Partners Brett R. Danko CFP®, Managing Member Michael Minter CFP® Kerrie Debbs CFP® Andrew J. Murphy MBA Jeff Buice CFP® Advisors Amy Leis CFP® James Beville III CFP® Michael Bukowski CFP® Brian Doe CFP® Ayman Ezzat CFP® Kaywan Ghazi CFP® Chase Hammett CFP® Jennifer Hushion CFP® Jamal L. Mahmood CFP® John J. Malzone CFP® Marcy Maycock CFP® Thomas Pablo CFP® Kenneth C. Paul CFP® Linda Kennedy Pyles CFP® Crystal Prachyl CFP® Nicolas Valdes-Fauli CFP® Melissa Thier CFP® Executive Team Dawn D’Orlando Terry Dzelzgalvis Chief Financial Officer, CPA Courtney Elliott
