Paul C. Listerman - Managing Director - Investments, was named a Platinum Council Advisor (Formerly Premier Advisor) in 2023, 2022, a Premier Advisor in both 2021 and 2020, as well as a Platinum Council Manager in 2020.*

Max Mischkulnig - First Vice President - Investment Officer, earned his MBA from Maryville University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
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*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

The 2020 Platinum Council Manager (prviously Prenier manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.