Luke Jackson, CFP®
Financial Planner
Luke Mazariegos
Financial Planner
Madeline Trettel, CFP®
Wealth Strategist, Ascend
Madelyn Fritz
Financial Planner
Maggie Wagner, CFP®, CES™
Wealth Strategist, Ascend
Matthew Kelley, CFP®
Financial Planner
Michael Malloy
Financial Planner
Michael O’Brien
Financial Planner
Michael Stanley II, CFP®
Director, Financial Planning
Michael Van Boening, CFP®, RICP®, CCFC
Director, Financial Planning
Mike Martino
Financial Planner
Monica Hernandez
Financial Planner
Naishee Shah, CFA, CFP®, MPAS, APMA
Financial Planner
Nathan Cha, CFP®
Wealth Strategist
Nicholas Kneibert
Financial Planner
Nishant Mehta
Financial Planner
Noah Hughes, CFP®
Wealth Strategist
Oyinda Adefioye
Sr. Financial Planner
Rachel Roach, CFP®
Manager, Financial Planner
Rebecca Upton
Financial Planner
