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

Jill S White

CFP®

Financial Advisor

Chief Operating Officer of Ardent Wealth Advisors
Learn more about Jill S White Visit Jill S White's website

Will Del Cotto

CFP®, CRPC, APMA

Financial Advisor

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

Brian Cahill

MBA, CFP®, APMA

Financial 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


Our team

Sachi Richmond

Sachi Richmond

Operations Manager

Andrew Corlett

Andrew Corlett

Investment Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA

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Emmy Palma

Emmy Palma

Office Manager

Nancy Moser

Nancy Moser

Client Concierge

Jill Green

Jill Green

Administrative Assistant

Zack Kokes

Zack Kokes

Paraplanner

Brandon Johnston

Brandon Johnston

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA

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Mel Preskin

Mel Preskin

Executive Assistant

Brady Metzler

Brady Metzler

Paraplanner

Shanda Cheesman

Shanda Cheesman

Office Manager