Meet the Advisors
We respect what’s important to you. You want to do more of what you love, but you also don’t want to jeopardize anything you’ve work so hard to achieve. Don’t go at it alone.
With a collaborative process that embraces the cross-pollination of ideas across our teams, locations, and areas of knowledge, we pull whatever resources are necessary to craft plans that are tailored to your needs and in your best interests. Our collective knowledge is at your service.
Aaron Mellman
Planning Associate
Adam Leone, CFP®, ChFC®
Principal & Wealth Manager
Bill Houck, CFP®, ChFC®
Principal & Wealth Manager
Bradley S. Hilton, CFP®, MBA
Senior Financial Advisor
Brett Caldwell, CFP®
Senior Financial Advisor
Brian K. Schiess, CFP®, EA
Financial Advisor
Charles P. Boinske, CFA®
Principal, Wealth Manager, & Chief Visionary Officer
Christopher “Cory” White, CFP®
Senior Financial Advisor
Chuck Roberson, CFP®, CLU®
Wealth Manager
Dina Megretskaia, CFP®, EA
Senior Financial Advisor
Dr. Barry H. Kaplan, EA, CFP®
Principal & Wealth Manager
Erica J. Yount, CFA®, CFP®
Financial Advisor
George T. Padula, CFA®, CFP®
Chief Investment Officer, Principal & Wealth Manager
J. Dawson Fielding
Planning Associate
Jacob Burleson, CFP®
Planning Associate
Jenny I. Martella, MBA, CFP®
Principal & Wealth Manager
John J. Ceparano, CPA/PFS, CFP®, M.TAX
Principal & Wealth Manager
Jonie Parks, CFP®
Wealth Manager
Karen R. Keatley, MBA, CFA®, CFP®
Principal & Wealth Manager
Karl H. Graf, CPA/PFS, CFP®
Principal & Wealth Manager
Kelly A. Henning, CFP®, MSFS
Principal & Wealth Manager
Kevin P. Sweeney, JD, CFP®
Principal & Wealth Manager
Laurie Kane Burkhardt, CFP®
Principal & Wealth Manager
Mark A. Rioboli, CFP®, CFS
Principal & Wealth Manager
Mark Willoughby, CFA®, CFP®, ACA
Chief Operating Officer, Principal, & Wealth Manager
Meghan Dwyer, CFP®, CDFA®
Financial Advisor
Melissa Boyer, CFP®, RICP®
Financial Advisor
Michael D. Gibney, CFP®, AIF®
Principal & Wealth Manager
Mindy Neira (Cleaveland), CFP®, ChSNC®
Senior Financial Advisor
Patrick D. Melvin
Senior Planning Associate
Patrick D. Runyen, CPA/PFS, CFP®
Principal & Wealth Manager
Peter J. McKenna, CFP®, MBA
Senior Financial Advisor
Peter Somich, CFA®, CFP®, MSF
Principal & Senior Investment Analyst
Robert D. Siefert, CFP®
President, Principal & Wealth Manager
Robert Dowling, CFP®
Principal & Wealth Manager
Robert Sinsheimer, MBA, CPA, CFP®
Wealth Manager
Ryan L. Pope, CFP®
Senior Financial Advisor
Sandy Patrick, AAMS®
Planning Associate
Stephanie H. Spies, CFP®
Senior Planning Associate
Stephen Haney, CFA®
Financial Advisor
Tom Kennedy, CFA®, MBA
Investment Advisor
Tom Orecchio, CFA®, CFP®, ChFC®, AIF®
Chief Executive Officer, Principal & Wealth Manager
Victoria Consoles, CFP®
Senior Planning Associate
William Benner
Planning Associate
Zach Palmer
Planning Associate