Our advisors

Jonathon L Myers

CFP®, MBA, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jonathon L Myers Visit Jonathon L Myers's website

Brian Derry

CFP®

Private Wealth Advisor

Learn more about Brian Derry Visit Brian Derry's website

Jonathan Knight

CRPC

Private Wealth Advisor

Chief Financial Officer of Jon L Myers and Associates
Learn more about Jonathan Knight Visit Jonathan Knight's website

D William Winkelman

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about D William Winkelman Visit D William Winkelman's website

Alfred Saracene

CRPC

Financial Advisor

Learn more about Alfred Saracene Visit Alfred Saracene's website

John Baringer

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about John Baringer Visit John Baringer's website

Jennifer Ryba Spurgas

CFP®, CRPC, CMFC

Financial Advisor

Learn more about Jennifer Ryba Spurgas Visit Jennifer Ryba Spurgas's website

Bryan Staniszewski

CFP®

Financial Advisor

Learn more about Bryan Staniszewski Visit Bryan Staniszewski's website

Peter Smith

MBA, BFA

Financial Advisor

Learn more about Peter Smith Visit Peter Smith's website

Timothy Guinn

CRPC

Financial Advisor

Learn more about Timothy Guinn Visit Timothy Guinn's website

Ryan Sondak

CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Ryan Sondak Visit Ryan Sondak's website


Our team

Michael McGuire

Michael McGuire

Client Service Specialist

Roles & Responsibilities

  • Scheduling Client Meetings
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Stephanie Kilb

Stephanie Kilb

Paraplanner,

Event Planner
Emily Saracene

Emily Saracene

Paraplanner

Zachary Myers

Operations Manager,

Event Planner

Susan Henderson

Client Service Specialist

Tianna Ferroni

Tianna Ferroni

Client Service Specialist

Jessica Stone

Client Service Specialist