Advisors

Andrew Burton

Partner / Financial Advisor

Antriksh Kandhari

Portfolio Manager

Art Nunes

Senior Partner

Brad Landry

Investment Advisor Representative

Brett Carlson

Partner

Bryan Gould

Investment Advisor Representative

Bryan Moylan

Financial Advisor

Candida Casey

Investment Advisor Representative

David Schaen

Senior Portfolio Manager

Dessy Prasad

Chief Operating Officer

Gabriella Sheffield

Investment Advisor Representative

Geoffrey Burke

Investment Advisor Representative

Greg Headrick

Managing Partner, CCO

James Bryan

Senior Financial Planner

Jim Gillis IV

Investment Advisor Representative

Jo Simmons Aldridge

Investment Advisor Representative

Joe Peters

Financial Advisor

Joe Schreiber

Financial Advisor

John Watt

Financial Advisor

Kevin Glynn

Investment Advisor Representative

Leo van Dorp

Wealth Advisor

Loren Deshon

Investment Advisor Representative

Maria Callaghan

Relationship Manager / Lead Financial Planner

Mark Farrell

Senior Wealth Manager

Mark Renard

Financial Advisor

Marty Bender

Wealth Advisor

Matt Stelmas

Investment Advisor Representative

Michael Van Sant

Investment Advisor Representative

Nelly Mubashi

Chief Executive Officer

Quincy Loreen

Wealth Advisor & Lead Financial Planner

Robert Toomey

Senior Wealth Manager

Ryan Rourke

Financial Advisor

Sam Olson

Certified Financial Planner®

Seth Aldridge

Investment Advisor Representative

Stacy Murray

Wealth Manager

Suzette Rothberg

Wealth Advisor

Teresa Starman

Investment Advisor Representative

Thea Westlake

Financial Planner

Thomas Whitehead

Investment Advisor Representative

William Ziehl Jr.

Financial Advisor