Your Team of Financial Advisors

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Lee Siler

President & CEO, AKA The Stock Dr.

Justin Kenney

Registered Investment Advisor

Nikki L. Ward, CFP®

COO/CERTIFIED FINANCIAL PLANNERTM

Jarrod Bokhart

Registered Investment Advisor

Patricia Button

Operations

Chad E. Vergason, CFP®

Director of Insurance & Retirement Plans/CERTIFIED FINANCIAL PLANNERTM

Katelyn Weeks

Client Coordinator/Operations