Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Sr. Financial Planner
Kristen Revis
Financial Planner
Kyndal Andrews, CFP®, CAP®
Financial Planner
Linda Wieczorek, MBA, AIF
Sr. Financial Planner
Lindsay Stuart, CFP®
Sr. Financial Planner
Lizzie Gossett, CFP®
Wealth Advisor
Luke Mazariegos
Financial Planner
Madeline Longo, CFP®
Wealth Strategist, Ascend
Maggie Wagner, CFP®
Wealth Strategist, Ascend
Mark Pletts
Sr. Wealth Advisor
Matthew Kelley, CFP®
Financial Planner
Michael Stanley II, CFP®
Director, Financial Planning
Michael Van Boening, CFP®, RICP®, CCFC
Sr. Manager, Financial Planning
Monica Hernandez
Financial Planner
Naishee Shah, CFA, CFP®, MPAS, APMA
Financial Planner
Nathan Cha, CFP®
Wealth Strategist
Nick LoCicero
Wealth Strategist
Noah Hughes
Wealth Strategist
Parker Landolf
Financial Planner
Patrick Moody
Financial Planner

