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AUTHORS

Image for Elaine E. Bedel

Elaine E. Bedel, CFP®

CEO
Executive on Loan

Evan D. Bedel, CFP®

President

Image for Meredith Carbrey

Meredith Carbrey, CFP®

Sr. Wealth Advisor, Director

Image for Ryan A. Collier

Ryan A. Collier, CIMA®

Vice President and Director of Investment Management

Image for David Crossman

David Crossman, CFA

Sr. Portfolio Manager

Anthony Harcourt, CIMA®

Portfolio Manager

Image for Kathryn J. Hower

Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

Image for Jonathan Koop

Jonathan Koop, CFA

Sr. Portfolio Manager and
Manager of Investment Management

Image for Sarah Mahaffa

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

Image for Kate Sullivan

Kate Sullivan, CFP®

Wealth Advisor

Image for Cassi M. Vanderpool

Cassi M. Vanderpool

Chief Operations Officer

Image for Bill Wendling

Bill Wendling, CFA

Sr. Portfolio Manager and
Chief Investment Officer