Our advisors

Christopher Cagadas

CRPC, APMA

Private Wealth Advisor

Franchise Owner
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

Donald Karpick

CFP®

Associate Financial Advisor

Learn more about Donald Karpick Visit Donald Karpick's website


Our team

Thomas Hanika

Thomas Hanika

Client Relationship Manager

Cheryl Pellus

Cheryl Pellus

Client Service Coordinator

Judith Zawisza

Judith Zawisza

Administrative Assistant