Anna Seckular
Head of Corporate Executive Wealth Partnership
Anne Kerrigan
Client Service Specialist
Annie Gottbehuet
Managing Director, Market Leader
Anthony Koehler, CFP®, MBA
Regional Vice President
Anthony Lugo-Garcia, CFP®, CEPA®
Wealth Advisor
Anuska Kovalcheck, CFP®, EA
Sr. Financial Planner
Arevik Manukyan
Manager, Client Service
Art Haws, CPWA®, CFP®
Sr. Wealth Advisor, Director
Ashley Brassell- Dunkle
Estate Planning Specialist
Ashley Callan
Client Service Specialist
Ashley Felton
Sr. Estate Planning Strategist
Ashley Vaughn
Client Service Specialist
Audrey Keohane, CFP®, NSSA®
Wealth Advisor I
Austin Burks, CFA®
Sr. Portfolio Manager
Austin Jamati, CFP®, CPA
Financial Planner
Austin Lewis
Wealth Advisor
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Austin Minor
Regional Vice President
Autumn Vaughn, CFP®
Financial Planner
Ayman Azabo
Sr. Client Service Specialist
