Our advisors

Mark Porter

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Mark Porter Visit Mark Porter's website

Ben Bernstein

Financial Advisor

Managing Director
Learn more about Ben Bernstein Visit Ben Bernstein's website

Gordon Mak

APMA, CRPC

Financial Advisor

Vice President
Learn more about Gordon Mak Visit Gordon Mak's website

Greg C Musick

CFP®, CMFC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Greg C Musick Visit Greg C Musick's website

John Ritchie

MBA, CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about John Ritchie Visit John Ritchie's website

Trent M Sova

APMA

Registered Practice Associate

Learn more about Trent M Sova Visit Trent M Sova's website


Our team

Andrew Peritore

Andrew Peritore

Registered Client Service Associate

Robbinn Meneses

Robbinn Meneses

Client Service Specialist,

Practice Manager