Our advisors

Advisor photo for Cole Brundage

Cole Brundage

Client Relationship Manager

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Advisor photo for Henry Vasquez

Henry Vasquez

BFA, CRPC

Manager AAC

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Advisor photo for Jasper Aperocho

Jasper Aperocho

CRPC

Client Support Associate

Lead Client Support Associate
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Advisor photo for Jesse Goldberg

Jesse Goldberg

BFA, CRPC, APMA

Client Relationship Manager

Family Finances Specialist
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Advisor photo for Joe Thomas

Joe Thomas

Client Support Associate

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Advisor photo for Leib Milshteyn

Leib Milshteyn

Client Relationship Manager

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Advisor photo for Lorraine Brown

Lorraine Brown

CRPC

Client Relationship Manager

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Advisor photo for Nico Andrei Manzano

Nico Andrei Manzano

Client Support Associate

Learn more about Nico Andrei Manzano