Chad Justice

President & CEO

Sandra Stickney, CFP®, IACCP®

Chief Compliance Officer & Principal OSJ

Tricia Schwartz

Chief Administrative Officer

Matt Giles, CFP®

Wealth Advisor

Benjamin Sullivan, CFP®

Trading Assistant

Lauren Ruston

Client Service Coordinator

Stephanie Crammer

Marketing Coordinator

Katie Justice

Insurance Coordinator

Shawn Smith

Wealth Advisor

Monica Stone

Advisory Services | Compliance Associate