Check the background of investment professionals associated with this site of FINRA BrokerCheck
Our Team
Filter By:
Jennae Backo
Brooke Baressi
Lindsay Basciotta
Bernadette Burgoon
James Danko
MBA, AIF®
Daniel J. Dingus
CFP®, AIF®, MBA
Yvette Dirani
Terry Dougan
T.J. Drost
CFP®, CFS®, AIF®
Christine Erimias
Michael Fertig
AIF®
Leigh Fleming
FPQP
Robert Fragasso
CFP®
Michael Godwin
CFA
Damien Gottschalk
CFP®, AIF®, MBA
Colette Griffith
Bonnie Katz
Brianne King
CFP®
Amila Kostic
Nadine Kundrod
Mallory Labik
CFP®, CDFA®
Karen Lapina
CFP®
Steve Limberiou
APMA®
Andrew Madden
CFP®, AWMA®, AIF®
Christina McCahill
Paul Mehno
ChFC®, RICP®
Giovanni A. Morgano
MSA
Liliann Moser
AIF®
Greg Pond
SPHR, SHRM-SCP
Marsha Posset
Bryan Reft
CFP®, MBA
Brian Robinette
CFP®, AIF®, CRPS®
Christine Robinette
CFP®, CPWA®
Brandon Schwan
CFP®, CPWA®, AIF®
Andrew Silver
CFP®
Jim Sinegal
Nicole Starzynski
Daniel Tatomir
AIF®
Rachel Weaver
CFP®
Amy Winterhalter
William Wolfe
CFP®, AIF®
Mary Ellen Zik