Meet the Team
Find a Financial Advisor
- Adam Landolfi
- Beau McSwain
- Bonnie Wusz
- Bradly Clark
- Brent Thummel, CFP®, ChFC, RICP®, CLU
- Carlisle Moore, III
- Christopher Scott, CFP®
- Cynthia Honaker
- David Faith
- Debbie Christiansen
- Dom Manno
- Don Kemp, AWMA
- Donald Presson
- Douglas Propeck
- Francisco Carrillo
- Gary K Malkasian
- Glenn Malkasian
- Glenn Reis
- Guy Landolfi
- Isaac Sullivan
- Jake Propeck
- James D. Broemmeling
- James (Jim) Falcone, AIF
- James Chaney
- James Franklin
- Jeff Bachelder
- Jeffrey McCready
- Jeffrey Hoehner
- Jim Parker
- Joe Gertie
- John A. Barbish
- Jonathan V. Bever
- Joshua Kampbell
- Kathy Tyler
- Kimberly Cooper
- Kurt C. Gerhardt, CFP
- Kyle Hensley
- Lance S. Hemmer
- Laura Parrish-Coan
- Laurel Hackett
- Mark Taylor
- Matthew Wagner
- Matthew Boyles
- Michael J. Millam, LUTCF
- Michael W. Jarvis
- Michael Hayes
- Mike Hurtgen
- Miles Saunders
- Natasha C. Verbsky
- Paiwei Lee
- Richard Lancaster, III
- Robert Lee
- Ronald D. Boss
- Ryan Lawson, CRPC®
- Ryan Boss
- Stephanie Phillips
- Wayne Sprenger, CFP®, CLTC
- William Loftis













Michael J. Millam, LUTCF
Millam Insurance & Retirement Services, Inc. Financial Advisor
(904) 247-5469


Christopher Scott, CFP®
Ascent Financial Strategies Financial Advisor
chris@ascentfinancialstrategies.com


Matthew Wagner
Wagner Financial Strategies Investment Advisor Representative
matt@wagnerfinancialstrategies.com

About Us
We offer a unique connected approach that guides clients and advisors towards long-term success.
Who We Work With
We’re here to guide you through life’s financial complexities, no matter what that may be.
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Learn more about how our proactive approach can set you up for long-term financial success.