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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William Howard

William Howard, CFP®, CFA

Wealth Advisor

William McNutt

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands, New Orleans – Metairie

William Sands, CFP®

Wealth Advisor

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

Zac-Reynolds

Zac Reynolds, CFA®

Sr. Wealth Advisor

Zack Schiller, CFP®

Sr. Wealth Advisor

Zeke Aviles, CFP®, CEP

Wealth Advisor

Austin, San Antonio

Belinda Richardson

Belinda Richardson

Regional Vice President

Brian Yannaccone

Regional Vice President

Christopher Sporer, CFP®

Regional Vice President

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, San Jose, Mill Valley

Kristen Comeau

Regional Vice President

McLean, Roanoke, Richmond, Washington, DC, Owings Mills, Hunt Valley

Raul-Palma

Raul Palma

Regional Vice President

Kahului, LA-Century City, Pasadena, Santa Barbara, Woodland Hills, Thousand Oaks

Tommy Azoury

Regional Vice President

Abby Salameh

Managing Partner

Annie Gottbehuet

Annie Gottbehuet

Managing Partner

San Francisco, Mill Valley

Ben Kautz, CFP®

Executive Managing Partner, East Division

Cincinnati, Westerville

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Fairport, Hockessin, Radnor, West Hartford, Hingham

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