Mark T. Hebner

Founder & President

Wealth Advisor

Mark T. Hebner

Wes Long

Executive Vice President

Director of Advisor Services and Marketing

Wes Long

Cindy Mason

Chief Financial Officer

Cindy Mason

Michelle Ojeda

Co-Chief Compliance Officer

Michelle Ojeda

Sean Dignan

Co-Chief Compliance Officer

Sean Dignan

John Dahlin

Director of Tax

IFA Taxes, a division of Index Fund Advisors

John Dahlin

Kai Xiong

Senior Portfolio Manager

CFA Charterholder

Kai Xiong

Shareen Balkey

Director of Retirement Services

Shareen Balkey

Anne Page

Director of Client Services

Anne Page