Associates

Attorney Strategic Alliances

• Jeffrey S. Baird

  Attorney & Counselor at Law, Brown & Fortunato P.C.

• Gary L. Longmore

  Attorney & Counselor at Law, Ray Quinney & Nebeker

• I. Alfonso Zambrano

  Attorney & Counselor at Law, Brown & Fortunato P.C.

Banking Strategic Alliances

• Drew Hegi

  Commercial Lender Professional Services Division, First Financial Bank

• Jimmy Neil

  General Manager of Pharmacy Division, Live Oak Bank

Cardinal Health Strategic Alliances

• John Fiacco

  Vice President Pharmacy Transition Services, Cardinal Health

• Brett Fortier

  Director of Pharmacy Acquisition, Cardinal Health

• Chad Sanders

  Director of Pharmacy Acquisition, Cardinal Health

• Judd Wilstead

  Director of Pharmacy Acquisition, Cardinal Health

National Planning Team

• Robert E. Appel

  Second Vice President of National Design/Advanced Planning

• Ben T. Huddle

  Director of Financial Advisory Services

• Timothy S. Johnson

  Chief Investment Strategist

• Dianna Parker

  Director of Planning

• Douglas B. Richmond

  Director, Sagemark Consulting Private Wealth Services

• Donna L. Rowan

  National Design/Advanced Planning Attorney

• Robert A. Studin

  Executive Director, Financial Advisory Services

• William D. Wright

  Director, Sagemark Consulting Private Wealth Services

• Mary T. Young

  Director of Financial Advisory Services