Our Advisory Team
Find your like-minded, thoughtfully matched, refreshingly-rational wealth advisor.
A
Jonathan Abner
Wealth Advisor
Janet Acheatel
CFP®, CDFA®, RICP, MBA
Senior Wealth Advisor
John Adamczyk
CFA®
Senior Portfolio Manager
Kelli Adams
CFP®, EA
Senior Wealth Advisor
Roger Albrecht
CFA®
Principal, Senior Portfolio Manager
Kollin Allard
CFP®, CRPC®, SE-AWMA℠
Senior Wealth Advisor
Emily Allen
CFP®
Wealth Advisor
Corey Altman
CFP®, CPA, CGMA, PFS
Wealth Advisor
Joe Arena
Associate Wealth Advisor
Indrika Arnold
CFP®
Senior Wealth Advisor
Brandon Arnold
Associate Wealth Advisor
Adam Arthurs
Associate Wealth Advisor
B
Karen Baer
CDFA®, CSA®
Senior Wealth Advisor
Fred Baird
Senior Wealth Advisor
Ian Barclay
CPA, PFS
Senior Wealth Advisor
Jeff Barnett
MCR, CFP®
Senior Wealth Advisor
Keith Barr
CFP®, ChFC®, CLU®
Wealth Advisor
Ryan Bartholomew
JD
Senior Wealth Advisor
Tyler Bartlett
AEP®, AIF, AWMA®, ChFC®, CFP®
Senior Wealth Advisor
Nate Baynes
Associate Wealth Advisor
Zachary Benton
CFP®
Associate Wealth Advisor
Mark Bergsohn
CFA®, CFP®
Senior Portfolio Manager
Ryan Berning
CFP®
Wealth Advisor
Eric Berquist
JD
Wealth Advisor
Amy Berry
CFP®
Associate Wealth Advisor
Rob Bertman
CFA®, CSLP®, CFP®
Director of Family Budget Services
Jacob Biliack
CFP®
Senior Financial Planner
Spencer Blair
Associate Wealth Advisor
Billy Blase
MBA, ChFC®
Senior Wealth Advisor
Jake Bleyenberg
CFP®
Wealth Advisor
Thomas Bodin
CFA®, CFP®
Practice Integration Advisor & Team Leader
Robert Bodio, Jr.
JD
Senior Wealth Advisor
Brandon Bol
MSF, CFP®
Wealth Advisor
Michael Borzi
Associate Wealth Advisor
Tess Bosley
Associate Wealth Advisor
Erica Bouchard
CFP®
Wealth Advisor
Dottie Bourlier
CFP®
Wealth Advisor
Matt Bourlier
Associate Wealth Advisor
Jay Bowen
CFP®, ChSNC®
Wealth Advisor
Adam Bowers
CFP®
Associate Wealth Advisor
Rebecca Boyle
CFP®
Associate Wealth Advisor
Cameron Bradshaw
CFP®
Associate Wealth Advisor
Debra Brede
Senior Wealth Advisor
Connie Brezik
CFP®, CPA
Advisor Transition Coach
Harold "Skip" Briggs, Jr.
CPA, PFS, CFP®
Wealth Advisor
Brad Brisan
CFP®
Wealth Advisor
Greg Britton
CRPC®, ChFC®, CLU®, CASL®
Managing Director, Advisory Team Leadership
David Brodsky
CPA, CDFA®, MBA, JD
Senior Wealth Advisor
Tim Brokop
Associate Wealth Advisor
Sam Bromberg
CPA, PFS
Wealth Advisor
Ashley Brooks
CFP®
Wealth Advisor
Cory Brooks
CFP®
Wealth Advisor
Lawrence Brottman
CPA, CFP®
Senior Wealth Advisor
Rick Brown
EA, CFP®
Wealth Advisor
Brian Brush
CFP®
Wealth Advisor
Doug Buchan
CFP®
Wealth Advisor
Jason Buck
CFP®
Managing Director, Platform Channels
Wade Buffington
CFP®
Wealth Advisor
Barnaby Bullard
CFP®
Senior Wealth Advisor
Aimee Butler
CFP®
Senior Wealth Advisor
Sierra Butler
CFP®, CSRIC™
Wealth Advisor
C
Chase Campbell
CFP®
Wealth Advisor
Leigh Capelli
CFP®
Associate Wealth Advisor
Tyler Capitano
CFP®
Associate Wealth Advisor
Michael Carlin
AIF, WMS™
