
Brian Picariello, CPA/PFS, CFA®
Managing Director

Adelaide Magee, CFP®
Wealth Advisor I

Audrey Keohane, CFP®, NSSA®
Wealth Advisor I

Bennet Thonakkara, CPA, CFA®
Sr. Wealth Advisor

Elisabeth Zimmerman, CFP®, CASL®, CRPC®
Sr. Wealth Advisor II, Director

Eric Anderson, CFP®
Sr. Wealth Advisor

Gregg Padilla, CFP®
Sr. Wealth Advisor

Jill Fopiano, CFA, CFP®
Sr. Wealth Advisor II, Sr. Director

Jonathan Smith, CIMA®
Sr. Portfolio Consultant I

Lauren Higgins, CFP®, CIMA®
Sr. Wealth Advisor I

Leah McCormack, CFP®, RICP®
Wealth Advisor I

Matthew Nelsen
Wealth Advisor

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

Qing Yang, CFA
Sr Portfolio Manager

Richard Davies, CFP®
Director, Operations

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