Your Team

Executive Team

Paul J. Mershon

CFP®, CLU, ChFC®, RHU
Founder, Private Wealth Advisor

Joe Laux

CFP®, CPWA®, CEPA®
Chief Executive Officer, Managing Partner, Certified Private Wealth Advisor

Zachary Green

CEPA®
Chief Growth Officer, Private Wealth Advisor

Shanna Rivera

Director of Operations

Wealth Advisors

Paul J. Mershon

CFP®, CLU, ChFC®, RHU
Founder, Private Wealth Advisor

Joe Laux

CFP®, CPWA®, CEPA®
Chief Executive Officer, Managing Partner, Certified Private Wealth Advisor

Zachary Green

CEPA®
Chief Growth Officer, Private Wealth Advisor

Nicholas Fisher

CFP®, CRPC®
Private Wealth Advisor

Scott Hadley

Private Wealth Advisor

David Bean

CPA®, CEPA®
Private Wealth Advisor

Pascal Kropf

CFP®
Private Wealth Advisor

Tom Rooney

Private Wealth Advisor

Client Services

Rhiana Whitmire

Marketing Manager

Kimber Prosser

Executive Assistant

Nannette Barras

First Impression Coordinator

Kelly Jackson

Client Associate

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Drew Reisdorff

Senior Trader

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions