
Brian Picariello, CPA/PFS, CFA
Managing Director

Bennet Thonakkara, CPA, CFA®
Sr. Wealth Advisor, Sr. Director

Eric Anderson, CFP®
Sr. Wealth Advisor

Gregg Padilla, CFP®
Sr. Wealth Advisor

Nadia Dubowyj, CFP®, CFA, MST, MBA
Wealth Advisor

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA
Sr. Wealth Advisor

Roain Saunders, CFP®
Wealth Advisor

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®
Sr. Wealth Advisor

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA
Sr. Wealth Advisor

Austin Minor
Regional Vice President

Bob Kinnie
Regional Vice President

Jackie Steczkowski
Regional Sales Associate

Aileen Deutermann
Manager, Client Service

Bill Stadler
Client Service Specialist

Claudia Paluch
Client Service Specialist

Monica Delsanto
Manager, Client Service

Pamela Greene
Sr. Client Service Specialist

Tanya Livingston
Sr. Client Service Specialist