Our Team Advisors Randy Black CFP® Partner CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Learn More Truman G. Blocker IV CLU, CFP® Managing Partner CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Learn More Jonathan Bomar CFP® Partner CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Learn More Jeffrey D. Cummins CPA*, MBA, CFP® Managing Partner CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Learn More Jaime Galvan CFP® Partner CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Learn More William R. Geiler, III CFP® Partner CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Learn More Weston Poulos CFP® Partner CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Learn More Landon Vaughan Managing Partner Learn More Associates Matthew Galvan Associate | Financial Advisor Hayden Gothard Managing Associate | Financial Advisor Stephen Luna Associate | Financial Advisor Staff Tricia Fisher Client Service Associate Cynthia McWain Operations Manager Beth Potter Client Service Associate Esme Terrazas Client Service Associate Jeannette Tripp Client Service Associate Jenny Sang Paraplanner Steven Kish Client Service Associate