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Keith D. Harder, CFP®Principal | °ÄÃÅÁùºÏ²Ê¿ª½±½á¹û×ßÊÆͼ Financial

David A. Ladomer, CPA, CFP®, CIMA®Principal | Advisor

David A. SavageAdvisor, Wealth Management

Jalen A. Garrett, CFP®Advisor, Wealth Management

Sasank Boppana, CPA, JDAdvisor, Wealth Management

David C. Cook, CPA, CFP®Advisor, Wealth Management

Max Wellinger, CFADirector of Capital Management Group, Wealth Management

Tyler Weir, CFP®, CPAAdvisor
Wealth Management

Ryan P. Hammis, CFP®, CPFA®Advisor, Wealth Management

Mark Meyers, CFP®, CTFA®, CHFC®, CLU®Principal | Advisor, Wealth Management

Thomas W. Wiggins, CFP®, CPFA, CTFA, M.S.MPrincipal | Advisor, Wealth Management

Chad RickPrincipal | Advisor, Retirement Plan °ÄÃÅÁùºÏ²Ê¿ª½±½á¹û×ßÊÆͼ

Luke D. Terry, MBAPrincipal | Advisor, Wealth Management

Kris BurakPrincipal | Advisor, Wealth Management

Basam M. Malik, C(k)P®, CPFA®Principal | Retirement Plan Advisor, Wealth Management

Joseph J. Zaiter, AIF®, AAMS®, C(K)P®Principal | Advisor
Wealth Management

Jeffrey J. Phillips, CFA, CPAFlorida Regional Managing Principal

James P. Russell, CFP®, CPFA®Principal | Advisor, Wealth Management

Gerald Wernette, CPA, CEBS, AIFA®, C(K)P®, CEPAPrincipal | Advisor, Wealth Management

Douglas A. Barber, CFP®, CLU®, LUTCFPrincipal | Advisor, Wealth Management

Adam K. Garvey, CPA, CFP®, MSTPrincipal | Advisor, Wealth Management

Theo Desmulier, CFP®, CEPA®Advisor, Wealth Management

Steven M. Gibson, CFAPrincipal | Advisor, Wealth Management

Simon Micakaj, CFP®, C(k)PRetirement Plan Advisor, Wealth Management

Ronald L. Knipping, CFP®Principal | Advisor, Wealth Management

Derrek J. Klimek, CFP®, CPAPrincipal | Advisor, Wealth Management

Nicole SpitzleyChief Compliance Officer, Wealth Management

Amy FlourryDirector of Operations, °ÄÃÅÁùºÏ²Ê¿ª½±½á¹û×ßÊÆͼ Wealth

Ryan H. Sullivan, CFP®Managing Director of Wealth Management
Principal