Search Search Leadership David Sternberg Chief Executive Officer, Co-Founder View Frank Pellicori PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT View Scott Hergott Chief Investment Officer View Marc D. Bassewitz Chief Compliance Officer & General Counsel View Yadira Guzman, CPA Chief Financial Officer View Jennifer Yong, CPA Chief Compliance Officer View Randal Golden, CPWA®, AIF® Co-Founder View Wealth Management William Proper Wealth Advisor & Partner View Jeff Eisman, CFA Wealth Advisor View Carlos Sanchez, CFP®, CDFA® Wealth Advisor View Matthew Sanchez, CFP®, CEPA® Wealth Advisor View Tom Barrett, AAMS® Wealth Advisor & Partner View Adam Brodsky Wealth Advisor View Justin B. Whelan III, CFP®, CLU®, ChFC® Wealth Advisor & Partner View Zackary Meuser, CFP® Wealth Advisor & Partner View Abby Phillips, CFP® WEALTH ADVISOR & PARTNER View Nathan Kloster Wealth Advisor & Partner View Ryan Meacham Wealth Advisor & Partner View Chris Meacham Wealth Advisor & Partner View Andrew Sternberg, CFP® Wealth Advisor View Greg Goldfeder, CFA Wealth Advisor & Partner View Brian Quinn Wealth Advisor & Partner View Asha Tangri Goldstein, CFP® WEALTH ADVISOR & PARTNER View Dan Jones Wealth Advisor & Partner View Lilian Lo, CFP® WEALTH ADVISOR & PARTNER View Richard L. Intrater MANAGING DIRECTOR & PARTNER View Brandon Intrater Managing Director & Partner View Teddy Breiter, CFP® Wealth Advisor & Partner View Ilya Zlotnik Wealth Advisor & Partner View David Snyder Wealth Advisor & Partner View Wealth Advisory Mackenzie Granby, CFP® Senior Advisory Associate View Jacob Horwitz, CFP® Senior Advisory Associate View Tom LaJeone Trader View Ronald Quaranta III, CFA Advisory Associate View Tony Smith Trader View Robert Cremin, CFP® Advisory Associate View Ben Bluman, CFP®, CPFA® Retirement Plan Specialist & Advisory Associate View Griffin Lau, CFP® Senior Advisory Associate View Brian Schrimmer, CFA Advisory Analyst View Nikki Praharaj Advisory Associate View Jason Sternberg Advisory Associate View Rachel Leahy, CFP® Senior Advisory Associate View Andrew Schuler, MBA Advisory Analyst View Luke Forfar, CFP® Advisory Associate View Morgan Pruett, CFP® Advisory Associate View Client Services & Operations Aurore Boyer Client Service Associate View Monika Gupta Client Service Associate View Tom Graham Client Service Associate View Roberta Norwood Operations Assistant View Jaylin Jones Client Service Associate View Masey Saylor Client Service Associate View Danielle DiPaola, IACCP© Compliance Manager View Kimberly Carlson Client Service Associate View Michelle Goedken Client Service Associate View Yanira Maldonado Client Service Associate View Marissa Cummings Client Service Associate View Meaghan Wirtz Client Service Team Lead View Brian Kim Client Service Associate View Meredith Weeks Compliance Manager View Brigitta Gut Senior Client Service Associate View Taylor Flahaven Operations Team Lead View Ashley Honda Senior Client Service Associate View Michael Brozovic, CPA Senior Accounting Associate View Kellianne Mielke Marketing Specialist View Heidi Piplani Senior Client Service Associate View Shannon Woodthorpe Client Service Associate View