Our advisors

Advisor photo for Mark Porter

Mark Porter

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Mark Porter Visit Mark Porter's website
Advisor photo for Ben Bernstein

Ben Bernstein

Financial Advisor

Managing Director
Learn more about Ben Bernstein Visit Ben Bernstein's website
Advisor photo for Gordon Mak

Gordon Mak

APMA, CRPC

Financial Advisor

Vice President
Learn more about Gordon Mak Visit Gordon Mak's website
Advisor photo for Greg C Musick

Greg C Musick

CFP®, CMFC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Greg C Musick Visit Greg C Musick's website
Advisor photo for John Ritchie

John Ritchie

MBA, CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about John Ritchie Visit John Ritchie's website
Advisor photo for Trent M Sova

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