Our Team
G.E. Buenning, CLU®
LPL Registered Principal
Lisa Esslinger
Chief Strategic Growth Officer
Jimmy Hasson, CFP®
Advisor Advocacy
Mike Akins, MBA
Chief Investment Officer | WWM: Chief Technical Officer | WWA: Orion Platform Director
Caden Russell
Chief Operations Officer
Caroline Rains
Executive Admin Assistant - Branch Development & Operations
Julie A. Gaffney
Accounting | Registrations
Stacey Holt
Transitions Specialist
Veronica Reynolds
Transitions Specialist
Amy Gunter
Administrative Specialist
Aprel German
Administrative Specialist
Ryan LaRosa
Administrative Specialist
Lynn Gill
Administrative Specialist
Andrea Colburn
Marketing | Orion Specialist
Hope Hoover
Director of Marketing | Graphic Designer
Kara Jett
Chief Compliance Officer
Benjamen Rothwell
Director, RIA Compliance
Cleland Knox
Senior Compliance Analyst
Debby Myers
Senior Compliance Analyst
Alex Ortiz
Technology Specialist
Heather Palumbo, CFS®
Paraplanner | Director of Portfolio & Investment Research
Brooke Martinez, AWMA®
Director of Financial Planning
Lisa White
Compliance Administrator
Michael Gaffney
Institutional Business Development Coordinator
Dane Steigerwald
Western Select Operations | Orion Billing
Hope Bristow
Administrative Assistant
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