Our Advisory Team
Find your like-minded, thoughtfully matched, refreshingly-rational wealth advisor.
A
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Jonathan Abner
Wealth Advisor
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Janet Acheatel
CFP®, CDFA®, RICP, MBA
Senior Wealth Advisor
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John Adamczyk
CFA®
Senior Portfolio Manager
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Kelli Adams
CFP®, EA
Senior Wealth Advisor
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Roger Albrecht
CFA®
Principal, Senior Portfolio Manager
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Kollin Allard
CFP®, CRPC®, SE-AWMA℠
Senior Wealth Advisor
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Emily Allen
CFP®
Wealth Advisor
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Corey Altman
CFP®, CPA, CGMA, PFS
Wealth Advisor
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Joe Arena
Associate Wealth Advisor
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Indrika Arnold
CFP®
Senior Wealth Advisor
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Brandon Arnold
Associate Wealth Advisor
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Adam Arthurs
Associate Wealth Advisor
B
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Karen Baer
CDFA®, CSA®
Senior Wealth Advisor
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Fred Baird
Senior Wealth Advisor
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Mary Baldwin
CFP®
Wealth Advisor
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Ian Barclay
CPA, PFS
Senior Wealth Advisor
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Lauren Bargo
Client Service Associate
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Jeff Barnett
MCR, CFP®
Senior Wealth Advisor
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Keith Barr
CFP®, ChFC®, CLU®
Wealth Advisor
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Ryan Bartholomew
JD
Senior Wealth Advisor
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Tyler Bartlett
AEP®, AIF, AWMA®, ChFC®, CFP®
Senior Wealth Advisor
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Nate Baynes
Associate Wealth Advisor
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Zachary Benton
Associate Wealth Advisor
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Ryan Berning
CFP®
Wealth Advisor
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Eric Berquist
JD
Wealth Advisor
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Amy Berry
CFP®
Associate Wealth Advisor
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Rob Bertman
CFA®, CSLP®, CFP®
Director of Family Budget Services
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Jacob Biliack
CFP®
Senior Financial Planner
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Billy Blase
MBA, ChFC®
Senior Wealth Advisor
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Jake Bleyenberg
CFP®
Wealth Advisor
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Thomas Bodin
CFA®, CFP®
Practice Integration Advisor
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Robert Bodio, Jr.
JD
Senior Wealth Advisor
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Brandon Bol
MSF, CFP®
Wealth Advisor
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Michael Borzi
Associate Wealth Advisor
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David Bosch
Portfolio Manager
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Erica Bouchard
CFP®
Wealth Advisor
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Susan Bourgeois
Advisory Team Associate
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Dottie Bourlier
CFP®
Wealth Advisor
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Matt Bourlier
Associate Wealth Advisor
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Jay Bowen
CFP®, ChSNC®
Wealth Advisor
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Adam Bowers
CFP®
Associate Wealth Advisor
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Rebecca Boyle
CFP®
Associate Wealth Advisor
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Cameron Bradshaw
CFP®
Associate Wealth Advisor
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Debra Brede
Senior Wealth Advisor
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Connie Brezik
CFP®, CPA, PFS
Advisor Transition Coach
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Harold "Skip" Briggs, Jr.
CPA, PFS, CFP®
Wealth Advisor
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Brad Brisan
CFP®
Wealth Advisor
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Greg Britton
CRPC®, ChFC®, CLU®, CASL®
Managing Director, Advisory Team Leadership
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Frank Brochin
Ph.D.
CIO, Family Office
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David Brodsky
CPA, CDFA®, MBA, JD
Senior Wealth Advisor
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Tim Brokop
Associate Wealth Advisor
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Sam Bromberg
CPA, PFS
Wealth Advisor
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Cory Brooks
CFP®
Wealth Advisor
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Ashley Brooks
CFP®
Wealth Advisor
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Lawrence Brottman
CPA, CFP®
Senior Wealth Advisor
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Rick Brown
EA, CFP®
Wealth Advisor
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Brian Brush
CFP®
Wealth Advisor
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Doug Buchan
CFP®
Wealth Advisor
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Jason Buck
CFP®
Managing Director, Platform Channels
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Wade Buffington
CFP®
Wealth Advisor
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Barnaby Bullard
CFP®
Senior Wealth Advisor
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Aimee Butler
CFP®
Senior Wealth Advisor
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Sierra Butler
CFP®, CSRIC™
Wealth Advisor
C
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Chase Campbell
CFP®
Wealth Advisor
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Leigh Capelli
CFP®
Associate Wealth Advisor
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Michael Carlin
AIF, WMS™
Managing Director, Insurance and Retirement Solutions
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Kevin Carlton
Fixed Income Portfolio Advisor
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Tanette Carmona
Associate Wealth Advisor
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Robert Carnegie
CFP®, CFA®, CEPA®
Senior Wealth Advisor
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Nicole Caron
CFP®, CDS®
Senior Financial Planner
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Mark Carr
President, Platform Channels
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Grant Carver
Associate Wealth Advisor
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Carol Cassoli
Associate Wealth Advisor
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Josh Cepeda