Managing Director, Insurance and Retirement Solutions
Kevin Carlton
Fixed Income Portfolio Advisor
Tanette Carmona
Associate Wealth Advisor
Robert Carnegie
CFP®, CFA®, CEPA®
Senior Wealth Advisor
Nicole Caron
CFP®, CDS®
Senior Financial Planner
Mark Carr
President, Platform Channels
Grant Carver
Associate Wealth Advisor
Carol Cassoli
Associate Wealth Advisor
Josh Cepeda
CFP®
Wealth Advisor
Callahan Ceplenski
CFP®
Wealth Advisor
Jennifer Chang
CFA®
Director, Institutional Advisory Practice
AJ Cheang
CFP®
Associate Wealth Advisor
Josh Chebul
CFP®
Wealth Advisor
Chen Chen
CFA®
Managing Director, Portfolio Manager, Institutional Advisory Practice
Jeff Chernitzer
CPA, PFS
Wealth Advisor
Susan Chesson
CFP®, CPWA®
Wealth Advisor
Diana Cheung
CFP®
Associate Wealth Advisor
Bernice Ching
FPQP®
Associate Wealth Advisor
Scott Christensen
CFP®, EA
Wealth Advisor
Blake Christensen
CPA
Associate Wealth Advisor
Erik Christman
CFP®, CPA
Wealth Advisor
Bryan Ciborowski
Vice President, Client Development
Clare Ciervo
CFP®
Wealth Advisor
Melissa Ciotoli
CFP®, CDFA®
Senior Wealth Advisor
Ryan Clancey
CPA
Associate Wealth Advisor
Mary Clang
FPQP®
Associate Wealth Advisor
Jack Clark
MBA, CFP®, CFA®
Senior Wealth Advisor
Darin Clark
Associate Wealth Advisor
Douglas Clark
CPA, PFS, RLP®
Wealth Advisor
Matt Clark
CFP®, AAMS®
Wealth Advisor
Michael Clayman
CFP®, ChSNC®
Wealth Advisor
Bryan Clintsman
CFP®
Wealth Advisor
Jeffrey Cohen
CPA, PFS
Wealth Advisor
Aaron Cohen
Ph.D.
Managing Director
Danielle Colbert
CPA
Director, Tax Solutions
Ian Cole
CFP®, CFA®
Senior Wealth Advisor
Scot Colgrove
CFP®
Onboarding & Integration Advisor
Katie Collins
CFP®
Practice Integration Advisor
Andrew Collins
CFP®
Associate Practice Integration Advisor
Julie Colucci
CFP®
Wealth Advisor
Brian Cook
AIF
Senior Wealth Advisor
Sara Cooke
CFP®
Wealth Advisor
Miriam "Mimmy" Cooper
MBA
Senior Wealth Advisor
John Corn
CPA, PFS
Wealth Advisor
Oscar Cornejo
CFP®
Associate Wealth Advisor
Jim Cornfeld
CFP®, CSLP®
Advanced Planning Advisor
Maureen (Meaux) Costello
JD
Wealth Advisor
Tammy Courtney
CFP®
Wealth Advisor
Becca Craig
CFP®, CSLP®, ABA
Wealth Advisor
Jeffrey Craig
CFP®, EA
Senior Wealth Advisor
Madaline Creehan
Wealth Advisor
Christine Crigler
CPWA®, CFP®
Wealth Advisor
Randall Crimmings
CFP®
Wealth Advisor
Elisabeth Cullington
CFP®
Senior Wealth Advisor
Mackenzie Cunningham
CFA®
Portfolio Manager
Geoff Curran
CFP®, CPA, ABV®, CFA®, MBA
Senior Wealth Advisor
Patrick Czerwinski
Associate Advisor
D
Andrew D'Aprile
CFA®, CPA
Wealth Advisor
James Da Silva
Senior Vice President, Client Development
Marvin Davies
Associate Wealth Advisor
Chris Davis
Senior Vice President, Client Development
Al Davis
EA, CFP®
Wealth Advisor
Anna Katherine (AK) Davis
CFP®
Wealth Advisor
Eric Davis
CFP®
Wealth Advisor
Lori Deane
JD
Senior Wealth Advisor
Jonathan Derby
JD
Senior Wealth Advisor
Mark Derby
Senior Wealth Advisor
Jada Diedrich
CPA
Wealth Advisor
