Our Team

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  Full Bio Brandon K. Adams Senior Portfolio Manager
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  Full Bio Nicholas A. Boyer Chief Investment Officer/Executive Vice President
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  Full Bio Brayden J. Campbell Wealth Advisor
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  Full Bio Michelle R. Dorsey Compliance Analyst
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  Full Bio Stephanie J. Etter Chief Compliance Officer
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  Full Bio Sarah Young Fisher President Emeritus
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  Full Bio Rochelle Grey Senior Wealth Advisor
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  Full Bio Jeffrey R. Guindon Senior Wealth Advisor
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  Full Bio Jean M. Hambleton Operations Specialist
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  Full Bio Michael R. Hinerdeer Senior Trader
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  Full Bio Andrew M. Kurtz Planning Analyst
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  Full Bio Deborah J. Lander Retirement Plan Advisor
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  Full Bio Diane J. Loftus Executive Assistant
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  Full Bio David M. Morais Senior Wealth Advisor
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  Full Bio William Onorato Senior Wealth Strategist
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  Full Bio James J. Palys Investment Analyst
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  Full Bio Christian M. Pascuzzo Wealth Advisor
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  Full Bio Laurie M. Peer President
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  Full Bio Debra A. Pfautz Operations Associate
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  Full Bio Thomas D. Reardon Senior Wealth Advisor
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  Full Bio Terri M. Reber Operations Supervisor
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  Full Bio Haley M. Schwartz Wealth Advisor
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  Full Bio Patrick A. Semanchik Investment Analyst
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  Full Bio Amy L. Strouse Manager
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  Full Bio Kelly A. Updegrave Operations Associate