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Ballantyne Office

CHnologo

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Chris Hobart
CEO
AGnologo

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Andrew Greer, CFP®
Lead Wealth Advisor
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Corey Sunstrom, CFP®
Lead Wealth Advisor,
Director of Financial Planning
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Jacob Woodrum, CFP®
Lead Financial Advisor
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Mike Lacy
Associate Financial Advisor
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Thomas Hamilton
Client Services Specialist,
Chief Compliance Officer
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Renee Hobart
Office Manager
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Kim Collins
Executive Assistant,
Marketing Coordinator
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Heidi Clearman
Social Media Specialist
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Wendy Casale
New Business Specialist
Megannologo

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Megan Robinson
Client Service Specialist
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Lynn Houser
Operations Manager
and Client Services Specialist

McDowell Office

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John “Jock” Tonissen, CLU®, LUTCF®
Registered Representative,
Investment Advisor
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D. Scott Welton,
CLTC
Registered Representative,
Investment Advisor
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D. Scott Welton,
CLTC
Registered Representative,
Investment Advisor
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