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Team photo

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Our advisors

Brett D White

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brett D White Visit Brett D White's website

Will Del Cotto

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Will Del Cotto Visit Will Del Cotto's website

Brian Cahill

MBA, CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Cahill Visit Brian Cahill's website

Madeline Shounick

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Madeline Shounick Visit Madeline Shounick's website

Brandon Johnston

APMA®

Financial Advisor

Learn more about Brandon Johnston Visit Brandon Johnston's website

Brady Metzler

APMA®

Financial Advisor

Learn more about Brady Metzler Visit Brady Metzler's website

Matthew Brandt

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Brandt Visit Matthew Brandt's website

Mike Lindberg

MBA, CMFA®, APMA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Mike Lindberg Visit Mike Lindberg's website

Sarah Johnson

CFP®, BFA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sarah Johnson Visit Sarah Johnson's website


Our team

Jack Ciullo

Jack Ciullo

Client Service Specialist

Delaney Latarewicz

Delaney Latarewicz

Client Service Specialist

Jason Goeringer

Jason Goeringer

Client Service Specialist

Anthony Salomon

Anthony Salomon

Paraplanner

Andrew Corlett

Andrew Corlett

Investment Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA

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Jill White, CFP®

Jill White, CFP®

Operations Director,

Chief Operating Officer of Ardent Wealth Advisors
Sachi Richmond

Sachi Richmond

Operations Manager,

Behavioral Financial Advisor

Qualifications

  • BFA

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Emmy Palma

Emmy Palma

Office Manager

Shanda Cheesman

Shanda Cheesman

Office Manager

Tori Black-Belt

Tori Black-Belt

Office Manager

Jill Green

Jill Green

Administrative Assistant

Seena Sartho, MBA

Seena Sartho, MBA

Client Service Specialist

Qualifications

  • MBA, Series 7, Series 66 licenses

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Lorrie Zajczenko

Lorrie Zajczenko

Client Service Specialist

Sandy Douberly-Bedard

Sandy Douberly-Bedard

Receptionist

Michelle Colaprete

Michelle Colaprete

Client Service Manager

Kristine Close

Kristine Close

Client Service Specialist