Knackendoffel Team Mark Knackendoffel, J.D. CEO & Founder Donna Rose Executive Assistant and Account Administrator Seay Team Katie Seay, CFP®, CTFA, CRC® President, Director of Wealth Management Amanda Riniker Director of Administration Schotte & Culwell Team Preston Schotte, MBA, CTFA Vice President, Trust Officer & Wealth Advisor Heather Culwell, MS, CFP® Trust Officer & Wealth Advisor Anne Bridgewater Account Administrator Audrey Vering Account Administrator Lacey Luinstra Financial Planner Bachamp & Dixon Team Cole Bachamp Vice President, Trust Officer & Wealth Advisor Emily Dixon, CFP® Assistant Vice President, Trust Officer & Wealth Advisor Connie Kipp Account Administrator Mikayla Springer Account Administrator Ashten Jackson Financial Planner Terrill/Modesitt/Blakeslee Team Mackenzie Blakeslee, MS, CFP® Assistant Vice President, Director of Financial Planning Kale Terrill Assistant Vice President, Trust Officer & Wealth Advisor Lee Modesitt Associate Trust Officer & Wealth Advisor Tanna Thompson Account Administrator Estate Settlement Jenny Brittan Estate Settlement Officer Alana Hernandez Estate Settlement Administrator Financial Planning Mackenzie Blakeslee, MS, CFP® Assistant Vice President, Director of Financial Planning Garrett Jackson, CFP® Assistant Vice President, Trust Officer & Wealth Advisor Tennille Lester, CFP® Vice President, Trust Officer and Wealth Advisor Lacey Luinstra Financial Planner Ashten Jackson Financial Planner Investment Management Toby Marks Senior Vice President, Chief Investment Officer & Portfolio Manager Grant Kohlmeier Portfolio Analyst & Trader Retirement Plan Services Todd Chyba, MBA, CPFA Vice President, Trust & Compliance Officer - Retirement Plan Specialist Jason Yoxall, CPFA Assistant Vice President, Retirement Plan Specialist Ashley Martinek Account Administrator Operations Michelle Duggan Vice President & Trust Operations Manager Tammy Wainwright Operations Administrator Lauren Goralczyk, CTOP® Operations Administrator Jacqueline (Jaky) Krell Operations Administrator Corporate Administration Anne Lewis-Smith Executive Vice President, Chief Operating & Financial Officer Alison Champlin Corporate Administrator Business Development & Marketing Tracy Robinson Senior Vice President, Chief Strategy & Client Development Officer Ellen Knackendoffel Business Development Officer Reception Rita Taylor Receptionist Arika Ryan Receptionist