Addy Magee, CFP®
Wealth Advisor
Audrey Baker, CFP®, NSSA®
Wealth Advisor
Jill Fopiano, CFA, CFP®
Partner, Sr. Wealth Advisor
Jonathan Smith, CIMA®
Financial Planner II
Lauren Higgins, CFP®, CIMA®
Sr. Wealth Advisor
Leah McCormack, CFP®, RICP®
Wealth Advisor
Lis Zimmerman, CFP®, CRPC®
Partner, Market Leader
Maeve Lehman, CFP®
Sr. Wealth Advisor
Qing Yang, CFA®, CMT®
Sr. Research Manager
Richard Davies, CFP®
Director, Operations
Timothy Pilczak, CFP®, EA, TPCP®
Sr. Wealth Advisor
Celicia Smith
Sr. Client Service Specialist
Joel Sciabarrasi
Technology & Operations Specialist
Ted Innella
Sr. Client Service Specialist
Ander Belategui
Manager, Management & Performance Analytics, Business Intelligence
Austin Minor
Regional Vice President
Timothy Schmidt
Regional Vice President
Matthew Kelley, CFP®
Financial Planner
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Lily Zhang
Tax Associate
