Matthew Adams, CFP®

Vice President, Financial Advisor

Michael Ahrens, CFP®, CPM®

Managing Director

Susan Alboher

Senior Client Relationship Manager

Daniel Axelson

Managing Director & Partner

Joseph Azzara, CFP®

Managing Partner, Senior Financial Advisor

Millie Babb Perkins, CFP®

Senior Wealth Advisor

Mark S. Bailey

Managing Partner & PIM Portfolio Manager

Ginger L. Baker

Partner, Relationship Manager

Dennis Barba

CEO & Managing Partner

Albert Berger, CFP®

Partner

Daniel J. Bezik, CRPC®

Managing Partner

Wojciech “Wojtek” Biernat

Portfolio Investment Manager, Senior Investment Strategist

Bill Bolas, CRPC®

Senior Managing Director & Partner

Greg Bowden

Managing Partner

Charles Bracken

Senior Managing Director & Partner

Christine Burghart

Senior Operations Administrative Manager

Dan Campbell, CRPS™

Senior Financial Advisor

Julie Campbell

Client Associate

Don Cornagie

Managing Director

Dan Carter, CFP®

Managing Director & Partner

Michael R. Ciano

Senior Managing Director & Partner Senior PIM Portfolio Manager

Thomas Cometa

Managing Director & Partner

Dennis Devane, CRPC®

Managing Director & Partner

Joseph G. DiGiacomo

Managing Partner

Vince Donato

First Vice President

Justin Dwyer

Client Associate

Thomas C. Erb

Senior Managing Director & Partner

Bob Evely

Senior Financial Advisor

Michael P. Finkelstein, CFA

Partner

Robert Frenkel, CFP®

Senior Managing Director, Partner, Chief Investment Officer

Meghan Gallagher

Associate Financial Advisor

David A. Gallina

Managing Director & Partner

Colleen Geiss, CFP®

Vice President, Financial Advisor

Robyn Geiss, MBA

Vice President, Financial Advisor

David Grindle

Managing Principal

Alan Guenzel

Managing Director & Partner

Mikal Haddad, CFP®

Managing Director & Partner

Melissa Halloran

Vice President & Director of Operations

Edward Hill, CFP®

Managing Director & Partner

Summer Hoffman

Senior Client Associate

Kery Hutner, CFP®

Managing Director& Partner

Eric Ingerman, CFP®

Partner

Jessica Jackson

Associate Director, Marketing & Operations

Caroline Jones,
CFP® CRPC™ CRPS™

Vice President, Financial Advisor

Glen Kashetsky

Partner

Christopher Kelly

Senior Vice President

Michele Kirby

Director of Client Experience

Karen Kratz

Registered Senior Client Associate

William V. Lewis, Jr.
CFP® CAP® CLU® CPM®

Managing Principal, PIM Portfolio Manager

Marisa Litwinsky, CRPC™

Marisa Litwinsky, CRPC™

Dathan Lumpkins

Managing Director & Partner

Carol Lupo, CIMA®

First Vice President

Carter McKeown

Client Associate

Orlando Maldonado CFP® CIMA®

Wealth Advisor

James Makee

Executive Vice President & Partner

Jack Makee

Financial Advisor

Sabrina Martino

Client Associate

John H. Maser, CFP®

Managing Director & Partner

Carol Mayo

Client Associate

Philip Meltzer, CFP®

Managing Director & Partner

Christine O'Hara

Operations Manager

Lizette Pagán

Vice President & Managing Principal

Greg Perram, CFP®

Managing Director & Partner

Lori Piazza-Timchak

Assistant Vice President, Senior Financial Advisor

Chuck Reinemann, CRPC® CIMA®

Managing Director & Executive Vice President

Salvatore Saetta

Senior Vice President

Michelle Saville

Director of Account Operations

Gene N. Schraeder, Jr.

Managing Partner

Bill Schultz, CFP®

Managing Director

Jeffrey C. Simon, CFP®

Managing Partner

Shawn Small

Senior Financial Advisor

Michael Tepperman, CFP®

Senior Managing Director & Managing Partner

Jeff Turley, CRPC®​

Senior Managing Director & Partner

Michael Tursi, CFP®

Managing Director & Partner

Mike Verda, AAMS™

Managing Director & Partner

Dave Viola

Senior Financial Advisor

Kent Whitaker, CFA®

President

Scott Whitcomb

Managing Director & Partner

Jaime Zarlenga-Siegler, CFP®

Managing Director & Partner

Brian A. Zeid

Senior Managing Director, Partner & Director of Strategy