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Our Team


G.E. Buenning

G.E. Buenning, CLU®

LPL Registered Principal

Lisa Esslinger

Lisa Esslinger

Chief Strategic Growth Officer

Jimmy Hasson

Jimmy Hasson, CFP®

Advisor Advocacy

Mike Akins

Mike Akins, MBA

FinTech Chief

Caden Russell

Caden Russell

Chief Operations Officer

Caroline Rains

Caroline Rains

Executive Admin Assistant - Branch Development & Operations

Julie A. Gaffney

Julie A. Gaffney

Director of Accounting & Registrations

Stacey Holt

Stacey Holt

Transitions Specialist

Veronica Reynolds

Veronica Reynolds

Transitions Specialist

Amy Gunter

Amy Gunter

Manager of Administrative Services

Aprel German

Aprel German

Manager of Administrative Services

Ryan LaRosa

Ryan LaRosa

Administrative Specialist

Lynn Gill

Lynn Gill

Administrative Specialist

Andrea Colburn

Andrea Colburn

Marketing | Orion Specialist

Hope Hoover

Hope Hoover

Director of Marketing | Graphic Designer

Kara Jett

Kara Jett

Chief Compliance Officer

Benjamen Rothwell

Benjamen Rothwell

Director, RIA Compliance

Cleland Knox

Cleland Knox

Senior Compliance Analyst

Debby Myers

Debby Myers

Senior Compliance Analyst

Alex Ortiz

Alex Ortiz

Technology Specialist

Brooke Martinez

Brooke Martinez, AWMA®

Director of Financial Planning

Lisa White

Lisa White

Compliance Administrator

Michael Gaffney

Michael Gaffney

Institutional Business Development Coordinator

Dane Steigerwald

Dane Steigerwald

Western Select Operations | Orion Billing

Hope Bristow

Hope Bristow

Administrative Assistant