Peter Dillon
CFP®
Associate Wealth Advisor
Dominic Dina
CFP®
Associate Wealth Advisor
Mike Dixon
CFP®
Senior Vice President, Client Development
Dawn Doebler
MBA, CPA, CFP®, CDFA®
Senior Wealth Advisor
Elliot Dole
CFP®, EA, AEP®, CEPA®, CAP
Wealth Advisor
Jeff Donham
CFP®, CLU®
Senior Wealth Advisor
Patrick Donnelly
CFP®
Senior Wealth Advisor
Kristen Donovan
CPFA, QKA®, AIF
Director, Retirement Solutions
Charlie Dorn
Associate Wealth Advisor
Colleen Doyle
Client Service Manager
Denise Duffy
JD
Senior Wealth Advisor
Adam Dunavant
CFP®
Associate Wealth Advisor
Carmone Duncan-Copeland
FPQP®
Associate Wealth Advisor
E
Elaine Eakes
Associate Wealth Advisor
Vernon Eberly
CFP®
Wealth Advisor
Chuck Ebersole
CLU®, ChFC®, CFP®, CAP, AEP®
Senior Wealth Advisor & Legacy Coach
Tara Elmaleh
Senior Wealth Advisor
Rob Emens
CFP®
Senior Wealth Advisor
Mary Ericksen
CPA, CFP®
Associate Wealth Advisor
Sean Erickson
CFP®
Senior Wealth Advisor
Christopher Erlewine
CFP®, CRPC®
Wealth Advisor
Mike Ersser
CFP®, ABFP™
Senior Wealth Advisor
Brett Esterson
CFA®
Wealth Advisor
Dan Evans
Associate Wealth Advisor
Isaac Everett
CFP®
Associate Advisor
F
Iman Farimani
JD
Associate Wealth Advisor
Raphael Feigenbaum
Wealth Advisor
Brian Fenn
CFP®, CLU®, ChFC®
Wealth Advisor
Dawn Filliatreault Wood
FPQP®
Associate Wealth Advisor
Gregory Fink
Senior Managing Director, National
Greg Finke
CFP®, CKA®
Associate Wealth Advisor
Michael Finnegan
AIF
Senior Wealth Advisor
Adam Firely
CFP®, CPA
Senior Wealth Advisor
Colin Fitzgibbons
Associate Wealth Advisor
Matthew Foster
JD, CFP®
Senior Wealth Advisor
Clayton Foster
CFP®
Associate Wealth Advisor
Jeff Freeberg
CFP®
Associate Wealth Advisor
Nolin Frias
CFP®, CIMA®, CPWA®, CSRIC™, NSSA®
Wealth Advisor
Joli Fridman
CFP®, CPA, PFS
Wealth Advisor
Joe Frontczak
CFA®, CFP®, EA
Wealth Advisor
Cheryl Furlong
CFP®, CPA
Wealth Advisor
G
Austin Garber
CFP®, CKA®
Wealth Advisor
Christina Garland
CFP®
Senior Wealth Advisor
Cathy Gearig
CFP®, MBA
Wealth Advisor
Cary Geller
CPA, PFS, CFP®, AEP®
Senior Wealth Advisor
Michael Gentsch
CFP®, AWMA®, CRPC®
Senior Vice President, Client Development
Colleen Gepp
CFP®
Senior Wealth Advisor
Nick Giacoumakis
CEPA®, CVGA
Senior Wealth Advisor
Christopher Gibbons
Associate Wealth Advisor
Dirk Gilliard
Wealth Advisor
Lily Gillman
Associate Advisor
Craig Giventer
CFA®
Managing Director of Portfolio Strategies
Laura Glennon
Associate Wealth Advisor
Joshua Goldberg
CFP®
Senior Wealth Advisor
Dan Goldie
CFA®, CFP®
Wealth Advisor
Matthew Gordon
CFP®
Senior Wealth Advisor
Nicole Gould
CFP®
Wealth Advisor
Jake Granger
CFP®
Associate Wealth Advisor
Tad Gray
CFP®, CIMA®, CAP
Wealth Advisor
Laura Greb
Client Service Associate
Lex Grecu
CFA®, CFP®
Wealth Advisor
Michael Green
CFP®, AWMA®
Senior Wealth Advisor
Dylan Greer
CFP®
Wealth Advisor
Brian Gregorek
Wealth Advisor
Jake Gremza
Associate Wealth Advisor
Ben Gross
Associate Wealth Advisor
