Advisor Team Select a Location Alexandria, VA Altoona, PA Bakersfield, CA Beachwood, OH Bowling Green, OH Brambleton Bridgeport, WV Buffalo, NY CA Capistrano Beach, CA Charleston, SC Charlotte, NC Chicago, IL Cincinatti, OH Columbus, OH Coral Springs, FL Dayton, OH El Paso, TX Findlay, OH FL Frederick, MD Fulshear, TX Houston, TX Kalamazoo Las Vegas, NV Lawrenceville, GA MI North Canton, OH Oak Brook, IL Park City, UT Salt Lake City, UT Sarasota Stow, OH Tampa, FL The Woodlands, TX Toledo, OH VA Virginia Beach, VA Westchester, NY Westlake Village, CA Yardley, PA Morgan Lemaitre CFP® Founder & Owner of Park City Wealth Advisors Park City Wealth Advisors Bohdan (Bo) Hall CBDA® Financial Advisor Park City Wealth Advisors Josh Flade CFA Chief Investment Officer Park City Wealth Advisors Bruce Greenwald Co-Founder OneSeven Managing Director Rosehaven Family Office Rosehaven Family Office AJ Derzon CPFA® Private Wealth Advisor Rosehaven Family Office John D. Jaicks RICP®, ChFC® Financial Advisor S3 Retirement
