Jonah Shafer
Associate Wealth Advisor
Jonah Tinajero
Wealth Advisor
Jonas Noack, CFA®, CFP®
Wealth Advisor
Jonathan N. Castle, MSFS
Sr. Wealth Advisor
Jonathan Smith, CIMA®
Sr. Portfolio Consultant
Jordan Dean, CTFA
Wealth Advisor
José Castañeda, CFP®
Wealth Advisor
Joseph D. McIntosh, CPA
Sr. Wealth Advisor
Joseph McCarthy, CFP®, ChFC
Wealth Advisor
Josh Broadhurst, CFP®
Wealth Advisor
Joshua Fremit, CFP®
Wealth Advisor
Juan (Yago) Samperio Suarez, CFA®, CFP®
Sr. Wealth Advisor
Julia Messineo, CFP®
Wealth Advisor
Julie Albright, CFA, CFP®
Wealth Advisor
Julie Brown, CRPC®, FPQP®
Wealth Advisor
Justin Shane, CFP®
Sr. Wealth Advisor
Kaila Kelleher, CFP®
Wealth Advisor
Katherine (Nicole) Phillips
Wealth Advisor