Michelle Guarino
CRPC®
Wealth Advisor
Stephanie Guerin
CFP®
Wealth Advisor
Ryan Guertin
CFP®
Associate Wealth Advisor
Chanel Gullage
Senior Wealth Advisor
H
Michael Haber
JD, CFP®
Senior Wealth Advisor
Andrew Hackett
CFP®
Wealth Advisor
Kat Hamel
CFP®
Senior Associate Advisor
Brendan Hand
Senior Wealth Advisor
Susan Hanlon
CFP®
Wealth Advisor
Asher Hannah
JD
Wealth Advisor
Aimee Hansen
Associate Wealth Advisor
Queen Harambee
Associate Wealth Advisor
Travis Harper
CFP®, CRPC®
Wealth Advisor
Mallory Harrell
Associate Wealth Advisor
Don Harris
CFA®
Managing Director, Senior Portfolio Manager
Tyler Harrison
CFP®
Portfolio Manager
Max Haspel
CEPA®
President, Business Owner Services & Senior Wealth Advisor
Jordan Hatfield
Associate Wealth Advisor
Alex Hattenhauer
CFA®
Portfolio Manager
Tom Haug
CFP®
Wealth Advisor
Brian Haywood
CIMA®
Investment Strategy Advisor
Michael Heiser
CFP®, CRPC®
Associate Wealth Advisor
Sean Hejna
Managing Director, Advisory Team Leadership
Tim Helsel
QPFC
Retirement Solutions Advisor
Jason Hemsley
CFP®, M.TX
Wealth Advisor
Corey Hendershot
CFA®
Investment Strategy Advisor
Emily Hengstler
CFP®
Senior Associate Advisor
Gary Herz
CFP®, EA, RICP
Wealth Advisor
Grant Heutel
CRPS®, CPFA, CFP®
Retirement Plan Advisor
Stephen Hicks
JD, CPA
Wealth Advisor
Philip Ho
CFP®
Wealth Advisor
Alex Hock
JD, CFA®
Senior Wealth Advisor
Meghan Hogan
CFP®
Client Service Manager
Kelly Hokanson
CFP®
Wealth Advsior
Thompson Hollo
CFA®
Associate Wealth Advisor
Analiese Holmes
CFP®
Associate Wealth Advisor
Chris Holton
CFP®, EA
Senior Wealth Advisor
Richard Homan
CFP®, CPA
Wealth Advisor
Bobby Hope
CFP®
Wealth Advisor
Bruce Hotaling
CFA®
Founder and Managing Partner of Hotaling Investment Management
Brian Howles
CFA®
Senior Wealth Advisor
Kevin Hoyle
Senior Wealth Advisor
Peyton Hudson
Associate Wealth Advisor
Tyler Hunter
CFP®, EA
Wealth Advisor
Devon Hunter
Financial Planner
Josh Hunter
MBA, CPA, CFP®
Senior Wealth Advisor
Ben Huston
MBA, CFP®
Managing Director, Mid-Atlantic
Brooke Hutzler
Associate Wealth Advisor
I
J
Stephanie Jackson
CFP®
Associate Wealth Advisor
Daniel Jagiello
Associate Wealth Advisor
Phil Jameson
CPA, MBA, MST
Senior Wealth Advisor
David Janczewski
CFA®, CFP®
Senior Wealth Advisor
Brenda Janikowski
CFP®
Wealth Advisor
Jessica Jarosik
CFP®, EA
Wealth Advisor
Constanza Jelambi
Fixed Income Portfolio Advisor
Brad Jenkins
CFP®
Wealth Advisor
Clay Jinks
CFP®, CKA®
Associate Wealth Advisor
Alan Johnson
Wealth Advisor
Jeff Johnson
CFP®
Wealth Advisor
Dan Johnson
CFP®, EA, AEP®
Advanced Planning Advisor
Chris Johnson
MBA
Senior Wealth Advisor
Answan Johnson
CFP®, MBA
Wealth Advisor
Jim Johnston
CFP®
Senior Wealth Advisor
Craig Jones
JD, MBA
Senior Wealth Advisor
Ben Jones
CFP®
Wealth Advisor
Jennifer Jones
CPFA, CFP®, CDFA®
Wealth Advisor
Charlie Jones
Associate Advisor
K
Paresh Kamdar
CFP®
Senior Wealth Advisor
Peter Karadimas
Senior Wealth Advisor
