Lori Bumgart, CFP®
Wealth Advisor
Lorraine Eugenio, CFP®, CDFA®
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
Mark Ericson, CFP®, ChFC®
Sr. Wealth Advisor
Mark Eshman, CAP®
Partner, Endowments and Foundations
Mark Falamoun, CFP®, EA
Wealth Advisor
Mark Howard
Wealth Advisor
Martin Aspin, CFP®, AIF®, CWS®
Wealth Advisor
Matt Busick, CFP®, CRPC®
Sr. Wealth Advisor
Matt Heller, MBA, CFP®
Sr. Wealth Advisor
Matt Krensky
Partner, Regis Group
Matt Siegel, CFP®, RICP®
Sr. Wealth Advisor
Matthew Hobson
Wealth Advisor

