Executive Team David Hefty, CFP Chief Executive Officer Stacy Hefty President Joe Haupert Chief Business Officer Edison Byzyka, CFA Chief Investment Officer Christina North Chief Financial Officer Angie Lockwood, CPA Chief Transformation Officer | Corporate Development Integration Brian Wessley Chief Talent Officer Corporate Development Kelly Glogas Corporate Development Coordinator Jordan Smith Corporate Development Consultant Corporate Development Associates Cody Burkey Corporate Development Associate Spencer Mohre Corporate Development Associate Owen Repaal Corporate Development Associate Isaiah Rohrbach Corporate Development Associate