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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Mariana Battista, CFP®

Sr. Wealth Advisor

Marissa Nece

Wealth Advisor

Mark Cunningham, CFP®, CDFA®

Sr. Wealth Advisor

Mark De Gregorio

Mark De Gregorio

Wealth Advisor

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Mark Ericson

Sr. Wealth Advisor

Mark Eshman

Mark Eshman

Director of Endowments and Foundations Group, Sr. Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Martin-Aspin

Martin Aspin

Wealth Advisor, Wealth Path

Matt Busick

Matt Busick, CFP®, CRPC®

Sr. Wealth Advisor

West Des Moines

Matt Heller, MBA, CFP®

Sr. Wealth Advisor

Matt-Krensky

Matt Krensky

Senior Wealth Manager, Director

Menlo Park, San Francisco

Matt Siegel, CFP®, RICP®

Sr. Wealth Advisor

Matthews Barnett, CFP®, ChFC®

Wealth Advisor

Blairsville, Macon

Max-Rhodes

Max Rhodes, JD

Sr. Wealth Advisor

Melanie Fitzgerald, CFP®

Wealth Advisor

Mendim Gecaj

Mendim Gecaj, CFP®, CPWA®

Sr. Wealth Advisor

Micah Cummins, AMS®, CFP®

RVP, Wealth Advisor

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Michael G. Simmons, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Michael Mikonis

Michael Mikonis, CFP®, RICP, IAR

Wealth Advisor

Jacksonville, Naples, Sarasota, Tampa

Michael Raidt, CFP®

Wealth Advisor

Cincinnati, Columbus

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