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Kadin C

Series 65

Van Wert, OH

OneAscent Financial Services LLC

Kadin Cochran is a financial advisor at OneAscent Financial Services LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Florida Financial Advisors and OneAscent. Outside of advisory work, he is also an insurance agent involved with Strategence Capital. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with services including asset management, financial planning, and consulting through both discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Gary G

CFP®, Series 63

Walnut Creek, CA

OneAscent Financial Services LLC

Gary Gardner is a CFP® with 49 years of experience in the financial industry. He is currently with OneAscent Financial Services LLC and has previously worked at Life & Wealth Advisors, Inc. and Chauner Securities, Inc. Gardner has also operated his own firm, Gary Gardner & Company, since 1975. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Michael B

Series 65

Akron, OH

OneAscent Financial Services LLC

Michael Bajc is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at OneAscent since 2017. His prior experience includes roles at Aerotek and Beacon Wealth Consultants, as well as academic work at the University of Akron. OneAscent Financial Services is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers asset management, financial planning, and consulting services through multiple advisory teams, employing customized asset allocation and a range of model-based and managed account platforms.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Graig S

CFA®, Series 63

Fort Wayne, IN

OneAscent Financial Services LLC

Graig Stettner is a CFA® charterholder with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Gateway Financial Partners, Advisors' Pride, and LPL Financial. Outside of advising, he volunteers with the Fort Wayne Air Show, serves on the finance committee of Apostolic Christian Church, and holds volunteer roles with Isaiah 55 Ministries, Junior Achievement of Northern Alabama, the Allen County Public Library Foundation, and Canterbury Schools Advisory Council. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers various investment and financial planning services utilizing individualized asset-allocation strategies and employs overlay managers, model-based platforms, and automated programs to implement its investment programs.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Daniel H

CFP®, ChFC®, Series 63, Series 65

Louisville, KY

OneAscent Financial Services LLC

Daniel Hardt is a CFP® and ChFC® with 43 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at G.A. Repple & Company and Provident Mutual Insurance Co. He is president of Faith and Finances, Inc., a nonprofit ministry that teaches Christians to apply biblical principles to their finances and provides training on biblically responsible investing for professionals. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based investment programs with options such as tax overlay and Unified Managed Accounts.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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David A

Series 63, Series 65

Bozeman, MT

OneAscent Financial Services LLC

David Anderson is a financial advisor at OneAscent Financial Services LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank and RBC Capital Markets. Anderson serves on the board of directors for a nonprofit radio show called The Christian Worldview. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and various advisory services through individualized asset-allocation guidelines and multiple platform options.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Erin L

CFP®, Series 63, Series 66

Van Wert, OH

OneAscent Financial Services LLC

Erin Laukhuf is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC. Her prior experience includes roles at Gateway Wealth Partners, LPL Financial, ADVISORS' PRIDE Inc., and Cetera firms. She is also a licensed insurance agent involved in non-variable insurance activities. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various management platforms, including model-based and UMA solutions.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Isaiah F

Series 65

Morris, MN

OneAscent Financial Services LLC

Isaiah Flaten is a financial advisor at OneAscent Financial Services LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at AgCountry Farm Credit, Vision Bank, and North Dakota State University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers discretionary and non-discretionary asset management and financial planning through individualized asset-allocation strategies, model-based platforms, and outsourced CIO and CCO services.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Alexander P

Series 66

Kennewick, WA

OneAscent Financial Services LLC

Alexander Peloquin is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, ELEMSA LLC, and Waddell and Reed, Inc. Outside of investment advisory, he is involved with ELEMSA LLC, a firm that provides payroll, tax, and employee benefits services. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, with investment programs implemented through individualized guidelines, model-based platforms, and overlay managers.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Robert A

Series 65

Greenville, SC

OneAscent Financial Services LLC

Robert Allamon is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brookstone Wealth Advisors, RR Financial Advisors, AE Wealth Management, Lord and Richards, and Brookstone Capital Management. He is also involved as a title agent with E4 Insurance Services. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based investment programs with features such as tax overlays and outsourced CIO services.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Nicholas W

