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Team photo
Team photo

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Our advisors

Christopher Cagadas

CRPC, APMA®

Private Wealth Advisor

Learn more about Christopher Cagadas Visit Christopher Cagadas's website

Kevin Stevens

CRPC, APMA®

Private Wealth Advisor

Learn more about Kevin Stevens Visit Kevin Stevens's website

Charles J Stuck

CRPC

Financial Advisor

Learn more about Charles J Stuck Visit Charles J Stuck's website

Narayan Athanikar

MS, CIMA®, CRPC

Financial Advisor

Learn more about Narayan Athanikar Visit Narayan Athanikar's website

Donald Karpick

CFP®

Associate Financial Advisor

Learn more about Donald Karpick Visit Donald Karpick's website

Joseph A O'Hare

Associate Financial Advisor

Learn more about Joseph A O'Hare Visit Joseph A O'Hare's website


Our team

Cheryl Pellus

Cheryl Pellus

Client Service Coordinator

Judith Zawisza

Judith Zawisza

Administrative Assistant

Leanne MuellerGonzalez

Leanne MuellerGonzalez

Administrative Assistant