Madeline Longo, CFP®
Wealth Strategist, Ascend
Madison Ramella, CFP®
Sr. Financial Planner
Maggie Wagner, CFP®
Wealth Strategist, Ascend
Mark Pletts
Sr. Wealth Advisor
Matthew Kelley, CFP®
Financial Planner
Michael Malloy
Financial Planner
Michael Stanley II, CFP®
Director, Financial Planning
Michael Van Boening, CFP®, RICP®, CCFC
Director, Financial Planning
Monica Hernandez
Financial Planner
Naishee Shah, CFA, CFP®, MPAS, APMA
Financial Planner
Nathan Cha, CFP®
Wealth Strategist
Nick LoCicero
Wealth Strategist
Noah Hughes
Wealth Strategist
Parker Landolf
Financial Planner
Patrick Moody
Financial Planner
Rachel Roach
Manager, Financial Planner
Rob Horwitz, CFP®
Sr. Financial Planner
Stephanie Moersfelder
Sr. Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner

