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.

Search results for:

Location: Advisory Team Directory

Clear All Filters

Lorenzo Riley, CFP®, CIMA®, CPWA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Lori Bumgart, CFP®

Wealth Advisor

Lorraine Eugenio image

Lorraine Eugenio, CFP®, CDFA®

Wealth Advisor

Morristown, Marlboro

Luc Ceci, CFP®, EA

Principal

Lynn Magnus, CFP®

Sr. Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

Marcus Cooper

Wealth Advisor

Mariana Battista, CFP®

Sr. Wealth Advisor

Marina Sidelnikova, CPWA, AIF

Sr. Wealth Advisor

Marissa Nece

Wealth Advisor

Mark De Gregorio

Mark De Gregorio

Wealth Advisor

Mark Ericson, CFP®, ChFC®

Sr. Wealth Advisor

Mark Eshman

Mark Eshman, CAP®

Partner, Endowments and Foundations

Sun Valley, Boise, Boise – Downtown, Eagle

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Mark Howard, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle

Martin-Aspin

Martin Aspin, CFP®, AIF®, CWS®

Wealth Advisor

Matt Busick

Matt Busick, CFP®, CRPC®

Sr. Wealth Advisor

West Des Moines

Matt Heller, MBA, CFP®

Sr. Wealth Advisor

Matt-Krensky

Matt Krensky

Partner, Regis Group

Menlo Park, San Francisco

Ready to get started?

Explore More

A couple in Washington discussing taxes

Tax Planning

Washington Estate Tax Rates Roll Back in 2026

April 13, 2026

Financial Planning

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

April 13, 2026

Financial Planning

What Is an RIA? What Investors Should Know

April 9, 2026

Continue Browsing