Arash Mark Katirai
CFP®
Associate Wealth Advisor
Sam Katuzienski
CFP®
Associate Wealth Advisor
Kathleen Kee
CFP®
Senior Wealth Advisor
Caroline Keenan
Wealth Advisor
Steven Keirn
JD, CFP®
Senior Wealth Advisor
Melissa Keiss
Wealth Advisor
Jason Kennedy
CPFA, AIF
Retirement Plan Advisor
Bethany Ketron
CFP®, CFT-I™
Wealth Advisor
Christina Keys
CFP®
Associate Wealth Advisor
Bhavna Khurana
CFA®
Senior Portfolio Manager
Sam Killingsworth
Associate Wealth Advisor
Andrew Kline
CFP®, CPA
Wealth Advisor
Robert Knight
CPA
Associate Wealth Advisor
Lindsay Kobus
Associate Wealth Advisor
Sarah Kordon
CFP®, CRPS®
Senior Wealth Advisor
Anthony Kosinski
JD
Wealth Advisor
Erik Kratz
CFA®, CAIA®
Principal, Senior Portfolio Manager
Jeremy Kuhlen
CFP®, AIF, CRPS®, CEPA®
Senior Wealth Advisor
Lucas Kulma
CFA®, CFP®
Wealth Advisor
Patrick Kuster
CFP®, AIF
Wealth Advisor
Sarah Kyle
CFP®, CPA
Wealth Advisor
L
Michelle Lach
CFP®
Wealth Advisor
Ann Laferriere
CFP®
Wealth Advisor
Greg Lanier
CFP®, RLP®
Wealth Advisor
Mark Lapman
CFA®, Ph.D.
Senior Wealth Advisor
Brandon Lappin
Associate Wealth Advisor
Erik Larson
CFA®
Managing Director, Platform Channels
Kevion Latham
CFP®
Senior Wealth Advisor
Charles Laverty, Jr.
Director, Service Management
Brian Leach
CFA®
Senior Portfolio Manager
Mary Leach Evers
CFP®
Wealth Advisor
Lauren Ledger
MBA, CFP®
Senior Wealth Advisor
Nadine Lee
CFA®, CFP®, PFS
President, Colony Family Office, Managing Director, Metro NY Offices
Howard Lee
Managing Director of Service, Trading & Operations
Paige Lee
CFA®, CFP®, CSRIC™
Senior Wealth Advisor
Lawrence Lee
CFA®
Portfolio Manager
Michael Lepore
CIMA®
Managing Director of Institutional Client Services
Zachary Lepore
Associate Wealth Advisor
Brad Levin
CEPA®, CFP®, CMT
Senior Wealth Advisor
Jeffrey Levine
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Alicia Lewis
Associate Wealth Advisor
Austin Lewis
CFA®
Strategy Advisor
Shannon Linder
CFP®, CDFA®
Wealth Advisor
Michelle Lobbia
Client Relationship Specialist
Lisa Longest
AIF
Senior Investment Advisor
Daniel Lopez
CFA®
Senior Wealth Advisor
Kari Louchez
MBA, CRPC®, aPHR®
Client Service Manager, CSA Team Lead
Rachel Luken
CFP®
Senior Wealth Advisor
Jay Lupica
JD, AEP®, CTFA
Senior Wealth Advisor
Alison Lynch
Associate Wealth Advisor
M
Alexis Maafoh
CFP®, CDFA®
Wealth Advisor
Curtis Maafoh
CFP®
Onboarding & Integration Advisor
Roderick Macdonald
JD, CFP®
Senior Wealth Advisor
Rick Macdonald
MBA, CFA®, CFP®
Senior Wealth Advisor
Heather Mahoney
JD
Managing Director, Wealth Management
Amir Malek
CPA
Co-Presidents, Business Management, Managing Director
Pam Malek
CPA
Co-Presidents, Business Management, Managing Director
Marissa Malone
JD, MBA
Wealth Advisor
Alyssum Malone
CFP®, BFA™
Wealth Advisor
Erin Manganello
CFP®
Senior Wealth Advisor
Vince Marsden
Senior Wealth Advisor
Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
Stephen Marsters Jr.
