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