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 Jenny Sang Paraplanner Steven Kish Client Service Associate