JD
Wealth Advisor
Sam Martin
CPA, CFP®
Wealth Advisor
Joel Martin
CFP®, CKA®
Wealth Advisor
William Masse
Associate Wealth Advisor
Rachel Mast
Associate Wealth Advisor
Jake Masterson
CFA®
Institutional Advisor
Jeffrey Mastrianna
CFP®
Senior Wealth Advisor
Daniel May
Wealth Advisor
JonPaul McBride
CFP®
Wealth Advisor
Joseph McBride
Managing Director & Senior Wealth Advisor
Matt McBride
Associate Wealth Advisor
Edward McCarthy
MBA
Senior Wealth Advisor
Devin McCombs
CFP®, CSLP®
Associate Wealth Advisor
Jack McCormick
Senior Portfolio Manager
Douglas McCulley
CFP®, CAP, CKA®
Wealth Advisor
Scott McDonald
CFP®, MSFP
Senior Wealth Advisor
Cindy McGhee
CPA, PFS
Wealth Advisor
Sean McGinn
Associate Wealth Advisor
Thomas McGrath
CFP®
Wealth Advisor
Alicia McHugh
CIPM®, CFP®
Wealth Advisor
Matthew McKeand
CFP®
Associate Wealth Advisor
Brent McKee
CPA
Associate Wealth Advisor
Ryan McKibben
Associate Wealth Advisor
Frank McLaughlin
CFP®, CSRIC™
Senior Wealth Advisor
Al Meadows
MBA, CFP®
Senior Wealth Advisor
Frank Mentone
CFA®
Senior Wealth Advisor
Michael Merrigan
Associate Wealth Advisor
Amanda Merrill
JD, CFP®
Wealth Advisor
Alfredo Mesa
CFP®
Wealth Advisor
Joseph Midollo
Associate Wealth Advisor
Roger Millbrook
JD, CPA, PFS
Wealth Advisor
Susan Miller
CPA, PFS, CFP®, CDFA®
Senior Wealth Advisor
Nina Mitchell
Senior Wealth Advisor
Ryan Mitchell
CFP®
Wealth Advisor
Rob Mitchell
CFA®, CFP®
Wealth Advisor
Peter Mitrano
CFA®, CFP®
Senior Wealth Advisor
Chase Moceri
CFP®
Associate Wealth Advisor
Moorea Monaco
CFP®
Wealth Advisor
Brian Monaghan
CFP®
Wealth Advisor
Garret Moore
Associate Wealth Advisor
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
O
P
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
Mason Petrie
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
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
Jordan Priddy
CFP®, EA
Associate Wealth Advisor
Kenneth Pritzker
Senior Wealth Advisor
Stan Purvis
CPA, CFP®
Wealth Advisor
Q
R
Christopher Rafferty
CFP®
Senior Vice President & Executive Director of Advisory Services
Ryan Ragoza
CFP®
Senior Financial Planner
Meagan Ranbarger
Associate Wealth Advisor
Matthew Rapoport
CFP®, MST
Senior Wealth Advisor
Krystyn Rash
CFP®, FPQP®
Associate Wealth Advisor
Sheryl Rayner
Fiduciary Specialist
Kory Reid
CFP®
Associate Wealth Advisor
Matthew Reinhardt
AIF
Wealth Advisor
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
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
Adam Roeder
Associate Wealth Advisor
Dale Roehrs
CFP®
Wealth Advisor
Brian Roemke
Practice Integration Advisor
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
John Routhier
Wealth Advisor
Andrey Rudomiotov
Fixed Income Portfolio Advisor
Dan Rush
Fixed Income Advisor
Scott Rutherford
CPA, CFP®
Wealth Advisor
Jennifer (Dani) Ryan
CFP®, CDFA®, CRPC®
Senior Wealth Advisor
Matthew Ryan
EA, CFP®, MSF
Senior Wealth Advisor
Keith Rybak
CPA, PFS
Wealth Advisor
S
Stephen Sadler
JD
Senior Wealth Advisor
Mark Sagen
CFA®, AWMA®
Senior Wealth Advisor
Mark Sagen
CFA®, AWMA®
Senior Wealth Advisor
Joseph Salvati
CFP®
Senior 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
Karen Smith
CFP®, MBA
Wealth Advisor
Bill Smith
CFP®
Wealth Advisor
Michelle Smith
Associate Advisor
Jason Smith
CFP®, MSFP
Wealth Advisor
Mark Smith
CPA, PFS
Wealth Advisor
Greg Smith
Associate 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
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
Stephen (Steve) Taddie
CBE, CFM
Senior Wealth Advisor
Elisabeth Talbot
CFA®, CPA
Senior Wealth Advisor
Jeffrey Tancreti
JD
Wealth Advisor
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
Leonard Thurmond
Client Service Associate
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®
Senior 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
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
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 Advisor
Patrick Walsh
CFP®
Wealth Advisor
Brooke Warner
CFA®, CFP®
Wealth Advisor
Brad Wasserman
CPA, PFS
Wealth Advisor
Tanner Watson
Associate Wealth Advisor
Margaret Watson
CPA, CFP®
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
