Emma Jones, CFP®, AFC®
Wealth Advisor
Ian Aguilar, CFP®, MBA
Principal
Jenn King, CFP®, RICP®
Wealth Advisor
Jonathan N. Castle, MSFS
Sr. Wealth Advisor
Josh Broadhurst, CFP®
Wealth Advisor
Juan (Yago) Samperio Suarez, CFA®, CFP®
Sr. Wealth Advisor
Keith Huber
Managing Partner
Michael Mikonis, CFP®, RICP®
Wealth Advisor
Michelle Ash, CFP®, MSFS, RICP™
Sr. Wealth Advisor
Michelle Hendry
Sr. Wealth Advisor
Nadia Keric, CFP®
Partner
Ryan Frankel, CFP®
Principal
Stephen Cheifetz, CFP®, CPA
Sr. Wealth Advisor
Steve Cordasco
Regional Vice President
Tom LaMacchio
Sr. Wealth Advisor
G. Merrick Estes, Jr.
Managing Partner
Anthony Flores
Regional Vice President
Brett Sperin
Sr. Vice President
Ted Panagiotopoulos
Regional Vice President

