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Judson Meinhart
CFP®, BFA™, CTS
Director of Financial Planning, Wealth Manager & Principal
Winston-Salem, NC
Michael Gibney
CFP®, CAP®, AIF®
Wealth Manager, Principal
Westwood, NJ
New York City, NY
Neal Nolan
CFP®, CPFA®, AIF®
Director of Business Retirement Services, Wealth Manager & Principal
Asheville, NC
Patrick D. Runyen
CPA/PFS, CFP®
Director of Advisory, Wealth Manager, Principal
Wayne, PA
Stephanie Spies
CFP®, EA
Senior Financial Advisor, Principal
Westwood, NJ
New Providence, NJ
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
