Wealth Management

Doug Andrassy, CFP®, CMT

Senior Wealth Advisor, Director

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Ryan Ashley, CFP®

Senior Wealth Advisor, Managing Director

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Stuart Ashwood

Wealth Advisor, Director

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Janet Baillie

Senior Client Service Specialist

Christopher “Biff” Baker

Senior Wealth Advisor & Team Leader, Managing Director

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Austin Barr, CFP®

Senior Wealth Advisor, Director

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Jonathan Barna

Portfolio Management Analyst, Associate

Justin Bass, J.D.

Senior Wealth Manager, Managing Director

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Mike Beaulieu, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

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Rick Beebe

Senior Wealth Advisor, Managing Director

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Jason Bell

Senior Wealth Advisor, Managing Director

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Ryan Bergen

Wealth Specialist, Associate

Chris Brennan, CFP®

Senior Wealth Advisor, Managing Director

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Don Brosz, J.D.

Senior Wealth Advisor, Managing Director

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Bill Bruns

Senior Wealth Advisor & Team Leader, Managing Director

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William Bruns, CFP®

Wealth Advisor, Senior Associate

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Jacob Burnett, CFP®

Wealth Specialist, Associate

Chris Buoncore, CPWA®

Wealth Advisor, Director

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Peter Calfee, CPA, CFP®, CLU®

Senior Wealth Advisor, Managing Director

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Tim Carneval, CPA, CFP®

Senior Wealth Advisor, Director

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Bob Caron, CPWA®

Senior Wealth Advisor, Director

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Tony Carsel

Wealth Specialist, Associate

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Ryan Catanese, CPA, CFP®

Wealth Advisor, Director

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Matthew Cavanaugh

Wealth Advisor, Managing Director

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Matthew Chaffin

Portfolio Manager, Senior Associate

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Stephen Chaffin

Regional President, Senior Managing Director

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Chris Chorlins, CFP®

Regional Client Service Leader, Managing Director

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John Ciancibello, CPA

Senior Wealth Advisor & Team Leader, Managing Director

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Philip Cole, CFP®

Regional President, Senior Managing Director

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Bill Collins, CFP®, AEP®

Senior Wealth Advisor, Managing Director

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Inna Collins, CFP®

Wealth Advisor, Senior Associate

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Joseph Cooper

Senior Wealth Advisor, Director

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Josh Danforth, MBA, CFP®

Senior Wealth Advisor, Senior Associate

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Tony Davis, CFP®

Wealth Advisor, Director

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Michelle DeVincentis

Senior Wealth Client Service Specialist, Associate

John Dovich, ChFC®, CLU®

Regional President, Senior Managing Director

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Michael Dvorkin

Senior Wealth Advisor, Managing Director

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Matt Eiben, CPA, CFP®

Senior Wealth Advisor, Managing Director

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Keola Elobt, MBA, AIF™

MAI Retirement, Group Head

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Leila Evans, CFP®

Regional President, Senior Managing Director

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Lisa Fantone

Wealth Client Service Specialist, Associate

Mitchel Faulkner, CFP®

Wealth Advisor, Senior Associate

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Nicole Ferraro

Wealth Client Service Specialist, Associate

Tom Fitzgerald

Senior Client Advisor, Managing Director

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Keri Gilmore

Wealth Client Service Specialist, Associate

Patrick Gingras

Regional President, Senior Managing Director

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Ryan Grazer

Senior Client Advisor, Director

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Charles Grimm, CPA, PFS, MBA, CFP®

Senior Wealth Advisor & Financial Planning Consultant, Managing Director

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Mark Haley

Senior Wealth Advisor, Managing Director

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Jason Hamilton

Director of Retirement, Managing Director

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Susan Hammer

Client Service Team Leader, Senior Associate

Josh Handel, J.D.

Wealth Advisor, Director

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Paul Hebert

Wealth Advisor, Senior Associate

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Alan Henning, M.A., CFA

Senior Wealth Advisor, Managing Director

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Joel Hochman, CFP®

Senior Wealth Advisor, Managing Director

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Sally Humphrey, MBA

Senior Wealth Advisor, Managing Director

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Mike Ivan, JD, LL.M.

Estate Planning Specialist, Managing Director

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Dexter James, CRPC®

Senior Wealth Advisor, Managing Director

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Lance “Putter” Johnson, CFP®

Senior Wealth Advisor, Director

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Tyler Kahler, JD

Estate Planning Specialist, Director

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Robert Karras, CFP®, CLU®, ChFC®

Senior Wealth Advisor, Managing Director

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Isabelle Kives

Client Service Specialist

Barry Klarberg, CPA

Regional President, Senior Managing Director

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Matt Klarberg

Senior Client Advisor, Managing Director

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John Kleponis, CFA

Senior Wealth Advisor, Director

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Michelle Komar

Client Service Team Leader, Senior Associate

Zachary Krahe

Wealth Specialist, Associate

Kevin Krakora

Senior Wealth Advisor, Managing Director

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Sean Kriak, CFP®, MBA

Senior Wealth Advisor, Managing Director

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Edward R. Kuresman, CFA

Regional President, Senior Managing Director

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Tom Lalley, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

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Bobbie Lemmo, CPA/PFS, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

