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