Advisor Profiles
Management & Officers
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Bryan Smith, CRPS, AIF
President & Director of Retirement Plan Services
Planners & Consultants
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Doak Belt
Investment Advisor Representative
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Tom Cooper, CFP
Investment Adviser Representative
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Al DiNicola, AIF
Investment Adviser Representative
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Robin Hanover, RICP
Investment Adviser Representative
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Latoya Maddox, MBA, CFP
Investment Adviser Representative
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Alyssa Rakovich, PPC, AIF
Investment Adviser Representative
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Thomas Sanchez, MBA
Investment Adviser Representative
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Robin Whitlock, EA, AIF, MT
Investment Adviser Representative
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Kevin Zylstra, CFP, CKA
Investment Adviser Representative
Portfolio Managers
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Adam Waszkowski, CFA
Senior Portfolio Manager
Representatives
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Monique Harris
Investment Advisor Representative
