David H. Levy, MBA, CFP®, AEP®
Managing Partner
Susan Travis, CFP®, AEP®, CTFA
Partner, Regis Group
Adam Frinsco, CFP®, ChSNC®, CMT
Sr. Wealth Advisor
Alyssa Calhoun, MBA, CFP®
Principal
Catherine Franklin
Associate Wealth Advisor
Dale Hawthorne
Wealth Advisor
Drew Kanaly
Sr. Wealth Advisor
Ernest Neeley, MBA, CFP®
Wealth Advisor
Gary Williams, CFP®
Sr. Wealth Advisor
Heather Ford, CFP®, CPA, CTFA, AEP®
Sr. Wealth Advisor
Jeff Kacal, CFP®, CTFA
Sr. Wealth Advisor
Joel Lange, CFA
Sr. Wealth Advisor
Laura Rowley, CFP®, CTFA
Sr. Wealth Advisor
Leslie Bennett, CFP®
Wealth Advisor
Nick Lyons, CFP®
Principal
Peter Ip, CFP®, CTFA
Sr. Wealth Advisor
Rebekah Burns, MS, CFP®, ChFC®, CDFA®
Sr. Wealth Advisor
Robert Reed, Jr., CFP®
Sr. Wealth Advisor
Stephanie Fernandes, CFP®
Regional Vice President
Sydney Hacker, CFP®
Wealth Advisor

