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 John M. Largent, CFA, CFP, CAP - Chief Investment Strategist
John graduated from the University of Arkansas, Sam M. Walton College of Business with a B.S. in Finance and Banking in 1984 and a Master of Business Administration (MBA) degree in 1985. John has earned the Chartered Advisor in Philanthropy (CAP), the prestigious Chartered Financial Analyst (CFA), designation and the Certified Financial Planner (CFP), certification. Starting his career with a position on the floor of the New York Stock Exchange, John has over 25 years of experience in the financial services industry. He is a member of the national Financial Planning Association (FPA), the Financial Planning Association of Tampa Bay, and the CFA Institute. He is a member of the Board of Directors of CFA Tampa Bay and is the Education Chairman.
 Kate Braddock, CFA - Vice President, Chief Investment Officer
Kate graduated Cum Laude in Economics from the University of Vermont in 1990 and earned her Chartered Financial Analyst (CFA) designation in 1996. Kate has over 20 years experience in the financial services industry including positions at Janus, Putnam, and Eaton Vance where her main focus was on economic, fixed income and yield curve analysis. Kate served as Assistant Portfolio Manager on a top quartile short term bond fund and a senior analyst on a top quartile high yield and flexible income fund. Kate is an active member of the CFA Institute and the CFA Society of Colorado.
 Sheldon Reynolds, CFA - Vice President, Trust and Investments
Sheldon graduated from Appalachian State University, Walker College of Business where he obtained his BSBA degree. Sheldon Reynolds serves as Vice President, Trust and Investments, Senior Portfolio Manager and member of the Executive Trust and Investment Committee of MEMBERS Trust Company. He has been a frequent public speaker on various wealth management topics during his seventeen-year career. Mr. Reynolds has earned the prestigious designation of Chartered Financial Analyst (CFA) and is an active member of the CFA Institute and the CFA North Carolina Society.
 Jason Ritzenthaler, CFA, CTFA - Vice President, Trust & Investments
Jason graduated from Florida State University with a B.S. in Finance and Management Information Systems. Jason earned the prestigious Chartered Financial Analyst, CFA, designation and the Certified Trust and Financial Advisor, CTFA, certification. Jason collaborated with global portfolio managers and industry experts at the CFA European conference and most recently at Harvard University to study significant trends in the investment industry and the latest academic thinking on investment strategy. Jason began his career in Bank of America’s Private Bank and is an active member of CFA Institute, CFA Society of Chicago, and the Institute of Certified Bankers.
Jamie Ellison - Investment Specialist
Jamie graduated from the University of South Florida with a B.S. in Finance. She is an affiliate member of the CFA Institute and CFA Tampa Bay. Currently, Jamie is enrolled in the College for Financial Planning and is the Chairperson of the USF College of Business Alumni Society.
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