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.

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Alexandra Mendoza, CFP^®

Manager, Financial Planner

Newport Beach

Alexis Wilkinson

Financial Planner

Livonia

Amanda Caster, CFP®, CDFA®

Manager, Sr. Financial Planner

New York

Amy Boyd, CFP®

Sr. Financial Planner

Raleigh

Anthony Welle, CFP®, AFFP®

Sr. Financial Planner

Minneapolis

Austin Jamati, CFP®, CPA

Financial Planner

Walnut Creek

Ben Laubach

Financial Planner

Charlotte

Brandon Capicotto

Wealth Strategist

Fairport

Brandon White-Szep

Financial Planner

Brandon Williams, CFP®

Financial Planner

Franklin

Brendan Corbett, CFP®

Financial Planner

Newport Beach

Bryan Corbitt, CFA®, CFP®

Sr. Financial Planner

Morristown

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS

Sr. Director, Financial Planning

Atlanta

Cameron Holt

Financial Planner

Atlanta

Camryn Norman, CFP®

Sr. Financial Planner

Atlanta

Chanelle Van Pelt

Wealth Strategist

Charles Pastor, CFP®

Manager, Sr. Financial Planner

Denver

Charles Wetmore

Sr. Financial Planner

Denver – Greenwood Village

Christopher Buldo

Financial Planner

Morristown

Cindy Biernbaum

Financial Planner

Fort Worth – Colleyville

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