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, 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
Eduardo L. Sordo, CFP®
Senior Vice President, Senior Wealth Advisor, Team Lead
Vicky Vega, CFP®, CRPC®, AWMA®
Wealth Advisor
Josh Walters, CFP®
Wealth Advisor
Investment Team
Edward Bandemer
Senior Portfolio Construction Specialist
Will Lacy, CFA
Portfolio Analyst
Phillip Miodowski
Portfolio Construction Specialist
Michael Sund, CFA
Investment Strategist
Dimitar Tanchev, CFA
Senior Portfolio Construction Specialist
Luis Teran
Portfolio Construction Specialist
Advanced Wealth Planning and Strategies Team
John Campbell, JD, CLU
Senior Vice President, Chief Wealth Strategist
Chris Jerin, AIF®, CDFA®, NSSA®, CMFC®
Financial Planning Specialist
Sydney Smith
Financial Planning Specialist
Scott Steiner, CFP®
Senior Financial Planning Specialist
Client Service
Raisa La Rosa
Client Service Specialist
Christina Mittlestaedt
Client Service Specialist
William Smith
Client Service Specialist
Josh Vance
Client Service Specialist
Nancy Velez
Client Service Specialist
Beth Zubb
Manager, Client Service