Principals

Our large, diverse group of principals reflects the breadth and depth of our brain trust. Our broad distribution of ownership is intentional — it helps create long-range stability and continuity for you and future generations.

Aaron Combs

Senior Financial Advisor, Principal
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Adam Leone

Chief Wealth Management Officer, Wealth Manager & Principal

Anna Lui

Director of Growth Initiatives, Principal

Ashley Gragtmans

Senior Financial Advisor, Principal
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Barry H. Kaplan

Wealth Manager, Principal

Betsy Cunagin

Wealth Manager, Principal

Bill Hansen

Co-Chief Investment Officer, Principal
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Bill Houck

Wealth Manager, Principal

Brad Burlingham

Director of Tax Services, Principal
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Brian K. Schiess

Senior Financial Advisor, Principal

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

Dan Crimmins

Wealth Manager, Principal

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Dina Megretskaia

Wealth Manager, Principal

Edwin R. Baldrige III

Wealth Manager, Principal

Erica J. Yount

Wealth Manager, Principal

George T. Padula

Co-Chief Investment Officer, Wealth Manager & Principal

Gordon J. Bernhardt

Wealth Manager, Principal

Gregory James

Wealth Manager, Principal

Harli Palme

Chief Operating Officer, Principal

Heidi Clark

Planning Associate, Principal

Jeanne Owens

Director of Operations & Integration, Principal

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Jennifer Faherty

Chief Client Experience Officer, Principal

Jennifer Murray

Wealth Manager, Principal

Jenny Martella

Wealth Manager, Principal
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John J. Ceparano

Wealth Manager, Principal

Judson Meinhart

Director of Financial Planning, Senior Financial Advisor & Principal

Karen R. Keatley

Wealth Manager, Principal

Karl Graf

Wealth Manager, Principal
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Kelly A. Henning

Wealth Manager, Principal
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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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Mark A. Rioboli

Wealth Manager, Principal

Mark Lewis

Director of Facilities, Principal

Mark Willoughby

Wealth Manager, Principal

Michael Baughman

Senior Financial Advisor, Principal
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Michael D. Gibney

Wealth Manager, Principal

Michael J. Ziemer

Wealth Manager, Principal
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Mindy Neira

Wealth Manager, Principal

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 Somich

Director of Mergers & Acquisitions, 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

Roger A. James, Jr.

Wealth Manager, Principal

Ryan L. Pope

Wealth Manager, Principal

Sarah DerGarabedian

Director of Investment Management, Principal

Scott Kittrell

Senior Financial Advisor, Principal

Solon Vlasto

Wealth Manager, Principal
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Stephen Haney

Wealth Manager, Principal
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Theresa Apruzzese Days

Chief Compliance Officer, Principal

Thomas Ausfahl

Wealth Manager, Principal

Tim Koehl

Wealth Manager, Principal

Timothy Clark

Wealth Manager, Principal
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Tom Orecchio

Chief Executive Officer, Wealth Manager & Principal

Tracy Clark

Director of Marketing, Principal

Travis Boyer

Wealth Manager, Principal

Other roles