CFP®
Wealth Advisor
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Callahan Ceplenski
CFP®
Wealth Advisor
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Jennifer Chang
CFA®
Director, Institutional Advisory Practice
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AJ Cheang
CFP®
Associate Wealth Advisor
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Josh Chebul
CFP®
Wealth Advisor
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Chen Chen
CFA®
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
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Jeff Chernitzer
CPA, PFS
Wealth Advisor
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Susan Chesson
CFP®, CPWA®
Wealth Advisor
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Diana Cheung
CFP®
Associate Wealth Advisor
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Bernice Ching
FPQP®
Associate Wealth Advisor
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Scott Christensen
CFP®, EA
Wealth Advisor
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Blake Christensen
CPA
Associate Wealth Advisor
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Erik Christman
CFP®, CPA
Wealth Advisor
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Bryan Ciborowski
Vice President, Client Development
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Clare Ciervo
CFP®
Associate Wealth Advisor
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Melissa Ciotoli
CFP®, CDFA®
Senior Wealth Advisor
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Ryan Clancey
CPA
Associate Wealth Advisor
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Mary Clang
FPQP®
Associate Wealth Advisor
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Jack Clark
MBA, CFP®, CFA®
Senior Wealth Advisor
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Douglas Clark
CPA, PFS, RLP®
Wealth Advisor
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Darin Clark
Associate Wealth Advisor
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Matt Clark
CFP®, AAMS®
Wealth Advisor
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Michael Clayman
CFP®, ChSNC®
Wealth Advisor
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Bryan Clintsman
CFP®
Wealth Advisor
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Jeffrey Cohen
CPA, PFS
Wealth Advisor
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Aaron Cohen
Ph.D.
Managing Director
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Danielle Colbert
CPA
Director, Tax Solutions
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Ian Cole
CFP®, CFA®
Senior Wealth Advisor
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Scot Colgrove
CFP®
Onboarding & Integration Advisor
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Katie Collins
CFP®
Practice Integration Advisor
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Andrew Collins
CFP®
Associate Practice Integration Advisor
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Julie Colucci
CFP®
Wealth Advisor
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Sara Connelly
Advisory Team Associate
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Brian Cook
AIF
Senior Wealth Advisor
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Sara Cooke
CFP®
Wealth Advisor
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Allison Cooley
CFP®
Advisory Team Manager
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Miriam "Mimmy" Cooper
MBA
Senior Wealth Advisor
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John Corn
CPA, PFS
Wealth Advisor
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Oscar Cornejo
CFP®
Associate Wealth Advisor
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Jim Cornfeld
CFP®, CSLP®
Advanced Planning Advisor
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Maureen (Meaux) Costello
JD
Wealth Advisor
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Tammy Courtney
CFP®
Wealth Advisor
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Tim Cowhey
CFP®
Director, Advisory Team Leadership
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Becca Craig
CFP®, CSLP®, ABA
Wealth Advisor
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Jeffrey Craig
CFP®, EA
Senior Wealth Advisor
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Madaline Creehan
Wealth Advisor
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Christine Crigler
CPWA®, CFP®
Wealth Advisor
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Randall Crimmings
CFP®
Wealth Advisor
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Elisabeth Cullington
CFP®
Senior Wealth Advisor
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Mackenzie Cunningham
CFA®
Portfolio Manager
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Geoff Curran
CFP®, CPA, ABV®, CFA®
Senior Wealth Advisor
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Patrick Czerwinski
Associate Advisor
D
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Andrew D'Aprile
CFA®, CPA
Wealth Advisor
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Marvin Davies
Associate Wealth Advisor
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Chris Davis
Senior Vice President, Client Development
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Al Davis
EA, CFP®
Wealth Advisor
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Anna Katherine (AK) Davis
CFP®
Wealth Advisor
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Eric Davis
CFP®
Wealth Advisor
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Lori Deane
JD
Senior Wealth Advisor
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Jonathan Derby
JD
Senior Wealth Advisor
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Mark Derby
Senior Wealth Advisor
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Jada Diedrich
CPA
Wealth Advisor
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Peter Dillon
CFP®
Associate Wealth Advisor
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Dominic Dina
CFP®
Associate Wealth Advisor
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Mike Dixon
CFP®
Senior Vice President, Client Development
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Dawn Doebler
MBA, CPA, CFP®, CDFA®
Senior Wealth Advisor
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Elliot Dole
CFP®, EA, AEP®, CEPA®, CAP
Wealth Advisor
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Jeff Donham
CFP®, CLU®
Senior Wealth Advisor
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Patrick Donnelly
CFP®
Senior Wealth Advisor
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Kristen Donovan
CPFA, QKA®, AIF
Director, Retirement Solutions
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Charlie Dorn
Associate Wealth Advisor
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Colleen Doyle
Client Service Manager
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Denise Duffy
JD
Senior Wealth Advisor
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Adam Dunavant
CFP®
Associate Wealth Advisor
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Carmone Duncan-Copeland
