Our advisors

Brent Trentham

Brent Trentham

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brent Trentham Visit Brent Trentham's website
Elizabeth Urquhart

Elizabeth Urquhart

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Elizabeth Urquhart Visit Elizabeth Urquhart's website
Conrad Santiago

Conrad Santiago

CFP®, MSFS

Private Wealth Advisor

Learn more about Conrad Santiago Visit Conrad Santiago's website
Jonathan Baety

Jonathan Baety

CFP®, APMA®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jonathan Baety Visit Jonathan Baety's website
Susan Taylor Bryant

Susan Taylor Bryant

MBA

Financial Advisor

Learn more about Susan Taylor Bryant Visit Susan Taylor Bryant's website
Janet Burke

Janet Burke

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Janet Burke Visit Janet Burke's website
Jose Delgado

Jose Delgado

APMA®, CRPC®

Financial Advisor

Learn more about Jose Delgado Visit Jose Delgado's website
Michael Jenkins

Michael Jenkins

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Jenkins Visit Michael Jenkins's website
Robert Maiocco

Robert Maiocco

MBA, CRPC®, APMA®

Financial Advisor

Learn more about Robert Maiocco Visit Robert Maiocco's website
Anna White

Anna White

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Anna White Visit Anna White's website
Lisette Vizcarrondo Perez

Lisette Vizcarrondo Perez

CFP®

Associate Financial Advisor

Learn more about Lisette Vizcarrondo Perez Visit Lisette Vizcarrondo Perez's website

Our team

Trenta Swann

Trenta Swann

Operations Director,

Chief Operating Officer

Qualifications

  • 40+ years in the financial services industry
  • Human Capital & Human Resources
  • Marketing & Client Relations
  • Compliance
  • Community Relations

Roles & Responsibilities

  • Team Member Development
  • Client Service Management
  • Business Processing
View more
Victoria Castaneda

Victoria Castaneda

Operations Manager,

Human Resource Manager

Qualifications

  • FINRA Series 7 & Series 63 Licenses
  • 18+ years in the financial services industry
  • Operations Strategy
  • Human Capital & Human Resources
  • Compliance
  • Marketing & Client Relations
View more
Nicole Santiago

Nicole Santiago

Business Development Manager

Qualifications

  • Bachelor in Business Administration, 2014, Endicott College, Boston, MA
  • MBA in Finance, 2016, Endicott College, Boston, MA

Roles & Responsibilities

  • Advisor Development
  • Marketing Strategy
  • Marketing Budget
  • Money Management Systems
  • Financial Planning Initiatives
View more
Aida E. Rodriguez

Aida E. Rodriguez

Business Development Specialist

Qualifications

  • B.A. Business Administration, 2011, Ana G. Mendez University, Orlando, FL

Roles & Responsibilities

  • Maintain Client Relations
  • New Business Opportunities
  • Reports & Database Management
View more
Kerry Zee Troutman

Kerry Zee Troutman

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Analysis
  • Financial Planning Coordination
View more
Paola A. Goodrich

Paola A. Goodrich

Financial Planning Assistant

Roles & Responsibilities

  • Data Gathering
  • Client Service
View more
Christian Corral, CRPC<sup>®</sup>, BFA™

Christian Corral, CRPC®, BFA™

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Tennessee Health, Life and Variable Annuities
  • M.S. in Economic Developement
  • B.S. in Business Management

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
View more
Jennifer Emely, CRPC<sup>®</sup>

Jennifer Emely, CRPC®

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Florida Health, Life, and Variable Annuities
  • B.S.B.A., 2008, Economics, University of Central Florida, Orlando, FL

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
View more
Mark Shreve

Mark Shreve

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Tennessee Health, Life and Variable Annuities

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transaction/Money Movement Requests
  • Client Service Management
View more
Amanda Webb

Amanda Webb

Client Relationship Manager,

Paraplanner

Qualifications

  • A.A. American River College, Sacramento, CA
  • FINRA Series 7 License
  • FINRA Series 63 License
  • FINRA Series 65 License
  • Tennessee Health, Life and Variable Annuities

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
View more
Christopher Groman

Christopher Groman

Client Relationship Manager,

Paraplanner
Roberto A. Yudice

Roberto A. Yudice

Client Relationship Manager

Roles & Responsibilities

  • Data Gathering
  • Client Service
View more
Kerri Espinosa

Kerri Espinosa

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Processing
  • Business Administration
View more
Julie Wagner

Julie Wagner

Client Service Specialist

Roles & Responsibilities

  • Marketing
  • Event Planning
  • Prepare for client review sessions
  • Maintain client service system
View more
Jack Mayberry

Jack Mayberry

Client Service Specialist

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • M.B.A. in Finance, 2014, Tennessee Technological University, Cookeville, TN
  • Tennessee Health and Life

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business processing
  • Business administration
View more
Brittany McCoy

Brittany McCoy

Client Service Specialist

Qualifications

  • Bachelor in Business Administration, 2017, University of Tennessee, Knoxville, TN

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business processing
  • Business administration
View more
Tahira Kassamally

Tahira Kassamally

Client Service Specialist

Roberta Tatham

Roberta Tatham

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Processing
  • Business Administration
View more
Rhonda Hickson

Rhonda Hickson

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Correspondence
View more
Darlene Santiago

Darlene Santiago

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Correspondence
View more
Juana Lazaro

Juana Lazaro

Marketing Specialist

Roles & Responsibilities

  • Marketing
  • Event Planning
View more
Andrea Rodriguez

Andrea Rodriguez

Receptionist