Our advisors

Advisor photo for Scott Richards

Scott Richards

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Scott Richards Visit Scott Richards's website
Advisor photo for Stephen T Meli

Stephen T Meli

CFP®, ChFC®, CMFA®, APMA, CRPC

Private Wealth Advisor

Learn more about Stephen T Meli Visit Stephen T Meli's website
Advisor photo for Anthony Barber

Anthony Barber

CFP®, CRPC, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Anthony Barber Visit Anthony Barber's website
Advisor photo for H J Cook

H J Cook

CFP®

Financial Advisor

Learn more about H J Cook Visit H J Cook's website
Advisor photo for John D Lentz

John D Lentz

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John D Lentz Visit John D Lentz's website
Advisor photo for Mary Zwarych

Mary Zwarych

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mary Zwarych Visit Mary Zwarych's website

David Richards

CFP®, APMA

Associate Financial Advisor

Learn more about David Richards Visit David Richards's website
Advisor photo for Lourdes M Visperas

Lourdes M Visperas

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Lourdes M Visperas Visit Lourdes M Visperas's website


Our team

Erica L Spiegel

Erica L Spiegel

Business Development Manager

Elizabeth A Holdridge

Elizabeth A Holdridge

Client Service Coordinator

Sally Kammetler

Sally Kammetler

Client Service Specialist

Kristy Muffley Gable

Client Service Specialist

Pierce Giancaterino

Assistant

Jennifer Cassiano

Client Service Coordinator