FPQP®
Associate Wealth Advisor
E
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Elaine Eakes
Associate Wealth Advisor
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Vernon Eberly
CFP®
Wealth Advisor
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Chuck Ebersole
CLU®, ChFC®, CFP®, CAP, AEP®
Senior Wealth Advisor & Legacy Coach
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Jaime Ellis
Operations Specialist
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Tara Elmaleh
Senior Wealth Advisor
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Rob Emens
CFP®
Senior Wealth Advisor
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Mary Ericksen
CPA, CFP®
Advisory Team Associate
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Sean Erickson
CFP®
Senior Wealth Advisor
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Christopher Erlewine
CFP®, CRPC®
Wealth Advisor
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Mike Ersser
CFP®, ABFP™
Senior Wealth Advisor
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Dan Evans
Associate Wealth Advisor
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Isaac Everett
CFP®
Associate Advisor
F
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Iman Farimani
JD
Associate Wealth Advisor
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Raphael Feigenbaum
Wealth Advisor
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Brian Fenn
CFP®, CLU®, ChFC®
Wealth Advisor
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Dawn Filliatreault Wood
FPQP®
Associate Wealth Advisor
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Gregory Fink
Senior Managing Director, National
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Greg Finke
CFP®, CKA®
Associate Wealth Advisor
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Michael Finnegan
AIF
Wealth Advisor
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Adam Firely
CFP®, CPA
Senior Wealth Advisor and Principal
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Colin Fitzgibbons
Associate Wealth Advisor
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Matthew Foster
JD, CFP®
Senior Wealth Advisor
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Clayton Foster
CFP®
Associate Wealth Advisor
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Nolin Frias
CFP®, CIMA®, CPWA®, CSRIC™, NSSA®
Wealth Advisor
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Joli Fridman
CFP®, CPA, PFS
Wealth Advisor
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Joe Frontczak
CFA®, CFP®, EA
Wealth Advisor
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Cheryl Furlong
CFP®, CPA
Wealth Advisor
G
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Austin Garber
CFP®, CKA®
Wealth Advisor
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Christina Garland
CFP®
Senior Wealth Advisor
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Cathy Gearig
CFP®, MBA
Wealth Advisor
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Cary Geller
CPA, PFS, CFP®, AEP®
Senior Wealth Advisor
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Michael Gentsch
CFP®, AWMA®, CRPC®
Senior Vice President, Client Development
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Colleen Gepp
CFP®
Senior Wealth Advisor
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Nick Giacoumakis
CEPA®, CVGA
Senior Wealth Advisor
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Christopher Gibbons
Associate Wealth Advisor
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Dirk Gilliard
Wealth Advisor
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Lily Gillman
Associate Advisor
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Craig Giventer
CFA®
Managing Director of Portfolio Strategies
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Laura Glennon
Associate Wealth Advisor
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Joshua Goldberg
CFP®
Senior Wealth Advisor
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Dan Goldie
CFA®, CFP®
Wealth Advisor
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Janet Gomes
Advisory Team Associate
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Matthew Gordon
CFP®
Senior Wealth Advisor
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Nicole Gould
CFP®
Wealth Advisor
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Jake Granger
CFP®
Associate Wealth Advisor
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Tad Gray
CFP®, CIMA®, CAP
Wealth Advisor
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Laura Greb
Client Service Associate
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Lex Grecu
CFA®, CFP®
Wealth Advisor
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Michael Green
CFP®, AWMA®
Senior Wealth Advisor
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Dylan Greer
CFP®
Wealth Advisor
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Brian Gregorek
Wealth Advisor
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Jake Gremza
Associate Wealth Advisor
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Ben Gross
Associate Wealth Advisor
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Michelle Guarino
CRPC®
Wealth Advisor
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Stephanie Guerin
CFP®
Wealth Advisor
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Ryan Guertin
CFP®
Associate Wealth Advisor
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Chanel Gullage
Senior Wealth Advisor
H
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Michael Haber
JD, CFP®
Senior Wealth Advisor
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Andrew Hackett
CFP®
Associate Wealth Advisor
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Kat Hamel
CFP®
Senior Associate Advisor
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Brendan Hand
Senior Wealth Advisor
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Susan Hanlon
CFP®
Wealth Advisor
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Asher Hannah
JD
Wealth Advisor
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Aimee Hansen
Advisory Team Associate
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Queen Harambee
Associate Wealth Advisor
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Zachary Harmon
Associate Wealth Advisor
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Travis Harper
CFP®, CRPC®
Wealth Advisor
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Mallory Harrell
Associate Wealth Advisor
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Don Harris
CFA®
Managing Director, Senior Portfolio Manager
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Tyler Harrison
CFP®
Portfolio Manager
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Max Haspel
CEPA®
President, Business Owner Services & Senior Wealth Advisor
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Jordan Hatfield
Associate Wealth Advisor
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Alex Hattenhauer
CFA®
Portfolio Manager
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Tom Haug
CFP®
Wealth Advisor
