Jason Beccaris, JD
Chief Planning Officer
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
Chief Investment Officer
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®
Principal
Kurt Beyer, PhD
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Rob Henrich, CFA, CFP®
Principal
Steve Kuriyama MSFS, CFP®
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stephanie Cooper
Wealth Strategist
Matthew Kennedy, MBA
Wealth Manager
Matt McGuire, CFP®
Wealth Manager
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Wealth Manager
Roselyn Siino, CFP®
Financial Planner
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager