Daniel J. FulferSenior Advisor, Managing Member Darin Carroll CFP®, MSPFP, BFA™, AAMS®Senior Financial Advisor, Partner Alissa Whittle BFA™, CPFAFinancial Advisor Andrew “Drew” FulferAdvisor Assistant Grant HardingAdvisor Assistant Rachel Lynn RosebroughOperations Manager Trina CuthbertClient Relationship Manager & Advisor Assistant
