Sloan Petereit, CFP®, CDFA®, NSSA®
Associate Wealth Advisor
Stefani Kohler, CFP®, CDFA®
Sr. Wealth Advisor
Stephanie Connor Arkof
Partner, Sr. Wealth Advisor
Stephanie Fernandes, CFP®
Regional Vice President
Stephen Cheifetz, CFP®, CPA
Sr. Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Stephen Donahue
Partner, Sr. Wealth Advisor
Stephen Engle, JD, CFP®
Sr. Wealth Advisor
Stephen L. West, CFP®, ChFC®, AIF®, CRPS®
Sr. Wealth Advisor
Steve Cordasco
Regional Vice President
Steven Crevar, CFP®
Wealth Advisor
Steven J. Deceuninck, CFP®, CFSTM
Wealth Advisor
Stewart Schrader, CFP®
Wealth Advisor
Susan Lehnerd, CFP®
Wealth Advisor
Susan Portnoi, CPA/PFS
Sr. Wealth Advisor
Suzanne Daniel, CFP®
Wealth Advisor
Sydney Hacker, CFP®
Wealth Advisor
Tammy Wakevainen, CPA, CFP®
Wealth Advisor
Tarek McAlee, CFP®
Sr. Wealth Advisor
Taylor Embury
Wealth Advisor

