Akeiva M. (Thomas) Ellis, MSFP, CPA/PFS, CFP®, ChSNC® Financial Education Specialist

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Alexys Febonio Wealth Planning Associate

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Andrea C. Dubuc, CFP® Wealth Planner

Andrea C. Dubuc Member Page

Claudia J. Shilo, MPASsm, CFP®, CPA, PFS Partner Emeritus

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Courtney Scott, JD Senior Client Advisor

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David J. Ferraro, Jr., CFP® Wealth Planner

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Debra A. Whitney, CFP®, CAP®, AEP®, MS Partner & Senior Client Advisor

Debra A. Whitney Member Page

Diana Cheung, MSF Wealth Planning Associate

Diana Cheung Member Page

Elliot Rotstein, CAP® Senior Client Advisor

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Emily Cashman Partner & Senior Client Advisor

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Emily P. Dunford, CFP®, CRPC® Wealth Planner

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Erik A. Palmason, CFP® Wealth Planning Associate

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Heather Long, CFP® Wealth Planning Associate

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Jamie Zoldy Wealth Planning Associate

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Jason Ulrickson, EA Wealth Planning Associate

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Jennifer M. Eaton, JD Partner & Senior Client Advisor

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John Healy, CFP® Senior Client Advisor

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Keenan Henriques, CFP® Wealth Planner

Keenan Henriques Member Page

Lisa Lamb, CFP® Wealth Planner

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Liz Campana, CFP®, CAP® Senior Client Advisor

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Michelle S. Harrison, MBA Wealth Planner

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Natalie Dawson Wealth Planning Associate

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Ravi Balu, MBA Wealth Planning Associate

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Robert Moffitt Wealth Planning Associate

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Sam Gough, CFP® Senior Client Advisor

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Sheila C. Lawrence, MALD, CFP®, CAP® Partner & Senior Client Advisor

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Stephen H. Hopkins Partner & Senior Client Advisor

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Taryn M. Dawson Wealth Planning Associate

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Tyler Lambert, CFP® Wealth Planner

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Andrew Hacker, CFA Senior Research Analyst

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Austin M. Poirier, MSFP, CFA Partner & Senior Investment Advisor

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Ben Daly, MBA, CFA, CAIA, CFP® Senior Investment Advisor

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Blaine Bensur, MIB, MSF Portfolio Analyst

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Bruce D. Simon, CFA, CPWA® Partner & Director of Research

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Cal Chicoine Portfolio Manager

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Christopher C. Chandler, CFA, CAIA Partner & Senior Investment Advisor

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David Hanson, CFA, CAIA, CFP® Senior Research Analyst

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Elisa Gruber Lustig, MBA Partner & Director of Private Investing

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Humberto J. Soares Research Analyst

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Isaiah Langa, MSF Portfolio Analyst

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Jessica Minty, CFA Senior Investment Advisor

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Juan Mejia, MBA, CFP®, CFA, CAIA Quantitative Manager

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Julie Pulda Impact Investment Manager

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Kyle J. Schaffer, CFA, FSA Partner & Senior Investment Advisor

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Michael P. Chimento, CFA Senior Research Manager

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Pete Chiappinelli, CFA, CAIA Deputy Chief Investment Officer

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Reid Monk, CFP® Portfolio Manager

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Ryan Bachur, CFA Portfolio Manager

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Steven Goldman Portfolio Manager

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Will Tickle, CFA Partner, Senior Investment Advisor, & Director of Impact Investing

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Austen Clark Wealth Advisor Associate

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Claire N. Hawkes, CFP® Wealth Advisor

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Evan Soraci, CFP® Wealth Advisor Associate

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Jon Lustig, CFP® Wealth Advisor

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Michelle H. Soufan, CFP® Senior Wealth Advisor

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Ryan R. McManus, CFP® Senior Wealth Advisor

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Sean A. Edwards, CFP® Senior Wealth Advisor

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Stacey A. Walsh Senior Client Service Associate

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Stephanie Weitzman Senior Client Service Associate

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Stephen A. Martone, MSFP, CFP® Senior Wealth Advisor

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Suzanne Parry Client Service Associate

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Thomas W. Bullitt, CFP®, CFA Partner & Senior Wealth Advisor

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Todd Hart Client Service Associate

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Xavier Ross Financial Planning Associate

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Aaron MacDougall Director of IT

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Alexa Steriti, MBA Chief of Staff

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Brie Elliott, MSHRD, SHRM-SCP, SHRM-CP, PHR, C(k)PF Head of Human Resources

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Carly Augeri Marketing Manager

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Chris Pawlowski Senior Portfolio Operations Associate

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Edie Miller, IACCP® Compliance Manager

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Kimberly Ayer, MSF, MSA Director of Finance

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Leor Radbil, MBA Private Investment Operations Manager

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Morgan Williams Cash Flow Operations Supervisor

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Susan Stevens Client Service Manager

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