Advisory Team

Meet the people who work with you every day to help you realize your personal vision. You may not work directly with each of these folks, but you will benefit from their collective knowledge and experience.

Aaron Combs

Senior Financial Advisor, Principal

Aaron Mellman

Senior Planning Associate
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Adam Leone

Chief Wealth Management Officer, Wealth Manager & Principal
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Alana Watson

Planning Associate

Alishia DuBois

Senior Planning Associate
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Andrew J. Walker

Financial Advisor

Andrew Small

Tax Manager

Anna Bruder

Senior Planning Associate

Ashley Gragtmans

Senior Financial Advisor, Principal
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Barry H. Kaplan

Wealth Manager, Principal

Beth Downer

Senior Tax Specialist

Betsy Cunagin

Wealth Manager, Principal
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Bill Houck

Wealth Manager, Principal
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Bowman “Rye” Thayer

Planning Associate

Brad Burlingham

Director of Tax Services, Principal

Bradley Burk

Financial Advisor
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Brett Caldwell

Wealth Manager
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Brian K. Schiess

Senior Financial Advisor, Principal

Caitlin Heery

Financial Advisor

Chad Foster

Senior Financial Advisor, Principal
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Charles P. Boinske

Chief Visionary Officer, Wealth Manager & Principal

Charles Thompson

Senior Financial Advisor, Principal

Chia Yang

Planning Associate
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Christopher “Cory” White

Senior Financial Advisor

Dan Crimmins

Wealth Manager, Principal

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Dina Megretskaia

Wealth Manager, Principal

Doug Bazley

Financial Advisor

Elizabeth Brozena

Senior Financial Advisor

Erica J. Yount

Wealth Manager, Principal

Erica Lyall,

Senior Planning Associate
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George T. Padula

Co-Chief Investment Officer, Wealth Manager & Principal

Gordon J. Bernhardt

Wealth Manager, Principal
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Greg Wheeler

Financial Advisor

Gregory James

Wealth Manager, Principal

Heidi Clark

Planning Associate, Principal

Hilary Daniel

Financial Advisor
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Jacob Burleson

Financial Advisor
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Jeanne Bernardin

Senior Financial Advisor

Jennifer M. Murray

Wealth Manager, Principal

Jenny I. Martella

Wealth Manager, Principal
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John J. Ceparano

Wealth Manager, Principal

Jonie Parks

Wealth Manager

Jordan Rubin

Financial Advisor

Judson Meinhart

Director of Financial Planning, Senior Financial Advisor & Principal

Julie Wilkerson

Tax Specialist

Karen Augliera

Planning Associate

Karen R. Keatley

Wealth Manager, Principal
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Karl H. Graf

Wealth Manager, Principal
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Keith Andreasen

Planning Associate
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Kelly A. Henning

Wealth Manager, Principal

Kelly Porter

Financial Advisor
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Kevin P. Sweeney

Chief Legal Officer, Wealth Manager & Principal
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Laurie Kane Burkhardt

Wealth Manager, Principal
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Liz Kishel

Financial Advisor

Lori Pilon

Senior Planning Associate
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Mark A. Rioboli

Wealth Manager, Principal
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Mark Gernerd

Senior Financial Advisor

Mark Willoughby

Wealth Manager, Principal

Melissa Boyer

Senior Financial Advisor

Michael Baughman

Senior Financial Advisor, Principal
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Michael D. Gibney

Wealth Manager, Principal

Michael E. Bruder

Wealth Manager

Michael George

Senior Planning Associate

Michael J. Ziemer

Wealth Manager, Principal

Millicent Carter

Planning Associate
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Mindy Neira

Wealth Manager, Principal
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Molly Rimes

Planning Associate

Neal Nolan

Director of Business Retirement Services, Wealth Manager & Principal
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Patrick D. Runyen

Wealth Manager, Principal
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Peter J. McKenna

Wealth Manager
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Peter Somich

Director of Finance, Principal

Rick Manske

Chief Growth Officer, Principal
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Robert D. Siefert

Wealth Manager, Principal
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Robert Dowling

Wealth Manager, Principal
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Robert Sinsheimer

Wealth Manager

Roger A. James, Jr.

Wealth Manager, Principal

Ryan L. Pope

Wealth Manager, Principal
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Samer Eshmawy

Financial Advisor

Scott Kittrell

Senior Financial Advisor, Principal

Shane Pouliot

Financial Advisor

Sherry Davis

Planning Associate

Solon Vlasto

Wealth Manager, Principal
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Stephanie H. Spies

Financial Advisor
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Stephen Haney

Wealth Manager, Principal

Terry Redman

Senior Planning Associate

Thomas Ausfahl

Wealth Manager, Principal

Tim Koehl

Wealth Manager, Principal

Timothy Clark

Wealth Manager, Principal
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Tom Kennedy

Investment Advisor
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Tom Kolefas

Senior Investment Advisor
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Tom Orecchio

Chief Executive Officer, Wealth Manager & Principal

Travis Boyer

Wealth Manager, Principal

Victoria Consoles

Financial Advisor
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Will Benner

Planning Associate
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William (Bill) McGowan

Planning Associate
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Zach Palmer

Senior Planning Associate

Other roles