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Brian Haywood
CIMA®
Investment Strategy Advisor
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Michael Heiser
CFP®, CRPC®
Associate Wealth Advisor
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Sean Hejna
Managing Director, Advisory Team Leadership
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Tim Helsel
QPFC
Retirement Solutions Advisor
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Jason Hemsley
CFP®, M.TX
Wealth Advisor
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Corey Hendershot
CFA®
Investment Strategy Advisor
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Emily Hengstler
CFP®
Senior Associate Advisor
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Gary Herz
CFP®, EA, RICP
Wealth Advisor
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Grant Heutel
CRPS®, CPFA, CFP®
Retirement Plan Advisor
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Stephen Hicks
JD, CPA
Wealth Advisor
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Philip Ho
CFP®
Wealth Advisor
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Alex Hock
JD, CFA®
Senior Wealth Advisor
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Meghan Hogan
CFP®
Client Service Manager
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Kelly Hokanson
CFP®
Wealth Advsior
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Thompson Hollo
CFA®
Associate Wealth Advisor
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Analiese Holmes
CFP®
Associate Wealth Advisor
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Chris Holton
CFP®, EA
Senior Wealth Advisor
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Rick Homan
CFP®, CPA
Wealth Advisor
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Bobby Hope
CFP®
Wealth Advisor
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Bruce Hotaling
CFA®
Founder and Managing Partner of Hotaling Investment Management
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Brian Howles
CFA®
Senior Wealth Advisor
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Kevin Hoyle
Senior Wealth Advisor
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Peyton Hudson
Associate Wealth Advisor
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Tyler Hunter
CFP®, EA
Wealth Advisor
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Devon Hunter
Financial Planner
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Josh Hunter
MBA, CPA, CFP®
Senior Wealth Advisor
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Ben Huston
MBA, CFP®
Managing Director, Mid-Atlantic
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Brooke Hutzler
Advisory Team Associate
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Blerina Hysi
Director, Fixed Income
I
J
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Stephanie Jackson
CFP®
Associate Wealth Advisor
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Daniel Jagiello
Associate Wealth Advisor
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Phil Jameson
CPA, MBA, MST
Senior Wealth Advisor
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David Janczewski
CFA®, CFP®
Managing Director, Senior Wealth Advisor
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Brenda Janikowski
CFP®
Wealth Advisor
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Jessica Jarosik
CFP®, EA
Wealth Advisor
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Constanza Jelambi
Fixed Income Portfolio Advisor
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Brad Jenkins
CFP®
Wealth Advisor
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Clay Jinks
CFP®, CKA®
Associate Wealth Advisor
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Jeff Johnson
CFP®
Wealth Advisor
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Alan Johnson
Wealth Advisor
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Chris Johnson
MBA
Senior Wealth Advisor
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Answan Johnson
CFP®, MBA
Wealth Advisor
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Jim Johnston
CFP®
Senior Wealth Advisor
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Craig Jones
JD, MBA
Senior Wealth Advisor
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Jennifer Jones
CPFA, CFP®, CDFA®
Wealth Advisor
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Charlie Jones
Associate Advisor
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Ben Jones
CFP®
Wealth Advisor
K
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Paresh Kamdar
CFP®
Senior Wealth Advisor
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Peter Karadimas
Senior Wealth Advisor
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Arash Mark Katirai
CFP®
Associate Wealth Advisor
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Sam Katuzienski
CFP®
Associate Wealth Advisor
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Daniel Kean
Advisory Team Manager
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Kathleen Kee
CFP®
Senior Wealth Advisor
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Caroline Keenan
Wealth Advisor
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Steven Keirn
JD, CFP®
Senior Wealth Advisor
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Melissa Keiss
Wealth Advisor
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Jason Kennedy
CPFA, AIF
Retirement Plan Advisor
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Bethany Ketron
CFP®, CFT-I™
Wealth Advisor
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Christina Keys
CFP®
Associate Wealth Advisor
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Bhavna Khurana
CFA®
Senior Portfolio Manager
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Sam Killingsworth
Associate Wealth Advisor
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Andrew Kline
CFP®, CPA
Wealth Advisor
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Robert Knight
CPA
Associate Wealth Advisor
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Lindsay Kobus
Associate Wealth Advisor
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Sarah Kordon
CFP®, CRPS®
Senior Wealth Advisor
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Anthony Kosinski
JD
Wealth Advisor
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Erik Kratz
CFA®, CAIA®
Principal, Senior Portfolio Manager
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Michelle Kruger
Ph.D., CFP®
Director, Financial Planning
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Jeremy Kuhlen
CFP®, AIF, CRPS®, CEPA®
Senior Wealth Advisor
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Lucas Kulma
CFA®, CFP®
Wealth Advisor
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Patrick Kuster
CFP®, AIF
Wealth Advisor
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Sarah Kyle
CFA®, CFP®, CPA
Associate Wealth Advisor
L
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Michelle Lach
CFP®
Wealth Advisor
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Ann Laferriere
CFP®
Wealth Advisor
-
Greg Lanier
CFP®, RLP®
Wealth Advisor
-
Mark Lapman
CFA®, Ph.D.
