A Close Knit Team Of Multidisciplinary Advisors
![](https://cms.dbroot.com/system/uploads/fae/image/asset/193/xs_DBR_Team_Michael_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/193/sm_DBR_Team_Michael_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/193/md_DBR_Team_Michael_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/193/lg_DBR_Team_Michael_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/193/xl_DBR_Team_Michael_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/193/xxl_DBR_Team_Michael_2x.jpg 2400w)
Michael J. Aroesty
CFP®
Chief Investment Officer
![](https://cms.dbroot.com/system/uploads/fae/image/asset/199/xs_DBR_Team_Jody_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/199/sm_DBR_Team_Jody_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/199/md_DBR_Team_Jody_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/199/lg_DBR_Team_Jody_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/199/xl_DBR_Team_Jody_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/199/xxl_DBR_Team_Jody_2x.jpg 2400w)
Jody R. Beegle
Client Service Associate
![](https://cms.dbroot.com/system/uploads/fae/image/asset/356/xs_DBR_Team_Diane_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/356/sm_DBR_Team_Diane_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/356/md_DBR_Team_Diane_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/356/lg_DBR_Team_Diane_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/356/xl_DBR_Team_Diane_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/356/xxl_DBR_Team_Diane_2x.jpg 2400w)
Diane Bonenberger
MBA
Client Service Associate
![](https://cms.dbroot.com/system/uploads/fae/image/asset/360/xs_DBR_Team_Mickey_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/360/sm_DBR_Team_Mickey_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/360/md_DBR_Team_Mickey_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/360/lg_DBR_Team_Mickey_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/360/xl_DBR_Team_Mickey_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/360/xxl_DBR_Team_Mickey_2x.jpg 2400w)
Michele "Mickey" L. Gilbert
Receptionist
![](https://cms.dbroot.com/system/uploads/fae/image/asset/352/xs_DBR_Team_Taylor_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/352/sm_DBR_Team_Taylor_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/352/md_DBR_Team_Taylor_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/352/lg_DBR_Team_Taylor_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/352/xl_DBR_Team_Taylor_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/352/xxl_DBR_Team_Taylor_2x.jpg 2400w)
Taylor Glock
MBA
Financial Advisor
![](https://cms.dbroot.com/system/uploads/fae/image/asset/1446/xs_Curtis_Hart_798crx.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/1446/sm_Curtis_Hart_798crx.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/1446/md_Curtis_Hart_798crx.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/1446/lg_Curtis_Hart_798crx.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/1446/xl_Curtis_Hart_798crx.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/1446/xxl_Curtis_Hart_798crx.jpg 2400w)
Curtis W. Hart
Associate Advisor
![](https://cms.dbroot.com/system/uploads/fae/image/asset/340/xs_DBR_Team_Steve_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/340/sm_DBR_Team_Steve_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/340/md_DBR_Team_Steve_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/340/lg_DBR_Team_Steve_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/340/xl_DBR_Team_Steve_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/340/xxl_DBR_Team_Steve_2x.jpg 2400w)
Steven J. Kaczynski, Jr.
CFA®, AIFA®, CPFA®, MST, MBA
Senior Financial Advisor, Managing Director, Fiduciary Plan Solutions
![](https://cms.dbroot.com/system/uploads/fae/image/asset/207/xs_DBR_Team_Stephen_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/207/sm_DBR_Team_Stephen_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/207/md_DBR_Team_Stephen_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/207/lg_DBR_Team_Stephen_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/207/xl_DBR_Team_Stephen_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/207/xxl_DBR_Team_Stephen_2x.jpg 2400w)
Steven Kohler
CFP®, CPFA®
Chief Planning Officer
![](https://cms.dbroot.com/system/uploads/fae/image/asset/344/xs_DBR_Team_Nancy_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/344/sm_DBR_Team_Nancy_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/344/md_DBR_Team_Nancy_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/344/lg_DBR_Team_Nancy_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/344/xl_DBR_Team_Nancy_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/344/xxl_DBR_Team_Nancy_2x.jpg 2400w)
Nancy I. Kunz
CFP®, CPFA®, ChFC®, CLU®
Senior Financial Advisor
![](https://cms.dbroot.com/system/uploads/fae/image/asset/342/xs_DBR_Team_Marvin_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/342/sm_DBR_Team_Marvin_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/342/md_DBR_Team_Marvin_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/342/lg_DBR_Team_Marvin_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/342/xl_DBR_Team_Marvin_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/342/xxl_DBR_Team_Marvin_2x.jpg 2400w)
Marvin N. Ledgister
Associate Advisor
![](https://cms.dbroot.com/system/uploads/fae/image/asset/358/xs_DBR_Team_Leah_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/358/sm_DBR_Team_Leah_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/358/md_DBR_Team_Leah_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/358/lg_DBR_Team_Leah_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/358/xl_DBR_Team_Leah_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/358/xxl_DBR_Team_Leah_2x.jpg 2400w)
