Adelaide Magee, CFP®
Wealth Advisor
Audrey Keohane, CFP®, NSSA®
Wealth Advisor
Jill Fopiano, CFA, CFP®
Partner, Sr. Wealth Advisor
Jonathan Smith, CIMA®
Sr. Portfolio Consultant
Lauren Higgins, CFP®, CIMA®
Sr. Wealth Advisor
Leah McCormack, CFP®, RICP®
Wealth Advisor
Maeve Lehman, CFP®
Sr. Wealth Advisor
Qing Yang, CFA
Investment Strategist
Richard Davies, CFP®
Director, Operations
Timothy Pilczak, CFP®, EA, TPCP®
Sr. Wealth Advisor
Austin Minor
Regional Vice President
Timothy Schmidt
Regional Vice President
Matthew Kelley, CFP®
Financial Planner
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Gabriella Bitar
Estate Plan Strategist
Celicia Smith
Sr. Client Service Specialist
Joel Sciabarrasi
Technology & Operations Specialist
