Pennsylvania Office

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William (Bill) McGowan

Planning Associate

Joy Zaykoski2022-06-23T20:58:01+00:00Advisory Team, Office Locations, Pennsylvania Office|

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Mark Gernerd, MBA, JD, CFP®

Senior Financial Advisor

Joy Zaykoski2022-06-22T20:50:05+00:00Advisory Team, Office Locations, Pennsylvania Office|

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Matthew Wittenstein

Senior Client Service Advisor

Joy Zaykoski2021-11-29T17:38:35+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Tina McCullough, FPQP®

Senior Portfolio Administrator

Anna Lui2021-09-14T15:38:12+00:00Office Locations, Operations, Pennsylvania Office|

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Suzanne Malik, FPQP®

Senior Client Service Advisor

Anna Lui2021-09-14T15:33:29+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Leslie A. Young, ChFC®, AEP®

Senior Client Service Advisor

Anna Lui2021-09-14T15:17:55+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Janice Conner

Senior Office Manager

Anna Lui2021-09-14T15:14:43+00:00Human Resources, Compliance, Technology and Marketing, Office Locations, Pennsylvania Office|

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Andrea Fitzgerald, FPQP®

Client Service Associate

Anna Lui2021-09-14T15:10:51+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Elizabeth L. Gavin, MBA, FPQP®

Senior Client Service Advisor

Anna Lui2021-09-14T15:12:23+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Will Benner

Planning Associate

Anna Lui2021-09-14T15:41:17+00:00Advisory Team, Office Locations, Pennsylvania Office|