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

Wealth Manager, Principal
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Adam Leone

Chief Wealth Management Officer, Wealth Manager & Principal

Anna Lui

Director of Growth Initiatives, Principal

Ashley Gragtmans

Wealth Manager, Principal
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Barry H. Kaplan

Wealth Manager, Principal

Betsy Cunagin

Wealth Manager, Principal

Bill Hansen

Co-Chief Investment Officer, Principal

Bill Houck

Wealth Manager, Principal

Bill Hufnell

Wealth Manager, Principal

Billy Hufnell

Wealth Manager, Principal
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Brian K. Schiess

Senior Financial Advisor, Principal

Chad Foster

Wealth Manager, 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

Dan Ebinger

Wealth Manager, Principal
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Dina Megretskaia

Wealth Manager, Principal

Edwin R. Baldrige III

Wealth Manager, Principal

Eric Sneider

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 Systems and Platform Administrator, Principal

Jeanne Owens

Director of Operations & Integration, Principal

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Jennifer Faherty

Head of Coaching, 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, Wealth Manager & Principal

Karl Graf

Wealth Manager, Principal
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Kelly A. Henning

Wealth Manager, Principal
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Mark A. Rioboli

Wealth Manager, Principal

Mark Lewis

Director of Facilities, Principal

Mark Willoughby

Wealth Manager, 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

Robert Dowling

Wealth Manager, Principal

Roger A. James, Jr.

Wealth Manager, Principal

Ryan 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

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

Travis Boyer

Wealth Manager, Principal

Other roles