Firm Specialists Specialists Anthony Wight, CFP® Planner John Weeks CLTC®, CPFA® Agency Disability Income & Long Term Care Specialist, Financial Advisor Kyle Ortmann Director of the Legacy Outreach Program | Financial Advisor Marc Chenot Investment Specialist, Financial Advisor Matthew Merrick Agency Life Specialist, Managing Associate, Financial Advisor R. Jacob Swearingen, CFP® Financial Planning Director