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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Courtney Mersereau, CFP®

Wealth Advisor

Craig Marrs, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

Dale Hawthorne

Dale Hawthorne

Wealth Advisor

Dana DeLance - Wealth Advisor

Dana DeLance, CFP®

Wealth Advisor

Schaumburg, Chicago

Daniel M. McDermott

Daniel M. McDermott, ChFC®, CFP®, AIF®

Sr. Wealth Advisor

Danny Polyakov, CFP®, EA

Wealth Advisor

Woodland Hills, LA-Century City

Dave Werle, CFP®, CSRIC®

Wealth Advisor

David Carmichael

David Carmichael

Sr. Wealth Advisor, Director

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

David Hardenbergh, CFP®

Wealth Advisor

David Rich

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale, Tucson

David S. Currier, CFP®, CFA®

Wealth Advisor

David-Stanley

David Stanley, CTFA®

Sr. Wealth Advisor

David Stuehling - Wealth Advisor

David Stuehling, FP®, ChFC®, RICP®

Wealth Advisor

Bend – Downtown, Portland, Portland – South

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Dennis Collins, Sr. Wealth Advisor

Dennis Collins, CFP®, CIMA®, CPWA, CDFA

Sr. Wealth Advisor

Dennis M. Jablonoski, AIF® CRPC®

Wealth Advisor, Retirement Plans

Cherry Hill, Radnor

Dionisio Meneses

Dionisio Meneses, CFP®

Wealth Advisor

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

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