Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Jeffrey Troiano, CRPC®

Sr. Wealth Advisor

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Jennifer Currin Gutridge, CFP®

Sr. Wealth Advisor

Portland – South

Jerry-Zimmerer

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Louisville, Indianapolis

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Jesse Schenck, CFP®

Wealth Advisor

Jessica Chen - Wealth Advisor

Jessica Chen, CFA®

Wealth Advisor

Walnut Creek, Menlo Park, San Francisco

Jessica Kreger, CFP®

Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Joel Lange

Joel Lange, CFA®, MBA

Sr. Wealth Advisor

John Carney

John Carney, CFP®

Wealth Advisor

John Cubic

Sr. Wealth Advisor

John Evans

John Evans, CFP®, CRPC®, MPAS

Sr. Wealth Advisor

John Freemire

John Freemire, CFP ®

Wealth Advisor

John P. Middleton image

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Sr. Wealth Advisor

Morristown, Marlboro

John Paul Bradley, CFP®, CPWA®

Wealth Advisor

John Swanson - Sr. Wealth Advisor

John Swanson

Sr. Wealth Advisor

Bend – Downtown, Bend

John Wilson, CFP®

Wealth Advisor

Kennebunk, Portsmouth

Jonah Shafer - Sr. Financial Planner

Jonah Shafer

Associate Wealth Advisor

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