Wealth Advisors
Alexander Calamos, CPWA®
Wealth Advisor
Stephanie Carreras
Vice President, Senior Wealth Advisor
Sarah Coates
Vice President, Senior Wealth Advisor
Sarah Jane Hoffmann
Vice President, Senior Wealth Advisor
Richard Gotterer, CFP®
Senior Vice President, Senior Wealth Advisor
Christopher Gruchacz
Vice President, Senior Wealth Advisor
Evan Kanarek, CRPC®
Vice President, Senior Wealth Consultant
Paris Karasso
Senior Vice President, Senior Wealth Advisor
Brad Karkula, CFP®
Wealth Advisor
Nicholas Korompilas
Wealth Advisor
James Maher, MJ, AAMS™
Vice President, Wealth Consultant
Ryan C. Miller, AIF®
Vice President, Wealth Consultant
Walter Murphy, CWS®
Senior Vice President, Senior Wealth Advisor, Team Lead
Marc Ordona, CFA, CMT®
Vice President, Senior Wealth Consultant
Stephen Perl, CIMA®
Senior Vice President, Senior Wealth Advisor
Scott A. Poulin
Senior Vice President, Senior Wealth, Team Lead
Mark Rabinovich, CFP®
Vice President, Senior Wealth Advisor
William Smith
Associate Wealth Advisor
Eduardo L. Sordo, CFP®
Senior Vice President, Senior Wealth Advisor, Team Lead
Vicky Vega, CFP®, CRPC®, AWMA®
Wealth Advisor
Charlie Weidenbach
Associate Wealth Advisor
Investment Team
Jon Adams, CFA®
Senior Vice President, Chief Investment Officer
Edward Bandemer
Senior Portfolio Construction Specialist
Will Lacy, CFA®
Associate Portfolio Manager
Phillip Miodowski, CFA®
Portfolio Construction Specialist
Marc Poulos
Portfolio Construction Specialist
Dimitar Tanchev, CFA®
Director of Portfolio Implementation
Advanced Wealth Planning and Strategies Team
John Campbell, JD, CLU
Senior Vice President, Chief Wealth Strategist
Breanna Coffey, CFP®
Wealth Planning Specialist
Chris Jerin, AIF®, CDFA®, NSSA®, CMFC®
Financial Planning Specialist
Sydney Smith, CFP®
Financial Planning Specialist
Scott Steiner, CFP®
Senior Wealth Planning Specialist
Client Service
Jerry Garcia
Client Service Specialist
Raisa La Rosa
Client Service Specialist
Dimitrios Mageiras
Analyst
Christina Mittlestaedt
Client Service Specialist
David Rojas
Client Service Specialist
Josh Vance
Client Service Specialist
Beth Zubb
Senior Lead Client Service Specialist