Members of the Advanced Planning Team
Michael Corr, JD*, LL.M, CPA* - Chief Estate and Business Planning Specialist
Aaron Huntoon, CBEC®, CRPC® - Senior Consultant, Estate and Charitable Planning Specialist
John Kovel, CFP® - Senior Consultant, Qualified Plan and Retirement Specialist
D. Wiley Moody - Senior Consultant, Investment Strategy Group Member
Dianna Parker, CFP®, CBEC® - Senior Financial Professional, Business Intelligence Institute
Barbara Phipps, JD*, CBEC®, CRPC® - Senior Consultant, Estate and Business Succession Specialist
Stephen Smith, JD* - Senior Consultant, Estate and Business Succession Specialist
Mary Young, CFP®, ChFC® - Director of Financial Advisory Services, Executive Consulting
National Design Team
Robert E. Appel, JD*, LL.M, MBA
Donna L. Rowan, JD*, LL.M, CLU®
Sagemark Consulting Private Wealth Services
Russ Jones, Executive Director
James Gasparotto, Regional Director of Advisor Development (Northern Division)
Doug Richmond, Regional Director of Advisor Development (Southern Division)
*Licensed, not practicing on behalf of Osaic Wealth