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 Kyle Osting General Counsel | Chief Compliance Officer Brian Wessley Chief Talent Officer Partner Integration Tom Knippa Partner Integration Advisor Nicole Hansen Director of Partner Integration Isaiah Rohrbach Partner Integration Team Lead Owen Cooper Partner Integration Associate Tyler Korn Partner Integration Associate Jackson Trahin Partner Integration Associate Parker Woods Partner Integration Associate