
Abby Crother
Client Service Specialist

Abby Tago
Client Service Specialist

Abigail Feldman
Estate Planning Service Specialist

Adam Deskins, CFP®, ChFC®
Regional Vice President

Adam Frinsco, CFP®, ChSNC®, CMT
Wealth Advisor

Adam Govani, CFP®
Wealth Advisor

Adam Lee, CFP®
Sr. Vice President

Adam Oliver, CFP®
Wealth Advisor

Adam Osiason
Tax Manager

Adam Stanowick, CFP®
Sr. Manager, Financial Planning

Adelaide Magee, CFP®
Wealth Advisor I

Aileen Deutermann
Operations Manager

Alan Davis
Wealth Advisor

Alan McKnight, DBA, CFP®
Sr. Wealth Advisor

Aleesha Grimes
Sr. Manager, Client Service

Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner

Aleksandra Simic
Sr. Client Service Specialist

Alex Gangl, CFP®, CFA®, CEPA®
Sr. Wealth Advisor

Alex Miles
Sr. Wealth Advisor

Alex Murphy
Client Service Specialist