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Jay Levin, CFP®

Senior Wealth Advisor, Managing Director

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Natalia Levin-Schwartz

Senior Wealth Client Service Specialist, Associate

Lauren Lippert, CPA, CFP®

Senior Wealth Advisor, Managing Director

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Kevin Liu, CFP®

Senior Wealth Advisor, Director

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JD Loden

Senior Wealth Advisor, Managing Director

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Joe Lum, CFP®

Senior Wealth Advisor, Managing Director

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George Lynch

Senior Business Development Officer, Director

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Stan Majkrzak, CFP®

Senior Wealth Advisor, Managing Director

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Joan Malloy, CPA, CFP®, CFA

Group Head National Family Office & Regional President

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Carey Markoe, CFP®, CRPC™

Wealth Advisor, Senior Associate

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Mike Martin

Wealth Advisor, Director

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Andrew Marusic, CFP®, AIF®

Wealth Advisor, Director

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Vicki Matheny

Senior Wealth Client Service Specialist, Associate

Nicole Mathews

Wealth Client Service Specialist, Associate

Matt Mathias

Regional President, Senior Managing Director

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B. Deems May, Jr.

Senior Business Development Advisor, Director

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James R. McDermott, CFP®

Regional President, Senior Managing Director

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Andrew Meyer, CFP®, CFA

Senior Wealth Advisor, Managing Director

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Glenn Movish, CFP®

Senior Wealth Advisor, Managing Director

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Dan Mules, CPA

Senior Wealth Advisor, Director

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Kathy Nalywajko, CTFA

Senior Wealth Advisor, Managing Director

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Laura Naples

Senior Wealth Client Service Specialist, Associate

Jordan Nightingale, CFP®, CPWA®

Senior Wealth Advisor, Director

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Janet Nolan

Business Operations Manager, Senior Associate

Bradley Norton, CFA

Wealth Advisor, Senior Associate

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Trisha Novak

Wealth Client Service Specialist, Associate

Margaret Nutaitis

Senior Wealth Client Service Specialist, Senior Associate

Greg Palacorolla, CFP®

Senior Wealth Advisor, Managing Director

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John Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

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Joe Palko, CFP®

Senior Wealth Advisor, Managing Director

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Chris Pauletta, FPQP®

Senior Client Service Wealth Advisor & Team Leader, Director

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Rafael Perez, CFP®

Senior Wealth Advisor, Director

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Jim Perrine, CFP®

Financial Planning Team Leader, Managing Director

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Clayton Perry, MBA, AIF™

MAI Retirement, Group Head

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Craig Petti, RFC®, AIF®

Senior Wealth Advisor, Managing Director

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Marla Petti, CPA/PFS, AEP®, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

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Brandon Phillips

Wealth Advisor, Director

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Mike Pietzak

Regional Client Service Leader, Managing Director

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Stephen Polan, CPA, PFS

Senior Wealth Advisor, Managing Director

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Joy Puyear, CPA/PFS

Senior Wealth Advisor, Managing Director

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Riley Rindo, CFP®, CRPC™

Senior Wealth Advisor, Managing Director

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Mark Roberts

Senior Wealth Advisor, Managing Director

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Deanna Roeger

Senior Wealth Client Service Specialist, Senior Associate

Peter Rozman

Wealth Advisor, Senior Associate

John Ruby, CFP®

Senior Wealth Advisor, Director

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Steve Rudolph, MBA

Senior Wealth Advisor & Team Leader, Managing Director

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Sally Sanders, MBA

Retirement Plan Operations Manager, Director

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DJ Santiago

National Head of MAI Benefits, Managing Director

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Haley Schneider

Senior Wealth Client Service Specialist, Associate

Thomas Sims, CFP®

Wealth Advisor, Director

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Egon Singerman

Senior Benefits Advisor, Managing Director

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Jenna Skladany

Wealth Client Service Specialist, Associate

Abrie Smith

Wealth Client Service Specialist, Associate

Brad Smith

Senior Portfolio Manager, Managing Director

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Jim Smith

Senior Wealth Advisor, Managing Director

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Meghan Smith, CFP®️

Wealth Specialist, Associate

Harlan Storey, CFP®, JD

Senior Wealth Advisor & Team Leader, Managing Director

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Alexandra Swanson, CFP®

Wealth Advisor, Director

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Marc A. Traverso

Regional President, Senior Managing Director

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Gina Triola

Family Office Director, Senior Associate

Mark Van Drunen, CFP®

Regional President, Managing Director

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Sandra Vinas

Senior Wealth Client Service Specialist, Senior Associate

Kenneth Vlk

Wealth Client Service Specialist, Associate

Samantha Vodvarka

Wealth Client Service Specialist, Associate

Cara Wardley

Business Operations Manager, Director

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Chris Watson, CFP®, CDFA®

Senior Wealth Advisor, Director

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Ally Werden, CFP®

Wealth Advisor, Director

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Jay White

Regional President, Senior Managing Director

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Ari Wiener, CFP®

Wealth Advisor, Director

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Bruce Wiener

Senior Wealth Advisor, Managing Director

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Michael Williams, CFP®, CFA

Senior Wealth Advisor, Managing Director

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Brendan Winkler, CPA

Wealth Advisor, Director

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Brian Woods

Senior Wealth Advisor, Managing Director

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Laura Wtulich

Client Service Team Leader, Senior Associate

Matthew Wu

Wealth Advisor, Senior Associate

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Stella Zekoff, CFP®

Wealth Advisor, Director

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Aaron Ziska, CFP®, CIMA®

Wealth Advisor, Director

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