Emma Jones, CFP®, AFC®
Wealth Advisor
Ian Aguilar, CFP®
Wealth Advisor
Jenn King, CFP®, RICP®
Wealth Advisor
Jonathan N. Castle, MSFS
Sr. Wealth Advisor
Josh Broadhurst
Wealth Advisor
Keith Huber
Sr. Director
Michael Mikonis, CFP®, RICP®
Wealth Advisor
Michelle Ash, CFP®, MSFS, RICP™
Sr. Wealth Advisor
Nadia Keric, CFP®
Sr. Wealth Advisor
Ryan Frankel, CFP®
Sr. Wealth Advisor
Scott Snider, CFP®, RICP®, CEPA, CRPC
Wealth Advisor
Stephen Cheifetz, CFP®, CPA
Sr. Wealth Advisor
Steve Cordasco
Sr. Wealth Advisor, Director
Tom LaMacchio
Sr. Wealth Advisor
G. Merrick Estes, Jr.
Sr. Vice President
Anthony Flores
Regional Vice President
Brett Sperin
Regional Vice President
Ted Panagiotopoulos
Regional Vice President
Tony Bouton
Regional Vice President
Kimberly Maxwell
Client Development Associate
