Team

While many firms are made up of a collection of individuals, ours works as a team to see to your every need. The sum of our combined experience comes together to create a team that can meet not only the needs of a wide range of clientele, but also the many personal requirements of each individual client. We invite you to click on each associate to learn about our team’s care, contribution and experience.

**John Merrill** President Chief Investment Officer

**Brian Merrill, CFP®** Vice President Corporate Development Officer, Chief Financial Officer

**Keith Fenstad, CFP®** Vice President Director of Wealth Planning, Chief Compliance Officer

**Tom Bruce** Macro Investment Strategist

Peter Faust, CFP® Wealth Advisor — **Peter Faust, CFP®** Senior Wealth Advisor

**Reagan Fredrickson** Trading and Operations Associate

**Abigail Gunderson, CFP®** Senior Wealth Advisor

**Pooja Gupta** Communications and Marketing Manager

Curtis J. Holden, CFA® Senior Investment Officer — **Curtis J. Holden, CFA®** Senior Investment Officer

**Adam Lawrence, CPA** Associate Wealth Advisor

Donna Loras Office Administrator — **Donna Loras** Office Manager

**Michael Pumphrey, MS, CFP**®, **AFC®** Senior Associate Wealth Advisor

Jeff A. Speight, CFP® Senior Wealth Advisor — **Jeff A. Speight, CFP®** Senior Wealth Advisor