Senior Wealth Advisor
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Brandon Lappin
Associate Wealth Advisor
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Erik Larson
CFA®
Managing Director, Platform Channels
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Kevion Latham
CFP®
Senior Wealth Advisor
-
Charles Laverty, Jr.
Director, Business Solutions
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Brian Leach
CFA®
Senior Portfolio Manager
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Mary Leach Evers
CFP®
Wealth Advisor
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Lauren Ledger
MBA, CFP®
Senior Wealth Advisor
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Nadine Lee
CFA®, CFP®, PFS
President, Colony Family Office, Managing Director, Metro NY Offices
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Howard Lee
Managing Director of Service, Trading & Operations
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Paige Lee
CFA®, CFP®, CSRIC™
Senior Wealth Advisor
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Lawrence Lee
CFA®
Portfolio Manager
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Michael Lepore
CIMA®
Managing Director of Institutional Client Services
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Zachary Lepore
Associate Wealth Advisor
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Brad Levin
CEPA®, CFP®, CMT
Senior Wealth Advisor
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Jeffrey Levine
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
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Alicia Lewis
Associate Wealth Advisor
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Shannon Linder
CFP®, CDFA®
Wealth Advisor
-
Michelle Lobbia
Client Relationship Specialist
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Lisa Longest
AIF
Senior Investment Advisor
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Daniel Lopez
CFA®, CTFA, AEP®, JD
Senior Wealth Advisor
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Kari Louchez
MBA, CRPC®, aPHR®
Client Service Manager, CSA Team Lead
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David Luckes
Director of Institutional Services
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Rachel Luken
CFP®
Senior Wealth Advisor
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Jay Lupica
JD, AEP®, CTFA
Senior Wealth Advisor
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Alison Lynch
Associate Wealth Advisor
M
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Alexis Maafoh
CFP®, CDFA®
Wealth Advisor
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Curtis Maafoh
CFP®
Onboarding & Integration Advisor
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Roderick Macdonald
JD, CFP®
Senior Wealth Advisor
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Rick Macdonald
MBA, CFA®, CFP®
Senior Wealth Advisor
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Heather Mahoney
JD
Managing Director, Wealth Management
-
Amir Malek
CPA
Co-Presidents, Business Management, Managing Director
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Pam Malek
CPA
Co-Presidents, Business Management, Managing Director
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Marissa Malone
JD, MBA
Wealth Advisor
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Alyssum Malone
CFP®, BFA™
Wealth Advisor
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Erin Manganello
CFP®
Senior Wealth Advisor
-
Vince Marsden
Senior Wealth Advisor
-
Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
-
Stephen Marsters Jr.
JD
Wealth Advisor
-
Joel Martin
CFP®, CKA®
Wealth Advisor
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Sam Martin
CPA, CFP®
Wealth Advisor
-
Daniel Martinez
Director, Advisory Team Leadership
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William Masse
Associate Wealth Advisor
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Rachel Mast
Associate Wealth Advisor
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Jake Masterson
CFA®
Institutional Services Associate Advisor
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Jeffrey Mastrianna
CFP®
Senior Wealth Advisor
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Daniel May
Wealth Advisor
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Brian Mayfield
CRPC®
Advisory Team Director
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JonPaul McBride
CFP®
Wealth Advisor
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Joseph McBride
