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.

Northeast
Midwest
Southeast
Southwest
West
Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Wealth Strategist, Ascend
Madison Moore headshot

Madison Ramella, CFP®

Sr. Financial Planner
Maggie Segrave

Maggie Wagner, CFP®

Wealth Strategist, Ascend
Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

Michael Malloy

Financial Planner
Michael Stanley II - Director, Financial Planning

Michael Stanley II, CFP®

Director, Financial Planning

Monica Hernandez

Financial Planner
Nick LoCicero headshot

Nick LoCicero

Wealth Strategist
Noah Hughes - Financial Planner

Noah Hughes

Wealth Strategist

Parker Landolf

Financial Planner
Patrick Moody

Patrick Moody

Financial Planner

Rachel Roach

Manager, Financial Planner

Stephanie Moersfelder

Sr. Financial Planner

Susy Todd

Sr. Financial Planner

Ready to get started?