Susan Alboher

Senior Client Relationship Manager
--

Daniel Axelson

Managing Director
& Partner

Millie Babb Perkins, CFP^®

Partner
---

Mark S. Bailey

Managing Partner
PIM Portfolio Manager

Ginger L. Baker

Relationship Manager & Financial Advisor
--

Dennis Barba

CEO & Managing Partner
--

Albert Berger, CFP^®

Partner
--

Daniel J. Bezik, CRPC^®

Managing Partner
---

Wojciech “Wojtek” Biernat

Senior Investment Strategist
& Financial Advisor

Bill Bolas, CRPC^®

Senior Managing Director & Partner
---

Charles Bracken

Senior Managing Director & Partner​
---

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
---

Vince Donato

First Vice President
---

Thomas C. Erb

Senior Managing Director & Partner
---

Michael P. Finkelstein, CFA

Partner
---

Robert Frenkel, CFP^®

Senior Managing Director, Partner,
Chief Investment Officer

David A. Gallina

Managing Director & Partner
---

Alan Guenzel

Managing Director & Partner
---

Mikal Haddad, CFP^®

Managing Director and Partner
---

Melissa Halloran

Vice President & Director of Operations
--

Edward Hill, CFP^®

Managing Director & Partner
--

Kery Hutner, CFP^®

Managing Director
& Partner

Eric Ingerman, CFP^®

Partner
---

Jessica Jackson

Associate Director,
Marketing & Operations

Glen Kashetsky

Partner
--

Sue Landgraf

Senior Operations
& Administrative Manager

Dathan Lumpkins

Managing Director
& Partner

James Makee

Executive Vice President
& Partner

Jack Makee

Financial Advisor
--

John H. Maser, CFP^®

Managing Director & Partner
---

Philip Meltzer, CFP^®

Managing Director
& Partner

Christine O'Hara

Operations Manager
---

Leslie O'Malley

Vice President, Operations
---

Lizette Pagán

Vice President
& Managing Principal
---

Greg Perram, CFP^®

Managing Director
& Partner
---

Chuck Reinemann, CRPC^® CIMA^®

Managing Director &
Executive Vice President

Salvatore Saetta

Senior Vice President
---

Michelle Saville

Senior Client
Associate

Michael Tepperman, CFP^®

Senior Managing Director
& Managing Partner

Jeff Turley, CRPC^®​

Senior Managing Director
& Partner

Mike Verda, AAMS^™

Managing Director
& Partner

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