Managing Director & Senior Wealth Advisor
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Matt McBride
Associate Wealth Advisor
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Edward McCarthy
MBA
Senior Wealth Advisor
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Devin McCombs
CFP®, CSLP®
Associate Wealth Advisor
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Jack McCormick
Senior Portfolio Manager
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Douglas McCulley
CFP®, CAP, CKA®
Wealth Advisor
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Scott McDonald
CFP®, MSFP
Senior Wealth Advisor
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Claire McDonald
CIMA®
Managing Director & Senior Institutional Consultant
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Cindy McGhee
CPA, PFS
Wealth Advisor
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Sean McGinn
Associate Wealth Advisor
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Thomas McGrath
CFP®
Wealth Advisor
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Alicia McHugh
CIPM®, CFP®
Wealth Advisor
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Matthew McKeand
CFP®
Associate Wealth Advisor
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Ryan McKibben
Associate Wealth Advisor
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Frank McLaughlin
CFP®, CSRIC™
Senior Wealth Advisor
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Al Meadows
MBA, CFP®
Senior Wealth Advisor
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Frank Mentone
CFA®
Senior Wealth Advisor
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Michael Merrigan
Associate Wealth Advisor
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Amanda Merrill
JD, CFP®
Wealth Advisor
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Alfredo Mesa
CFP®
Wealth Advisor
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Joseph Midollo
Associate Wealth Advisor
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Roger Millbrook
JD, CPA, PFS
Wealth Advisor
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Susan Miller
CPA, PFS, CFP®, CDFA®
Senior Wealth Advisor
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Nina Mitchell
Senior Wealth Advisor
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Ryan Mitchell
CFP®
Wealth Advisor
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Rob Mitchell
CFA®, CFP®
Wealth Advisor
-
O. Needom Mitchell
JD
Senior Compliance Associate
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Peter Mitrano
CFA®, CFP®
Senior Wealth Advisor
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Chase Moceri
APMA®, CFP®
Associate Wealth Advisor
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Moorea Monaco
CFP®
Wealth Advisor
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Brian Monaghan
CFP®
Wealth Advisor
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Garret Moore
Associate Wealth Advisor
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Charles Moran
CFP®, CRPS®, CPFA
Retirement Plan Advisor
-
Barry Morgan
JD, MBA
Senior Wealth Advisor
-
Scott Morrison
CFP®
Associate Wealth Advisor
-
Peter Mueller
MBA, CFP®
Senior Wealth Advisor
-
Anita Muminovic
Associate Wealth Advisor
-
Tyler Murphy
CFP®
Associate Wealth Advisor
-
John Murray
JD
Senior Wealth Advisor
N
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Carl Nadwodny
CFA®, CFP®
Wealth Advisor
-
Jake Neiner
CFP®
Associate Wealth Advisor
-
Mack Nelson
Senior Wealth Advisor
-
Mack Nesbit
Associate Wealth Advisor
-
Taylor Nesbitt Campbell
Associate Wealth Advisor
-
Daniel Newquist
CFP®, AIF
Wealth Advisor
-
Maivy Nguyen
Associate Wealth Advisor
-
Cynthia Nickelson
CFP®
Director, Client Experience & Client Service Manager (Gratus)
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Darren Norton
Senior Wealth Advisor
O
P
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Jeff Palleschi
CFP®
Associate Wealth Advisor
-
Robert Palmer
CFP®, RICP
Senior Wealth Advisor
-
Nishant Pandya
Associate Wealth Advisor
-
Joshua Parker
CFP®
Wealth Advisor
-
Lowell Parker
CFP®
Senior Wealth Advisor
-
Robin Patinkin
CFA®, MBA, CFP®
Senior Wealth Advisor
-
Mark Pelersi
Associate Wealth Advisor
-
Shellie Peters
CFP®, ChFC®, CAP
Senior Wealth Advisor
-
Chandler Peterson
CFP®
Associate Wealth Advisor
-
Michaela Peterson
Associate Wealth Advisor
-
Tim Pinch
JD
Senior Wealth Advisor
-
Brian Pingatore
AAMS®, CFP®
Associate Wealth Advisor
-
Brian Pirri
CFP®
