Chad W. Gutner, CFP®, AIF®
Partner, 401K Services
Chad is an 18 year veteran of the financial services industry. He merged his advisory practice with Samuel Financial in 2013, forming a partnership that specializes in advising 401K plans for small and mid-sized companies, individuals and families.
Retirement Plan Advisor
Stephanie has over 17 years’ experience providing service and advise to 401K clients. She supports all aspects of employee benefit and retirement plan initiation, including ongoing support and maintenance.
John Morgan, CFP®, MBA
John has been in the financial services industry for over two decades and is a member of our advisory team. He joined Samuel Financial in 2020 as a Senior Advisor after working in multiple roles as a 401(k) sales and marketing director, global equity analyst, global portfolio manager and most recently overseeing a large client advisory consulting business providing corporate strategy and investor relations advice to public companies.
Sarah M. Newell, CFP®
Sarah is a key member of our advisory team, helping clients accomplish their financial objectives through in-depth financial planning and investment advice. She works with both wealth management and 401(k) clients.
Kevin A. Cotton, CFP®
As member or our advisory team, Kevin works with our clients on all aspects of financial planning and ensures that their needs are met with the highest level of service. He works with both retirement plan and wealth management clients.
John recently joined Samuel Financial as a Client Service Associate. He assists the advisors on the operational and administrative side of the business.