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 Mellman

Senior Planning Associate
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Adam Leone

Principal & Wealth Manager
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Alana Watson

Planning Associate

Alishia DuBois

Senior Planning Associate
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Andrew J. Walker

Financial Advisor
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Bill Houck

Principal & Wealth Manager
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Bowman “Rye” Thayer

Planning Associate
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Brett Caldwell

Wealth Manager
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Brian K. Schiess

Principal & Senior Financial Advisor
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Charles P. Boinske

Principal, Wealth Manager, & Chief Visionary Officer

Chia Yang

Planning Associate
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Christopher “Cory” White

Senior Financial Advisor

Dan Crimmins

Principal & Wealth Manager
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Dina Megretskaia

Principal & Wealth Manager
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Dr. Barry H. Kaplan

Principal & Wealth Manager

Elizabeth Brozena

Senior Financial Advisor

Erica J. Yount

Principal & Wealth Manager
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George T. Padula

Chief Investment Officer, Principal & Wealth Manager

Gordon J. Bernhardt

Principal & Wealth Manager
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Greg Wheeler

Financial Advisor
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Jacob Burleson

Financial Advisor
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Jeanne Bernardin

Senior Financial Advisor

Jennifer M. Murray

Principal & Wealth Manager

Jenny I. Martella

Principal & Wealth Manager
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John J. Ceparano

Principal & Wealth Manager

Jonie Parks

Wealth Manager

Jordan Rubin

Financial Advisor

Karen R. Keatley

Principal & Chief Wealth Management Officer
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Karl H. Graf

Principal & Wealth Manager
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Keith Andreasen

Planning Associate
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Kelly A. Henning

Principal & Wealth Manager

Kelly Porter

Financial Advisor
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Kevin P. Sweeney

Chief Legal Officer, Principal & Wealth Manager
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Laurie Kane Burkhardt

Principal & Wealth Manager
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Liz Kishel

Financial Advisor
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Mark A. Rioboli

Principal & Wealth Manager
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Mark Gernerd

Senior Financial Advisor

Mark Willoughby

Principal & Wealth Manager

Melissa Boyer

Senior Financial Advisor
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Michael D. Gibney

Principal & Wealth Manager

Michael George

Senior Planning Associate
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Mindy Neira

Principal & Wealth Manager
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Molly Rimes

Planning Associate
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Patrick D. Runyen

Principal & Wealth Manager
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Peter J. McKenna

Wealth Manager
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Peter Somich

Principal & Director of Finance
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Robert D. Siefert

Principal & Wealth Manager
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Robert Dowling

Principal & Wealth Manager
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Robert Sinsheimer

Wealth Manager

Ryan L. Pope

Principal & Wealth Manager
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Samer Eshmawy

Financial Advisor

Shane Pouliot

Financial Advisor

Solon Vlasto

Principal & Wealth Manager
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Stephanie H. Spies

Financial Advisor
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Stephen Haney

Principal & Wealth Manager

Thomas Ausfahl

Principal & Wealth Manager

Tim Koehl

Principal & Wealth Manager

Timothy Clark

Principal & Wealth Manager
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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, Principal & Wealth Manager

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