Our Team
- Brandon K. Adams Senior Portfolio Manager
- Damien W. Albury Associate Portfolio Manager
- Kristen A. Badriaki Operations Associate
- Harold Beshaw Senior Wealth Advisor
- Nicholas A. Boyer Chief Investment Officer/Executive Vice President
- Brayden J. Campbell Senior Wealth Advisor
- Jennifer L. Connolly Wealth Advisor
- Michelle R. Dorsey Compliance Associate
- Julie Englert Director of Operations and Compliance
- Stephanie J. Cook Client Service Manager
- Sarah Young Fisher President Emeritus
- Brady M. Goodling Wealth Advisor
- Joshua Guevin Wealth Analyst
- Tyler Harris Portfolio Manager
- Michael R. Hinerdeer Senior Trader
- John R. Jeffrey Wealth Analyst
- Alexander V. Kahl Wealth Analyst
- Andrew M. Kurtz Wealth Advisor
- Deborah J. Lander Senior Retirement Plan Advisor
- David M. Morais Senior Wealth Advisor
- William M. Onorato Family Office Practice Leader
- James J. Palys Retirement Plan Advisor
- Christian M. Pascuzzo Wealth Advisor
- Laurie M. Peer President and Chief Compliance Officer
- Jon R. Peterson Wealth Analyst
- Debra A. Pfautz Client Service Manager
- Thomas D. Reardon Senior Wealth Advisor
- Terri M. Reber Client Service Manager
- Maggie G. Root Wealth Analyst
- Haley M. Schwartz Senior Wealth Advisor
- Amy L. Strouse Manager