Search Search Leadership David Sternberg Chief Executive Officer, Co-Founder View Frank Pellicori PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT View Jennifer Yong, CPA Compliance Manager View Marc D. Bassewitz Chief Compliance Officer & General Counsel View Randal Golden, CPWA®, AIF® Chief Financial Officer, Co-Founder View Scott Hergott Chief Investment Officer View Yadira Guzman, CPA Controller View Wealth Management Abby Phillips, CFP® WEALTH ADVISOR View Andrew Sternberg, CFP® Wealth Advisor View Asha Tangri Goldstein, CFP® WEALTH ADVISOR & PARTNER View Brandon Intrater Managing Director & Partner View Brian Quinn Wealth Advisor & Partner View Chris Meacham Wealth Advisor & Partner View Dan Jones Wealth Advisor & Partner View David Snyder Wealth Advisor & Partner View Greg Goldfeder, CFA Wealth Advisor & Partner View Ilya Zlotnik Wealth Advisor & Partner View Lilian Lo, CFP® WEALTH ADVISOR & PARTNER View Nathan Kloster Wealth Advisor & Partner View Richard L. Intrater MANAGING DIRECTOR & PARTNER View Ronald B. Bremen WEALTH ADVISOR View Ryan Meacham Wealth Advisor & Partner View Teddy Breiter, CFP® Wealth Advisor & Partner View William Proper Wealth Advisor & Partner View Zackary Meuser, CFP® Wealth Advisor & Partner View Wealth Advisory Ben Bluman, CFP®, CPFA® Retirement Plan Specialist & Advisory Associate View Brian Schrimmer Advisory Analyst View Griffin Lau, CFP® Advisory Associate View Jacob Horwitz, CFP® Senior Advisory Associate View Mackenzie Granby, CFP® Senior Advisory Associate View Robert Cremin Advisory Associate View Ronald Quaranta III Advisory Associate View Tom LaJeone Trader View Tony Smith Trader View Client Services & Operations Ashley Honda Senior Client Service Associate View Aurore Boyer Client Service Associate View Azaan Abbas Client Service Associate View Brian Kim Client Service Associate View Brigitta Gut Client Service Associate View Christi Wright Client Service Associate View Heidi Piplani Senior Client Service Associate View Kellianne Mielke Marketing Specialist View Kim Carlson Client Service Associate View Marissa Cummings Client Service Associate View Meaghan Wirtz Client Service Team Lead View Meredith Weeks Compliance Manager View Michael Brozovic Accounting Analyst View Michael Rizio Accounting Analyst View Michelle Goedken Client Service Associate View Nikki Praharaj Advisory Associate View Shannon Woodthorpe Client Service Associate View Taylor Flahaven Senior Client Service Associate View Yanira Maldonado Client Service Associate View