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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Ben Stephenson

Regional Vice President

Newport Beach

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Brett Sperin

Regional Vice President

Sarasota, Tampa

Brian Holmes

Regional Vice President

Brian Oberle

Regional Vice President

McLean

Bryan Cantrell

Regional Vice President

Scottsdale

Casey Jensen

Regional Vice President

Casey Shagena

Client Development Associate

Chad Slaughter, J.D.

Regional Vice President

Cincinnati

Dakota Endres

Associate Regional Vice President

Scottsdale

Darren Gee

Regional Vice President

San Francisco

David Baratta, MBA

Regional Vice President

Scottsdale

David Goodman

Regional Vice President

Denver

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Ed Lettieri

Regional Vice President

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Manhasset, New York, Radnor, West Hartford

Ellie Johnson

Client Development Associate

Schaumburg

Eric Sirjord

Regional Vice President

Boulder, Denver

Garret Ring

Regional Vice President

San Diego

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