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Jonathan Baker

JD, LLM, CPA, CFA®

ASSOCIATE PARTNER, Wealth Advisor & Research Director 

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Tina Barrile

CFA®, CFP®

Wealth Advisor

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Julie Bucaro

CFP®, CTFA

Partner, Wealth Advisor & Client Service Director

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Kristina Caragiulo

CFP®, CDFA®

Wealth Advisor

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Chad Carlson

CFP®, CFA®

Partner, CEO & CIO

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Jenny Chung

CFP®, CIMA®, CDFA®

Wealth Advisor

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Breanna Coffey

MBA, CFP®

Wealth Advisor

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Tom Collar

CFP®

Partner & Wealth Advisor

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Nick Cosky

CFP®

Partner & Wealth Advisor

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Michael Denton

CPA, MBA, CFP®

Wealth Advisor

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Dave Deschamps

CFP®

Partner & Wealth Advisor 

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Anthony Dinverno

CFP®

Partner, Wealth Advisor & Chief Technology Officer

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Matt Foltz

MS in Accountancy, CPA, CFP®, CEPA 

ASSOCIATE PARTNER & Wealth Advisor 

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Drew Gibbons

MBA, CFP®

ASSOCIATE PARTNER & Wealth Advisor 

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Leslie Girote

CFP®

Associate Wealth Advisor

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Steven Hollon

MS in Accountancy, CPA, CFP® 

Associate Wealth Advisor

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Alex Keelty

CFP®

Wealth Advisor

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Nick Kerger

CFP®

Wealth Advisor

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Jim King

CPA, CFP®

Partner & Wealth Advisor

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Sean Knoerzer

CFP®

Wealth Advisor

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Matt Kocanda

CFP®

Partner, Wealth Advisor & Business Development Director

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Adam Larson

CFA®

ASSOCIATE PARTNER & Wealth Advisor 

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Josh Larson

CFP®

Wealth Advisor

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Stephanie Laude

CFP®

Associate Wealth Advisor

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Heather Locus

CPA, CFP®, CDFA®

PARTNER & Wealth Advisor 

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Brendan Manna

CFP®

Associate Wealth Advisor

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Matt Mikula

CFP®, CDFA®

Partner & Wealth Advisor

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Charlie Murin

CFP®

Wealth Advisor

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Darryl Newman

CFP®, MA

Wealth Advisor

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Gary Pattengale

CPA, CFP®

Wealth Advisor

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Justin Peacock

MBA, CFP®

Partner & Wealth Advisor

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Matt Reznik

CPA, MBA, CFP®, CFA®

Partner & Wealth Advisor

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Baili Roy

CFP®

Associate Wealth Advisor

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John Smith

CFP®, AEP®

Partner & Wealth Advisor

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Neil Teubel

MS, CFP®

Partner, Wealth Advisor & Director of Financial Planning

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Kimberly Velasco

CFP®

Associate Wealth Advisor

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Kurt Wittmeyer

CFP®

Wealth Advisor

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