Leah McCormack, CFP®, RICP®
Wealth Advisor
Leigh Shimamoto, JD, CFP®
Sr. Wealth Advisor
Leslie Bennett, CFP®
Wealth Advisor
Lisa Pastushok
Wealth Advisor
Liz Yunker, CFP®
Wealth Advisor
Logan Donovan, CFP®
Wealth Advisor
Logan L. Baker, JD, LL.M., MBA
Lead, Sr. Wealth Strategist
Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®
Director, Retirement Plan Operations
Lori Bumgart
Wealth Advisor
Lorraine Eugenio, CFP®
Wealth Advisor
Luc Ceci, CFP®, EA
Principal
Lynn Magnus, CFP®
Sr. Wealth Advisor
Maeve Lehman, CFP®
Sr. Wealth Advisor
Marcus Cooper
Wealth Advisor
Mariana Battista, CFP®
Sr. Wealth Advisor
Marina Sidelnikova, CPWA, AIF
Sr. Wealth Advisor
Marissa Nece
Wealth Advisor
Mark De Gregorio
Wealth Advisor