Leah E. McNally
Client Service Associate
![](https://cms.dbroot.com/system/uploads/fae/image/asset/959/xs_220914_DBR_Loraine_Montanye__cropped.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/959/sm_220914_DBR_Loraine_Montanye__cropped.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/959/md_220914_DBR_Loraine_Montanye__cropped.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/959/lg_220914_DBR_Loraine_Montanye__cropped.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/959/xl_220914_DBR_Loraine_Montanye__cropped.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/959/xxl_220914_DBR_Loraine_Montanye__cropped.jpg 2400w)
Loraine Montanye
CFP®, AIF®
Senior Retirement Plan Advisor
![](https://cms.dbroot.com/system/uploads/fae/image/asset/338/xs_DBR_Team_Heather_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/338/sm_DBR_Team_Heather_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/338/md_DBR_Team_Heather_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/338/lg_DBR_Team_Heather_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/338/xl_DBR_Team_Heather_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/338/xxl_DBR_Team_Heather_2x.jpg 2400w)
Heather Ostrowski
Chief Financial Officer
![](https://cms.dbroot.com/system/uploads/fae/image/asset/354/xs_DBR_Team_Connie_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/354/sm_DBR_Team_Connie_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/354/md_DBR_Team_Connie_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/354/lg_DBR_Team_Connie_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/354/xl_DBR_Team_Connie_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/354/xxl_DBR_Team_Connie_2x.jpg 2400w)
Connie J. Pallof
QKA®
Client Service Associate
![](https://cms.dbroot.com/system/uploads/fae/image/asset/368/xs_DBR_Team_Jesse_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/368/sm_DBR_Team_Jesse_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/368/md_DBR_Team_Jesse_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/368/lg_DBR_Team_Jesse_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/368/xl_DBR_Team_Jesse_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/368/xxl_DBR_Team_Jesse_2x.jpg 2400w)
Jesse B. Root
CFA®
Research Analyst
![](https://cms.dbroot.com/system/uploads/fae/image/asset/789/xs_220914_DBR_Alec_Root_4381-croopped.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/789/sm_220914_DBR_Alec_Root_4381-croopped.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/789/md_220914_DBR_Alec_Root_4381-croopped.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/789/lg_220914_DBR_Alec_Root_4381-croopped.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/789/xl_220914_DBR_Alec_Root_4381-croopped.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/789/xxl_220914_DBR_Alec_Root_4381-croopped.jpg 2400w)
Alec F. Root
CFA®
Research Analyst
![](https://cms.dbroot.com/system/uploads/fae/image/asset/191/xs_David3.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/191/sm_David3.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/191/md_David3.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/191/lg_David3.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/191/xl_David3.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/191/xxl_David3.jpg 2400w)
David B. Root, Jr.
CFP®
Founder & Chief Executive Officer
![](https://cms.dbroot.com/system/uploads/fae/image/asset/346/xs_DBR_Team_Adam_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/346/sm_DBR_Team_Adam_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/346/md_DBR_Team_Adam_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/346/lg_DBR_Team_Adam_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/346/xl_DBR_Team_Adam_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/346/xxl_DBR_Team_Adam_2x.jpg 2400w)
Adam M. Souply
CFA®, CPFA®, AIF®, MBA
Senior Financial Advisor
![](https://cms.dbroot.com/system/uploads/fae/image/asset/348/xs_DBR_CharlesStout_391crx_V2.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/348/sm_DBR_CharlesStout_391crx_V2.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/348/md_DBR_CharlesStout_391crx_V2.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/348/lg_DBR_CharlesStout_391crx_V2.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/348/xl_DBR_CharlesStout_391crx_V2.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/348/xxl_DBR_CharlesStout_391crx_V2.jpg 2400w)
Charles J. Stout
JD, AIF®
Senior Financial Advisor
![](https://cms.dbroot.com/system/uploads/fae/image/asset/364/xs_DBR_Team_Jeremy_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/364/sm_DBR_Team_Jeremy_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/364/md_DBR_Team_Jeremy_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/364/lg_DBR_Team_Jeremy_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/364/xl_DBR_Team_Jeremy_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/364/xxl_DBR_Team_Jeremy_2x.jpg 2400w)
Jeremy L. Suschak
CFP®
Head of Business Development
![](https://cms.dbroot.com/system/uploads/fae/image/asset/362/xs_DBR_Team_Dana_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/362/sm_DBR_Team_Dana_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/362/md_DBR_Team_Dana_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/362/lg_DBR_Team_Dana_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/362/xl_DBR_Team_Dana_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/362/xxl_DBR_Team_Dana_2x.jpg 2400w)
Dana Zarnich
Chief Compliance Officer