Richard Singer, MBA
Partner, Sr. Wealth Advisor
Scott Neal, CFP®, CPA
Sr. Wealth Advisor
Susan Travis, CFP®, AEP®, CTFA
Partner, Regis Group
Aaron Langston, CFP®, EA
Senior Vice President & Wealth Advisor
Adam Frinsco, CFP®, CMT, ChSNC®
Sr. Wealth Advisor
Adam Govani, CFP®
Wealth Advisor
Adam Oliver, CFP®
Wealth Advisor
Addy Magee, CFP®
Wealth Advisor
Alan Davis
Wealth Advisor
Alan McKnight, DBA, CFP®
Sr. Wealth Advisor
Alec Quaid, CFP®
Wealth Advisor
Aleksandr Olshanaskiy
Financial Planner
Alex Miles
Partner
Alexa Willis, CFP®
Wealth Advisor
Alexis Dudley, CFP®, CAP®
Wealth Advisor
Alice McDermott, CFP®
Sr. Wealth Advisor
Alicia Chiamulera, CFP®
Wealth Advisor
Alyssa Calhoun, MBA, CFP®
Principal
Amitha Harichandran, CFP®
Partner, Sr. Wealth Advisor
Andra Reason, CPA, CFP®
Partner

