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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Alexis Dudley, CFP®, CAP®

Wealth Advisor

Alice McDermott

Alice McDermott, CFP®

Sr. Wealth Advisor

Alicia-Carinalli

Alicia Carinalli, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Alicia Chiamulera, CFP®

Wealth Advisor

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Anthony Lugo, CFP®, CEPA

Wealth Advisor

Anuska Kovalcheck

Anuska Kovalcheck, CFP®, EA

Wealth Advisor

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West, Hingham

Austin-Lewis

Austin Lewis, JD, MBA, CFP®

Wealth Advisor

Denver – Greenwood Village

Barbara Rishel

Barbara Rishel, MBA

Sr. Wealth Advisor

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Melville, New York

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

Bernie Salamone, CPA, CFP®, JD

Sr. Wealth Advisor

Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Blake Parker, CFP®

Wealth Advisor

Springfield, Leawood, Chesterfield

Frank Bowling

Bo Bowling

Sr. Wealth Advisor

B Wissinger

Brandon Wissinger, CFP®

Sr. Wealth Advisor

San Diego – Sorrento Valley

Brent Kerstetter, CFP®

Sr. Wealth Advisor

Brian Norris, CFP®, CPFA®

Sr. Wealth Advisor

Coeur d’Alene, Spokane

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