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.

Northeast
Midwest
Southeast
Southwest
West
Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor
Michael Stanley II - Director, Financial Planning

Michael Stanley II, CFP®

Director, Financial Planning
Michael Van Boening

Michael Van Boening, CFP®, RICP®

Sr. Manager, Financial Planning

Monica Hernandez

Financial Planner
Nick LoCicero headshot

Nick LoCicero

Financial Planner
Noah Hughes - Financial Planner

Noah Hughes

Financial Planner

Parker Landolf

Financial Planner
Patrick Moody

Patrick Moody

Financial Planner

Rachel Roach

Financial Planner
Scott Brooks

Scott Brooks

Financial Planner

Susy Todd

Sr. Financial Planner
Tyler Bauer - Sr. Financial Planner

Tyler Bauer, CFP®

Sr. Financial Planner
William Thompson - Manager, Sr. Financial Planner

William Thompson

Manager, Sr. Financial Planner
Zachery Wingate - Financial Planner

Zachery Wingate

Financial Planner

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