Randy Schaller is a CFP® professional with 16 years of experience in financial advising. He currently works at Aprio Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at Cambridge Investment Research, Inc., Prism Financial Group, L.L.C., SMART401K, LLC, and Searcy Financial Services, Inc. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a range of investment techniques such as asset allocation, dollar-cost averaging, and technical analysis, and maintains ongoing account monitoring with at least annual reviews.

Timothy Shmidl is a CFP® with 37 years of industry experience and currently serves at Aprio Wealth Management, LLC. His prior experience includes long tenures at Prism Financial Group, LLC and Cambridge Investment Research, Inc. He also acts as an independent insurance agent and serves on the board of The American Home Life Insurance Company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business and a significant role as a 3(21) adviser.

Amanda Brown is a CFP® professional with six years of industry experience. She has worked at Aprio Wealth Management, LLC and Aprio Advisory Group since 2025, following seven years at Prism Financial Group, L.L.C. and two years at Keen Wealth Advisors. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and is notable for its affiliation with a third-party administrator/pension consulting business and its role as a 3(21) adviser managing approximately $1.57 billion in assets under advisement.

Isaac Dickey is a CFP® professional currently with Aprio Wealth Management, LLC and has been in the financial advisory industry since 2022. He previously worked at Prism Financial Group and Creative One Wealth, among other firms. Outside of finance, his background includes roles in sports construction and small business operations. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation along with techniques like dollar-cost averaging and technical analysis, serving a range of clients including high-net-worth individuals.