth Advisor

Matthew Gomoll

Partner, Wealth Advisor

John Harty

Wealth Advisor

Russ Nieland

CFP®, AIF®
Managing Director, Partner & Wealth Advisor

Alexander Reed

CFP® ChFC® RICP®
Wealth Advisor

Paul West

CFP®, CAP®, CExP
Managing Partner

Joel Worsfold

CFP® ChFC® CLU® RICP® REBC®
Managing Director, Partner & Wealth Advisor

James "Jim" Anderson

Senior Wealth Advisor

Trey Andrew

RICP®
Wealth Advisor

Mark D. Anleitner

CFP®
Partner, Wealth Advisor

Danny Barker

Wealth Advisor

Benjamin Bender

CFP®
Partner & Wealth Advisor

Scott E. Cadwell

CFP®, CPA
Managing Director, Partner, & Wealth Advisor

Tom Chaney

MRFC, AIF®
Wealth Advisor

Chris Conmy

AWMA®
Partner, Wealth Advisor

Jill Gosz

CFP®
Wealth Advisor

Chris Graw

CLU®, ChFC®, CFP®
Partner & Senior Wealth Advisor

Scott E Grooms

CFP®
Managing Director, Partner and Wealth Advisor

Timothy Hall

CLU®
Wealth Advisor

Kyle Hatch

CFP®
Senior Wealth Advisor, Private Client Services

Patrick Healy

CFP®
Wealth Advisor

Matt Hinz

Wealth Advisor

Mike Kabarec

CPA, PFS
Senior Wealth Advisor

Kent Kuhlmann

CEPA
Managing Director, Wealth Advisor

Mark McCallum

CFP®, MBA
Managing Director, Partner & Wealth Advisor

Milo Park

Wealth Advisor

KC Pochobradsky

Wealth Advisor

Jon Read

CFP®
Senior Wealth Advisor

Lisa Thuer

Partner, Wealth Advisor

Chris Tobey

CFP®
Wealth Advisor

Tom Varghese

Wealth Advisor

Beth V. Walker

Wealth Advisor

Gregory Worcester

CFP®
Wealth Advisor

Clifford York

Wealth Advisor

Client Services

Joshua Klooz

CFP®, MBA
Senior Wealth Planner

Emma Haman

Relationship Manager

Patty Jaramillo

Client Service Associate

Julia (Lyle) Hammond

Client Services Manager

Makayla Bowman

Client Relationship Manager

Connor Butler

Relationship Manager

Cindy Crimmins

Operations Associate

Melanie Davis

Director of First Impressions

Kenda Dunaway

Director of First Impressions

Travis Ely

Client Relationship Manager

Jessica Hansen

Marketing Operations Specialist

Mia Kitner

Director of Client Services

Chad Marriott

Relationship Manager

Kayla Matney

Client Relationship Manager

Peggy Monahan

Private Client Manager

Chelsy Nekvinda

Client Relationship Associate

Luis Rosales

Relationship Manager

Tracy Shuler

Director of First Impressions

Halie Sims

Senior Relationship Manager

Sherin Storm Whitfield

Registered Representative
Director of Finance, Registered Administrative Assistant

Barbara Tomasello

Client Service Associate

Philip Vann

Client Service Associate

Andrew Walsh

Client Service Associate

Kristin Weber

Client Services Manager

Brenna Weems

Senior Relationship Manager

Linette Worsfold

Director of First Impressions

Steve Zlotnick

Insurance Specialist

Operations

Rae Lehman

Director of Operations

Sally Scott

Senior Relationship Manager

Tammy Rasplicka

Registered Representative
Vice President, Client Service

Saylor

Chief Comfort Officer

Donna Anderson

Client Service Associate

Susan Arsenault

FPQP™
Operations Manager

Sheila Barton

Lead Client Service Associate

Liz Beebe

Relationship Manager

Carla Beghtel

Director of Operations & Client Services

Kerry Benson

Director of Operations

Karen Brown

Director of Operations

Sophie and Molly Cadwell

Chief Comfort Officers

Amy Cadwell

Business Development Officer

Justin Carlson

Senior Client Services Associate

Jenni Cheney

Director of Partnership Operations

Tina Cicci

Director of Strategy and Marketing

Amy Constable

VP, Operations

Halley M. Craig

CFP®
CERTIFIED FINANCIAL PLANNER™, Branch Operations Manager

Zach DeLisi

Relationship Manager

Matthew Eston Pearson

Operations Manager, Senior Registered Client Associate (non-producing)

Thomas B. Fecteau

Client Relationship Manager

Michael Garcia

Operations Solutions Manager

Karen Gindhart

Client Services Specialist

Kandi Gordy

Director of Operation, Registered Professional

Morgan Graser

Director of Marketing & Transformations

Randall Griggs

Relationship Manager

Christopher Groman

Client Planning & Relationship Manager

Cherie Hayes

Bookkeeper

Jess Holler

Director of Operations

Maggie Kass

Client Service Manager

Allison Keller

Client Services Specialist

Patrice Kennard

Special Projects and Operations Manager

Amy Laur

Executive Administrator

Alyssia Lee

Operations Associate

Abby Mack

CExP
Director, Strategic Development

Brady Marlow

CFP®, CAP®­, CPWA®, CExP­­
Wealth Planner

Alex McHugh

Partnership Development Consultant

Lynn McNally

Operations Specialist

Thad McVay

Registered Client Relationship Specialist, Account Executive

Jenn Mershon

Operations Specialist

Ronda Moats

Director of Operations

Valerie Murphy

Operations Supervisor

Wendy Nemecek

Registered Client Relationship Specialist, Account Executive

LaMora Parker

Director of First Impressions

Brooke Perry

Relationship Manager

Kristen Rainone

Director of Operations

Alexis M. Rauschkolb

Relationship Manager

Barb Reed

Client Services Specialist

Reina Sandler

Transformation Manager

Mariya Scarborough

Marketing Coordinator

Erica Shaw

Director of First Impressions

Deann Showalter

Client Service Associate

Stacy Spaniolo

Branch Operations Manager

Jackson Sturgeon

Relationship Manager

Debbie Sturla

Client Services Manager

Joanna Swanson

Vice President, Sales & Development

Nicki Wells

Client Services Manager

Pete Zielinski

Senior Operations Manager

Finance

Kim Reed

Senior Vice President, Finance and Accounting

Mary Baber

Accounting Specialist

Aimee Elsasser

Senior Accountant

Annette Hargis

CPA
Chief Financial Officer

Megan Umsted

CPA
Accounting Specialist

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Shane Weaver

Director of Operations

Paul Ganow

Financial Professional

Research Department

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Senior Trade Support Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner

Marketing

Minna Burns

Vice President, Consumer Marketing & Events

Human Resources & Events

Kelsey Ruwe

SHRM-CP, PHR
Chief of Staff

Kristen Buell

Executive Assistant

Lauren Goranson

PHR
Director, Human Resources

Jill Hamilton

Event Producer

JoDee Klinker

Director of Talent Acquisition

Katie Sautter

Concierge Associate

Jane Vlcek

Director of First Impressions