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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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

Claudia Balla

Wealth Strategist

Washington, DC

Clifford (Cliff) Balgos

Financial Planner

Houston

Connor Jones, FSCP®, EA

Financial Planner

Spokane

Dallin Sorensen

Financial Planner

Walnut Creek

Daniel Amram

Financial Planner

Daniel Cook, CFP®, EA

Manager, Sr. Financial Planner

Ann Arbor

Diggaj (AJ) Chapagain

Financial Planner

Salt Lake City

Elia Weg

Financial Planner

New York

Ernest Neeley, CFP®, MBA

Manager, Sr. Financial Planner

Houston

Eunice Kim, MBA, CIMA^®, CFP^®

Sr. Financial Planner

Newport Beach

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