Our Hagerstown Team

Leadership

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Bonnie Bailey

CFP®
Advisor Resource Manager

Shane Heizer

Wealth Advisor

John Saunders II

EA
Senior Wealth Advisor

Ashley Sowers

Wealth Advisor

Scott Toms

CIMA®
Senior Wealth Advisor

Operations

Amy Constable

Operations Manager

Jess Holler

Director of Operations

Allison Keller

Client Services Specialist

Reina Sandler

Transformation Manager

Mariya Scarborough

Partner Success Coordinator

Erica Shaw

Director of First Impressions

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

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

Trade Operations Analyst

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Director, Carson Coaching

Jody Jackson

FPQP™
Paraplanner

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Senior Wealth Planner

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

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

Ryan Yamada

CFP®
Planner