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

Brian Taylor

Vice President, Senior Wealth Consultant

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