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Jun 4, 2024

The Corporate Transparency Act

The CTA was enacted in 2021 to combat criminal activity, such as money laundering, tax fraud, and financing of terrorism.

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AUTHORS

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Elaine E. Bedel, CFP®

CEO
Executive on Loan

Evan D. Bedel, CFP®

President

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Meredith Carbrey, CFP®

Sr. Wealth Advisor, Director

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Ryan A. Collier, CIMA®

Vice President and Director of Investment Management

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David Crossman, CFA

Sr. Portfolio Manager

Anthony Harcourt, CIMA®

Portfolio Manager

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Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

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Jonathan Koop, CFA

Sr. Portfolio Manager and
Manager of Investment Management

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Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

Abby Presley, CFP®

Wealth Advisor &
GenerationNeXt Team Leader

Mathew J. Ryan, MBA, CFP®, EA

Financial Planning Specialist

Austin Stagman, CIMA®

Portfolio Manager

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Kate Sullivan, CFP®

Wealth Advisor

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Cassi M. Vanderpool

Chief Operations Officer

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Bill Wendling, CFA

Sr. Portfolio Manager and
Chief Investment Officer