Senior Wealth Advisor
-
Mark Pitcher
Fixed Income Advisor
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Giancarlo Plati
Retirement Plan Advisor
-
Blake Pokley
CFP®
Associate Wealth Advisor
-
Joseph Pottackal
Associate Wealth Advisor
-
Toby Potterton
CRPC®
Senior Wealth Advisor
-
Matthew Pranaitis
CFA®, CAIA®
Wealth Advisor
-
Matt Pranschke
CFP®, QPA, ERPA, CPC, CPFA
Retirement Solutions Advisor
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Jordan Priddy
CFP®, EA
Associate Wealth Advisor
-
Kenneth Pritzker
Senior Wealth Advisor
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Stan Purvis
CPA, CFP®
Wealth Advisor
Q
R
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Christopher Rafferty
CFP®
Senior Vice President & Executive Director of Advisory Services
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Ryan Ragoza
CFP®
Senior Financial Planner
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Meagan Ranbarger
Associate Wealth Advisor
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Matthew Rapoport
CFP®, MST
Senior Wealth Advisor
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Krystyn Rash
CFP®, FPQP®
Associate Wealth Advisor
-
Sheryl Rayner
Fiduciary Specialist
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Kory Reid
CFP®
Associate Wealth Advisor
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Matthew Reinhardt
AIF
Wealth Advisor
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Logan Reno
CFP®
Associate Wealth Advisor
-
David Ressner
Wealth Advisor
-
Christopher Ricci
CFP®
Wealth Advisor
-
Tyler Rich
CPA, MBA
Wealth Advisor
-
Brian Riggs
CFP®
Associate Wealth Advisor
-
Jadah Riley
Associate Wealth Advisor
-
Ted Ring
CFP®
Wealth Advisor
-
Kathryn Risch
QPA, QKA®, QPFC, CRC
Retirement Solutions Advisor
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Barbara Ristow
CFP®
Wealth Advisor
-
Stavros Rizakos
Wealth Advisor
-
Kristopher Roche
CFP®
Associate Wealth Advisor
-
Chris Rodgers
CFP®
Associate Wealth Advisor
-
Brian Rodriguez
Associate Wealth Advisor
-
Brian Rodriguez
Associate Wealth Advisor
-
Adam Roeder
Associate Wealth Advisor
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Dale Roehrs
CFP®
Wealth Advisor
-
Brian Roemke
Practice Integration Advisor
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Landon Rogers
CFP®
Wealth Advisor
-
Omar Roman
CFP®
Associate Wealth Advisor
-
Matthew Romine
Associate Wealth Advisor
-
Ken Rosenbaum
CPA, RLP®
Wealth Advisor
-
Eric Rosenberg
JD, MBA
Senior Wealth Advisor
-
Richard Rosenthal
Senior Wealth Advisor
-
Sheryl Rothman
CFA®, MBA, CFP®
Senior Wealth Advisor
-
Nick Rounds
CFA®
Senior Portfolio Manager
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John Routhier
Wealth Advisor
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Andrey Rudomiotov
Fixed Income Portfolio Advisor
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Dan Rush
Fixed Income Advisor
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Scott Rutherford
CPA, CFP®
Wealth Advisor
-
Jennifer (Dani) Ryan
CFP®, CDFA®, CRPC®
Senior Wealth Advisor
-
Matthew Ryan
EA, CFP®, MSF
Senior Wealth Advisor
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Keith Rybak
CPA, PFS
Wealth Advisor
S
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Stephen Sadler
JD
President of Colony Wealth Management, Senior Wealth Advisor
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Mark Sagen
CFA®, AWMA®
Senior Wealth Advisor
-
Mark Sagen
CFA®, AWMA®
Senior Wealth Advisor
-
Joseph Salvati
CFP®
Senior Wealth Advisor
-
Mary Lyn Saly
Advisory Team Associate
-
Jay Sammons
CFA®
Portfolio Manager, Prviate Markets
-
Stephanie Sather
FPQP®
Associate Wealth Advisor
-
Kristina Saunders
CFP®, CIMA®
Senior Portfolio Manager
-
Scott Schaefer
CFP®
Associate Wealth Advisor
-
Eric Schaefer
CFP®, FBS
Wealth Advisor
-
Kurt Schafers
JD, CFP®
Wealth Advisor
-
Emilie Schaffer
CFP®, CRPC®
Wealth Advisor
-
Alan Schapire
CPA, PFS, CFP®
Wealth Advisor
-
Austin Schettler
CFP®, CRPS®, CPFA
Retirement Plan Advisor
-
Ted Schiela
Senior Wealth Advisor
-
Kent Schmidgall
CFP®, CKA®
Wealth Advisor
-
Andrew Schneider
CFP®
Wealth Advisor
-
Steve Schuler
Senior Wealth Advisor
-
Claire Schulte
CFP®
Wealth Advisor
-
April Schultz
CFP®
Associate Wealth Advisor
-
Brandon Schumacher
CFP®, CRPC®, APMA®
Associate Wealth Advisor
-
Jay Schuman
CFP®
Wealth Advisor
-
Mandy Sessler
CFP®
Wealth Advisor
-
Evan Shamblin
CPA
Associate Wealth Advisor
-
David Shaw
CFP®
Wealth Advisor
-
Todd Silverman
Senior Wealth Advisor
-
Adam Silvey
