Our Team
Brian S. Jones, CFP®
Brian is a co-founder and principal of Providence Capital Advisors, and serves as the Director of Financial Planning. He offers strategic financial guidance to clients in virtually every area of personal finance. Bio
Thomas M. Searson, CFA
Tom is a co-founder and principal of Providence Capital Advisors and serves as the Chief Investment Officer. He directs the investment process and is responsible for security selection within the portfolios. Bio
Stephen P. Ratcliffe, CFP®
Stephen is a principal and Director of Financial Planning at Providence Capital Advisors. He partners with clients to fully understand their goals and offers strategic guidance in developing customized financial plans. Bio
Melissa S. Wall, CPA, CFP®
Melissa is a partner and Senior Wealth Advisor at Providence Capital Advisors. In this role, she works with new and existing clients in various aspects of financial planning. Bio
Brian P. Alderson, CPA, CFA
Brian is a partner and Portfolio Manager at Providence Capital Advisors. Brian works with the investment team and is responsible for individual security analysis across all portfolio strategies. Bio
W. Chris Wrenn, CFA, CFP®
Chris is a partner and Senior Wealth Advisor at Providence Capital Advisors. In this role, he helps clients identify and prioritize their goals while developing customized plans to accomplish those objectives. Bio
Meredith C. Miner
Meredith is the Client Services Manager at Providence Capital Advisors. In this role, she assists the PCA Financial Planning Team with client onboarding, communication, and helping to integrate client solutions across the firm’s various platforms. Bio
Dennis Park
Dennis is the Investment Operations Manager at Providence Capital Advisors. He is responsible for trade execution, performance reporting, and managing the firm’s custodian and brokerage relationships. Bio
Jeff Serbin
Jeff is a Research Analyst at Providence Capital Advisors. Jeff works with the investment team and is responsible for individual security analysis across all portfolio strategies. Bio
Jackie Joseph
Jackie is a Client Services Associate at Providence Capital Advisors, Jackie provides client-related, operational, administrative and executive support to the internal PCA team. Bio
Julie C. Zawislak, CFP®
Julie is a Wealth Advisor at Providence Capital Advisors. Julie works with new and existing clients in various aspects of financial planning. Bio