Zhanar Jerew
Client Service Specialist
Aaron Bauer, CFP®, CSLP®
Director, Financial Planning
Abby Crother, CFP®
Financial Planner
Adam Marczewski
Financial Planner
Adam Stanowick, CFP®
Director, Financial Planning
Alejandro H. Aguilar, MBA, CFA
Sr. Financial Planner
Alexander Ornes
Financial Planner
Alexandra Mendoza, CFP®
Manager, Financial Planner
Alexis Wilkinson
Financial Planner
Amanda Caster, CFP®, CDFA®
Manager, Sr. Financial Planner
Amy Boyd, CFP®
Sr. Financial Planner
Anthony Welle, CFP®, AFFP®
Sr. Financial Planner
Austin Jamati, CFP®, CPA
Financial Planner
Ben Laubach
Financial Planner
Brandon Capicotto
Wealth Strategist
Brandon White-Szep
Financial Planner
Brandon Williams, CFP®
Financial Planner
Brendan Corbett, CFP®
Financial Planner
Bryan Corbitt, CFA®, CFP®
Sr. Financial Planner
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS
Sr. Director, Financial Planning
