David Romhilt is a CFA® charterholder with 11 years of experience in the financial industry. He currently serves as an advisor at Corient, where he has worked since 2026. Prior to joining Corient, he spent 11 years at Summit Trail Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Douglas Brown is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient. His prior work includes roles at CIPW Service Company, CI Brightworth Private Wealth, and Capital Asset Management Group. Brown has held additional positions outside of finance, including at Virginia Tech and Whitemarsh Valley Country Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and utilizes comprehensive risk management tools.

John Langford is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Arete Wealth Management LLC and KFA Private Wealth Group, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies with risk management tools and may incorporate alternative investments and private fund allocations.