Financial Professionals

John Beck

Associate Wealth Advisor

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J. Brent Beene

CFP®, MS

Partner & Wealth Advisor

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Barbara Bilello

Partner & Wealth Advisor

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Jeffrey T. Boyer

CFP®

Partner & Wealth Advisor

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Eric Chen

CFP®

Wealth Advisor

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James J. Ciprich

CFP®, MBA

Partner & Wealth Advisor

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Alex Coriddi

CFP®

Wealth Advisor

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Lesley A. Draper

CFP®, CTFA

Partner & Wealth Advisor

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Jonathan Gulman

CFP®, CPA

Wealth Advisor

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Ian Harvey

CFP®

Wealth Advisor

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Jonathan J. Hochberg

Partner & Wealth Advisor

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Brendan Hughes

Associate Wealth Advisor

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Brian Kazanchy

CFP®, CFA, MBA

Partner & Wealth Advisor

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Michael Klinger

CFP®

Associate Wealth Advisor

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Jerry Korey

CFP®

Wealth Advisor

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Kyle Kratochvil

Associate Wealth Advisor

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Matt Masterson

CFP®, CPWA®

Partner, Wealth Advisor & Director of Financial Planning

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Matt Mignon

CFP®, CIMA®

Wealth Advisor

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Zack Morse

CFP®

Associate Wealth Advisor

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Lisa Neira

CFP®

Wealth Advisor

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Jane P. Newton

CFP®, MBA

Partner & Wealth Advisor

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Chadderdon O'Brien

CFP®, FRM

Partner & Wealth Advisor

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Peter O'Neill

CFP®

Wealth Advisor & ASSOCIATE PARTNER

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Michael Pappachristou

CFP®

Wealth Advisor

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David Pettit

CFP®

Wealth Advisor

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James W. Reilly

CFP®, MBA

Partner & Wealth Advisor

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Abigail Rosen

CFP®, GFP (USA), MS

Partner & Wealth Advisor

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Bryan Smalley

CFP®

Wealth Advisor

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James R. Sonneborn

CFP®, CFA, CDFA

Partner & Wealth Advisor

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David M. Spungen

Partner & Wealth Advisor

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Michael R. Steiner

CFP®, CPA

Partner & Wealth Advisor

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Eileen Stevens

CFP®

Associate Wealth Advisor

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William Vaughan

CFP®

Wealth Advisor

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Melissa Weisz

CFP®, CFA, ChSNC®

Wealth Advisor & ASSOCIATE PARTNER

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