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.

Let’s talk

Search results for:

Market: Advisory Team Directory

Clear All Filters

Adelaide Magee, CFP®

Wealth Advisor I

Boston – West

Alan Davis

Wealth Advisor

San Diego

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Atlanta

Alex Gangl, CFP®, CFA®, CEPA®

Sr. Wealth Advisor

San Francisco

Alex Miles

Sr. Wealth Advisor

Charlotte

Alex Olshanakiy

Financial Planner

Hunt Valley

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Sun Valley, Portland

Alexis Dudley, CFP®, CAP®

Wealth Advisor

Atlanta

Alice McDermott, CFP®

Sr. Wealth Advisor

Kahului

Alyssa Calhoun, MBA, CFP®

Wealth Advisor

Austin

Amitha Harichandran, CFP®

Partner, Sr. Wealth Advisor

Encino

Andra Reason, CPA, CFP®

Sr Wealth Advisor, Director

Ames, West Des Moines

Andrew Shannon, CFP®

Wealth Advisor

Atlanta

Anna Apodaca, CFP®, CDFA®

Wealth Advisor, Director

Rockwall

Anthony Lugo-Garcia, CFP®, CEPA®

Wealth Advisor

San Francisco

Art Haws, CPWA®, CFP®

Sr. Wealth Advisor, Director

Franklin

Audrey Keohane, CFP®, NSSA®

Wealth Advisor I

Boston – West

Austin Lewis

Wealth Advisor

Denver – Greenwood Village

Barbara Rishel, MBA

Sr. Wealth Advisor

Hunt Valley

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Manhasset

Ready to get started?

Let’s Talk

Explore More

A couple talking with their advisor about HSA funds

Insights

HSAs as an Investment Tool: What To Consider During Open Enrollment

October 16, 2025

Insights

Smart Tax Strategies for Investors: Capital Gains and Tax Loss Harvesting Explained

October 15, 2025

Insights

What To Do When Your IPO Lockup Expires

October 10, 2025

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7