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:

Market: Advisory Team Directory

Clear All Filters

Renée Pichette Image

Renée Pichette, CFP®

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Sr. Wealth Advisor

LA-Century City

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor, Director

Richard W. Stout

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Burlington, Nashua, Peabody

Rick Henderson

Rick Henderson, CFP®, AIF®

Sr. Wealth Advisor

R Saunders

Roain Saunders, CFP®

Wealth Advisor

Burlington, Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Rob Cox, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Robert (Bobby) Bird, CFP®, APMA

Sr. Wealth Advisor

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Burlington, Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Robert Munger, CPA, CFP®

Sr. Wealth Advisor, Director

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Ron Kibbe

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Ross Miller, CFP®, CPA

Wealth Advisor

Fort Worth – Colleyville

Rudolph Brandes

Rudolph Brandes, JD, LLM, CFP^®

Sr. Wealth Advisor

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Ryan Frankel, CFP®

Sr. Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Sam Hume - Wealth Advisor

Sam Hume

Wealth Advisor

Samuel Hussein - Wealth Advisor

Samuel Hussein

Wealth Advisor

Ready to get started?

Explore More

woman holding divorce paperwork while speaking to a financial advisor in office

Personal Finance

Financial Considerations for Women Navigating Divorce

July 14, 2025

Personal Finance

Overview of the One Big Beautiful Bill Act

July 14, 2025

Taxes

The SALT Cap: What’s Changing and Why It Matters

July 11, 2025

Continue Browsing