Jill Fopiano, CFA, CFP®
Partner, Sr. Wealth Advisor
Lis Zimmerman, CFP®, CRPC®
Partner, Market Leader
Addy Magee, CFP®
Wealth Advisor
Audrey Baker, CFP®, NSSA®
Wealth Advisor
Lauren Higgins, CFP®, CIMA®
Sr. Wealth Advisor
Leah McCormack, CFP®, RICP®
Wealth Advisor
Maeve Lehman, CFP®
Sr. Wealth Advisor
Timothy Pilczak, CFP®, EA, TPCP®
Sr. Wealth Advisor
Celicia Smith
Sr. Client Service Specialist
Marc Cianci
Relationship Manager
Richard Davies, CFP®
Director, Operations
Timothy Schmidt
Regional Vice President
Jonathan Smith, CIMA®
Financial Planner II
Matthew Kelley, CFP®
Financial Planner
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Joel Sciabarrasi
Product Manager, Investment Platform
Lily Zhang
Tax Associate
Jimmy Zhao, CFA®
Chief Corporate Development Officer
