Emma Jones, CFP®, AFC®
Wealth Advisor
Juan (Yago) Samperio Suarez, CFA®, CFP®
Sr. Wealth Advisor
Keith Huber
Managing Partner
Ryan Frankel, CFP®
Principal
Stephen Cheifetz, CFP®, CPA
Sr. Wealth Advisor
G. Merrick Estes, Jr.
Managing Partner
Ted Panagiotopoulos
Regional Vice President
Tony Bouton
Regional Vice President
Colter Niezgodzki
Client Service Specialist

