Our Kingsport Team

Leadership

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Christopher Abla

AWMA®, APMA®, AAMS®, CRPC®
Wealth Advisor

Emily Lee

CFP®
Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

John Saunders II

Senior Wealth Advisor

Michael Spiegler

CPA
Private Wealth Advisor

Client Services

Julia (Lyle) Hammond

Client Services Manager

Kayla Rush

FPQP™
Advisor Resource Manager

Tracy Shuler

Director of First Impressions

Jake Stone

MBA
Director of Operations

Sherin Storm Whitfield

Registered Representative
Transformation Training Manager

Investments

Saumen Chattopadhyay

CFA®, CPA
Senior Vice President, Investment Platform

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

Saumen Chattopadhyay

CFA®, CPA
Senior Vice President, Investment Platform

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Kellie L. Duffy

Senior Trader, Registered Rep.

Jeff Harris

Mergers & Acquisitions 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

Trading Specialist, Registered Rep.

Advanced Solutions Team

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Director of Wealth and Estate Planning

Krista Thompson

Senior Wealth Planner

Russ Van Belle

Insurance Specialist

Erin Wood

CFP®, CRPC®, FBS®
Vice President, Wealth Planning

Ryan Yamada

Planner