Chad Slaughter
Sr. Director
Ian Aguilar, CFP®
Wealth Advisor
Jenn King, CFP®, RICP®
Wealth Advisor
Jonathan N. Castle, MSFS, CFP®
Sr. Wealth Advisor
Michael Mikonis, CFP®, RICP, IAR
Wealth Advisor
Michelle Ash, CFP®, MSFS, RICP™
Sr. Wealth Advisor
Ryan Frankel, CFP®
Wealth Advisor
Scott Snider, CFP®, RICP®, CEPA
Wealth Advisor
Scott Weigel, CFP®
Wealth Advisor
Steve Cordasco
Sr. Wealth Advisor, Director
Troy Buder
Wealth Advisor
Brett Sperin
Regional Vice President
Ted Panagiotopoulos
Regional Vice President
Emma Jones, CFP®
Financial Planner
Chris Anderson
Client Service Specialist
Karen Rasmussen, FPQPTM
Operations Manager
Lillian Patrikios
Sr. Client Service Specialist
Theresa Nichols
Client Service Specialist
Nicholas Semko, CFP®, CRPC®, CMFC®
SVP, Channel Sales