Series 65

Decatur, IN

OneAscent Financial Services LLC

Nicholas Wurster is a financial advisor at OneAscent Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research, Inc. and has experience outside finance including roles at Pine Lake Waterpark and Bernhaus Furniture. Wurster also works as an insurance agent with Collier Insurance Agency on a part-time basis. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, employing individualized asset-allocation methods and various overlay and automated investment programs.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Brad N

CFP®, Series 66

Grand Rapids, MN

OneAscent Financial Services LLC

Brad Nelson is a CFP® with 14 years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC since 2023. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc., totaling over a decade at those firms. Outside of his advisory role, Nelson serves as president of Itasca Youth for Christ and is a board member of Lighthouse Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions with customized asset management, financial planning, and consulting services. The firm utilizes both advisor-managed and model-based investment programs and offers additional services including outsourced CIO and CCO functions.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Matthew D

Series 63, Series 65

Morris, MN

OneAscent Financial Services LLC

Matthew Dorweiler is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. Outside of advising, he serves with the Chokio Fire Department. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with personalized asset management, planning, and consulting services. The firm employs a range of investment programs including model-based platforms and offers additional services such as outsourced CIO and CCO functions.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Jacob P

Series 66

Louisville, KY

OneAscent Financial Services LLC

Jacob Pryor is a Series 66-licensed financial advisor with seven years of industry experience, currently with OneAscent Financial Services LLC. He previously worked at Dan Hardt Financial Services and G.A. Repple & Company. Pryor serves as a board member for the Financial Planning Association of Kentuckiana and is an organizer of a retail apparel business, Dawahare Pryor. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services through multiple advisory teams.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Benjamin W

Series 66

Selinsgrove, PA

OneAscent Financial Services LLC

Benjamin Wilhelm is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brokers International Financial Services and BlueSkies Wealth Management. Wilhelm is also involved with Lone Oak Financial Services, LLC, a financial services business focused on securities and insurance. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and various overlay and automated management programs.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Colby G

CFP®

Nashville, TN

OneAscent Financial Services LLC

Colby Gilmore is a CFP® professional at OneAscent Financial Services LLC with one year of industry experience. Prior to joining OneAscent, he worked at BlueTrust for eight years and KPMG, LLP for two years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, UMA solutions, and consulting, utilizing individualized asset-allocation guidelines and a combination of advisor-managed and model-based platforms.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Noah B

Series 65

Arden, NC

OneAscent Financial Services LLC

Noah Brandt is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and beginning his career in 2026. His prior work experience includes roles at Signal Advisors Wealth, LLC, Lionhead Financial Planning, and Hajoca Corporation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including asset management, financial planning, Unified Managed Account solutions, and outsourced CIO and CCO services.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Timothy S

Series 63, Series 66

Van Wert, OH

OneAscent Financial Services LLC

Timothy Stoller is a financial advisor with OneAscent Financial Services LLC in Van Wert, Ohio, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Gateway Wealth Partners, Advisors' Pride Inc., and LPL Financial. He serves as a trustee of the Van Wert County Foundation, is a national board member of LifeWise Academy Inc., and chairs the LifeWise Foundation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, and back-office support through multiple advisory teams and utilizes various model-based platforms and overlay managers.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Randall F

CFP®, PFS™, Series 63

Madisonville, KY

OneAscent Financial Services LLC

Randall Franklin is a CFP® and PFS™ with 20 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Purshe Kaplan Sterling Investments, Private Advisor Group, LPL Financial, and Franklin Certified Public Accountants, Inc. He serves as treasurer for Immanuel Baptist Church and is a board member of the KY Society CPA PAC Committee. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, and consulting services, utilizing customized asset allocations and a range of platforms including model-based and Unified Managed Account solutions.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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David B

Series 65

Bluffton, IN

OneAscent Financial Services LLC

David Bresnahan is a financial advisor with OneAscent Financial Services LLC in Bluffton, Indiana. He holds a Series 65 designation and has one year of industry experience. Prior to joining OneAscent, he worked at CX Institutional, Community State Bank, and held various roles including researcher at Purdue University Fort Wayne. Outside of his advisory role, he is involved in academic research on the economics of satellite shielding at Purdue University Fort Wayne. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides asset management, financial planning, and consulting through multiple advisory teams and employs both team-managed and model-based investment approaches.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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