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Jonathan Baker

JD, LLM, CPA, CFA®

Wealth Manager & Director Of Research

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Tina McMorris Barrile

CFA®, CFP®

Wealth Manager

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Julie Bucaro

CFP®, CTFA

Partner & Director Of Client Service

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Kristina Caragiulo

CFP®, CDFA®

Wealth Manager

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Chad Carlson

CFP®, CFA®

Partner, President & Chief Investment Officer

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Jenny Chung

CFP®, CIMA®, CDFA®

Wealth Manager

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Breanna Coffey

MBA, CFP®

Wealth Manager

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Tom Collar

CFP®

Partner

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Nick Cosky

CFP®

Partner

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Michael Denton

CPA, MBA, CFP®

Senior Advisor

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Dave Deschamps

CFP®

Partner & Director Of Client Experience

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Anthony Dinverno

CFP®

Partner & Chief Technology Officer

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Matt Foltz

CPA, CFP®, CEPA

Wealth Manager

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Drew Gibbons

MBA, CFP®

Wealth Manager

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Leslie Girote

CFP®

Senior Advisor & Training Specialist

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Steven Hollon

CPA, CFP®

Senior Advisor

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Alex Keelty

CFP®

Senior Advisor

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Nick Kerger

CFP®

Wealth Manager

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Jim King

CPA, CFP®

Partner & Insurance Practice Group Leader

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Sean Knoerzer

CFP®

Wealth Manager

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Matt Kocanda

CFP®

Partner, Financial Professionals Practice Group Leader & Director Of Growth

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Adam Larson

CFA®

Wealth Manager & Director Of Compliance

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Josh Larson

CFP®

Wealth Manager

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Stephanie Laude

CFP®

Senior Advisor

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Heather Locus

CPA, CFP®, CDFA®

Partner & National Divorce Practice Group Leader

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Brendan Manna

CFP®

Senior Advisor

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Matt Mikula

CFP®, CDFA®

Partner

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Charlie Murin

CFP®

Wealth Manager

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Darryl Newman

CFP®

Wealth Manager

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Gary Pattengale

CPA, CFP®

Wealth Manager

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Justin Peacock

MBA, CFP®

Partner

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Matt Reznik

CPA, MBA, CFP®, CFA®

Wealth Manager

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Baili Roy

CFP®

Senior Advisor & Recruiting Specialist

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John Smith

CFP®, AEP®

Partner

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Neil Teubel

MS, CFP®

Partner & Director of Financial Planning

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Kimberly Velasco

CFP®

Senior Advisor

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Kurt Wittmeyer

CFP®

Wealth Manager

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