Jeff Minc, CFP®
Sr. Wealth Advisor
Jeff Smith
Wealth Advisor
Jeff Witt, CFA®, CFP®, CIPM®
Sr. Wealth Advisor
Jeffrey Lokken, CFP®
Sr. Wealth Advisor
Jeffrey Tews
Associate Wealth Advisor
Jeffrey Troiano, CRPC®
Sr. Wealth Advisor
Jenn King, CFP®, RICP®
Wealth Advisor
Jennifer Adams, CFP®, CDFA®, CSRIC®
Sr. Wealth Advisor
Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor
Jeremiah H. Barlow, JD
Chief Solutions Officer
Jesse Haverstock, CFP®
Wealth Advisor
Jesse Schenck, CFP®
Wealth Advisor
Jessica Chen, CFA®
Wealth Advisor
Jessica Kreger, CFP®
Wealth Advisor
Jill Fopiano, CFA, CFP®
Partner, Sr. Wealth Advisor
Joe Kiely, PhD
Sr. Wealth Advisor
Joel Lange, CFA®, MBA
Sr. Wealth Advisor
John Carney, CFP®
Wealth Advisor
John Cubic
Sr. Wealth Advisor
John Evans, CFP®, CRPC®, MPAS
Sr. Wealth Advisor