JD
Senior Wealth Advisor
-
Jarrett Simpson
CFP®, NSSA
Wealth Advisor
-
Ethan Singer
Associate Wealth Advisor
-
Kathy Siriwan
CFP®
Wealth Advisor
-
Jamie Slaughter
CFP®, CDFA®
Wealth Advisor
-
William Smiegal
CFP®
Senior Wealth Advisor
-
Michelle Smith
Associate Advisor
-
Mark Smith
CPA, PFS
Wealth Advisor
-
Greg Smith
Associate Wealth Advisor
-
Karen Smith
CFP®, MBA
Wealth Advisor
-
Bill Smith
CFP®
Wealth Advisor
-
Jason Smith
CFP®, MSFP
Wealth Advisor
-
Chiara Sockel Renninger
CFP®
Wealth Advisor
-
Jaimie Sousa
CFP®, CEPA®
Senior Wealth Advisor
-
Aaron Spencer
CFP®, ADPA™
Senior Wealth Advisor
-
Matt Spezialetti
CFA®, CFP®
Manager, Advisory Team Leadership
-
Skyler Spitz
Associate Wealth Advisor
-
Simeon Spruill
Associate Wealth Advisor
-
Lori Stanger
MBA, CFP®
Associate Wealth Advisor
-
Cameron Starr
Wealth Advisor
-
Richard Steinberg
CFA®
Senior Wealth Advisor
-
Stephen Stelljes
JD, CFP®
Senior Wealth Advisor
-
Jennifer Stevens
CFP®
Wealth Advisor
-
Tisha Stevens
FPQP®
Advisory Team Associate
-
Susan Strasbaugh
CFP®, EA
Advisor Transition & Leadership Coach
-
Deanna Strean
CFP®
Wealth Advisor
-
Danielle Strumbeta
CFP®
Manager, Advisory Leadership Team
-
Connor Sullivan
CFP®
Senior Wealth Advisor
-
Erin Sullivan
CFP®
Senior Wealth Advisor
-
David Sullivan
CFP®
Wealth Advisor
-
Gail Sullivan
Senior Wealth Advisor
-
Ty Summerlin
CFP®
Senior Wealth Advisor
-
Christine Suozzi
CFP®
Senior Wealth Advisor
-
Joshua Swartz
CFP®
Wealth Advisor
-
Lauren Szczybor
CRPC®
Wealth Advisor
T
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Derek Taddei
CPFA
401(k) Retirement Specialist
-
Stephen (Steve) Taddie
CBE, CFM
Senior Wealth Advisor
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Elisabeth Talbot
CFP®, CPA
Senior Wealth Advisor
-
Jeffrey Tancreti
JD
Wealth Advisor
-
Kristin Taylor
Advisory Team Associate
-
Matthew Teel
CFP®
Associate Wealth Advisor
-
Nikol Tennant
CFP®
Senior Wealth Advisor
-
Brandon Terkeltaub
CFP®, ChFC®
Wealth Advisor
-
Ben Thiele
CFP®
Associate Wealth Advisor
-
Derek Thisse
Wealth Advisor
-
Brent Thomas
CFP®
Wealth Advisor
-
William Thum
Associate Wealth Advisor
-
Kristi Tidwell
CFP®, CDFA®
Associate Wealth Advisor
-
Kittye Tilford
CFP®, MBA
Wealth Advisor
-
Daniel Tisser
CFA®, CFP®, CEPA®
Senior Wealth Advisor
-
Gennadiy Todd
CFP®
Wealth Advisor
-
David Tracy
CFP®
Senior Wealth Advisor
-
Trey Tremblay
CFP®
Wealth Advisor
-
Kevin Tremor
Associate Wealth Advisor
-
William Tricarico
Associate Wealth Advisor
-
Tori Trosset
Associate Wealth Advisor
-
Stephen Trousdale
CFP®, CRPC®
Wealth Advisor
-
Adam Truebe
CFP®
Associate Wealth Advisor
U
V
-
Joseph Valerio
Associate Advisor
-
Susan Van Bergen
CRPC®
Wealth Advisor
-
David Venegas
Senior Vice President, Client Development
-
Mark Vermillion
CFP®
Associate Wealth Advisor
-
Aaron Vickar
Wealth Advisor
-
Ryne Vickery
CFP®
Wealth Advisor
-
Andrew Vogelstein
President, Institutional Advisory Practice
-
Maryann Vognild
CFP®
Wealth Advisor
-
Emma Von Weise
Associate Wealth Advisor
W
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Chris Waclawik
CFP®, AFC®
Senior Wealth Advisor
-
Roger Wade
JD
Senior Wealth Advisor
-
Thelia Wade
CPA, PFS
Wealth Advisor
-
Andrew Waite
CFP®
Wealth Advisor
-
Lindsay Wales
Fixed Income Portfolio Advisor
-
Patrick Walsh
CFP®
Wealth Advisor
-
Brooke Warner
CFA®, CFP®
Wealth Advisor
-
Brad Wasserman
CPA, PFS
Wealth Advisor
-
Margaret Watson
CPA, CFP®
Wealth Advisor
-
Tanner Watson
Associate Wealth Advisor
-
Lindsey Weber
CFP®
Manager, Advisory Team Leadership
-
John Weeks
CExP™
Senior Wealth Advisor, Family Wealth & Business Transition Planning
-
Steve Weiss
CFP®
Wealth Advisor
-
Margaret Welborn
JD
Senior Wealth Advisor
-
William Weydemeyer
MBA, CFP®
Senior Wealth Advisor
-
Kyle Whisenhunt
CFP®
Wealth Advisor
-
Jenny Wiechel
CFP®, ChSNC®
Wealth Advisor
-
Steve Wiechel
CFP®
Associate Wealth Advisor
-
Jennie Wilber
CFP®
Wealth Advisor
-
Justin Wiles
JD
Senior Wealth Advisor
-
Cheryl Wilkinson
CFP®
Senior Wealth Advisor
-
Adam Willis
Associate Wealth Advisor
-
Chris Willits
CWS
Wealth Advisor
-
Annika Wiltbank
Associate Advisor
-
Mark Winland
CFP®
Wealth Advisor
-
Mike Winterscheidt
CPA, PFS, CGMA
Wealth Advisor
-
Jay Wirig
Wealth Advisor
-
J.P. Wirig
CPA
Wealth Advisor
-
Tim Wochok
CFP®
Wealth Advisor
-
Harrison Wolfe
CFP®
Associate Wealth Advisor
-
Carmen Wong
JD, CFP®
Wealth Advisor
-
Scott Worley
CFP®
Wealth Advisor
-
Michael Wright
JD
Senior Wealth Advisor
-
Christy Wu
Associate Advisor
-
Kurt Wunderlich
CFA®, CFP®
Client Development Advisor