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 Senior Compliance Manager View Randal Golden, CPWA®, AIF® Co-Founder View Wealth Management David Snyder Wealth Advisor & Partner View Ilya Zlotnik Wealth Advisor & Partner View Teddy Breiter, CFP® Wealth Advisor & Partner View Zackary Meuser, CFP® Wealth Advisor & Partner View Brandon Intrater Managing Director & Partner View Richard L. Intrater MANAGING DIRECTOR & PARTNER View Lilian Lo, CFP® WEALTH ADVISOR & PARTNER View Abby Phillips, CFP® WEALTH ADVISOR View Dan Jones Wealth Advisor & Partner View Asha Tangri Goldstein, CFP® WEALTH ADVISOR & PARTNER View Brian Quinn Wealth Advisor & Partner View Ronald B. Bremen WEALTH ADVISOR View Greg Goldfeder, CFA Wealth Advisor & Partner View Chris Meacham Wealth Advisor & Partner View Ryan Meacham Wealth Advisor & Partner View Nathan Kloster Wealth Advisor & Partner View William Proper Wealth Advisor & Partner View Andrew Sternberg, CFP® Wealth Advisor View Wealth Advisory Jason Sternberg Advisory Associate View Ronald Quaranta III Advisory Associate View Griffin Lau, CFP® Advisory Associate View Brian Schrimmer Advisory Analyst View Tony Smith Trader View Robert Cremin, CFP® Advisory Associate View Ben Bluman, CFP®, CPFA® Retirement Plan Specialist & Advisory Associate View Jacob Horwitz, CFP® Senior Advisory Associate View Tom LaJeone Trader View Mackenzie Granby, CFP® Senior Advisory Associate View Nikki Praharaj Advisory Associate View Client Services & Operations Meaghan Wirtz Client Service Team Lead View Brian Kim Client Service Associate View Michael Brozovic Accounting Analyst View Marissa Cummings Client Service Associate View Kimberly Carlson Client Service Associate View Yanira Maldonado Client Service Associate View Brigitta Gut Client Service Associate View Danielle DiPaola, IACCP© Compliance Manager View Michael Rizio Accounting Analyst View Meredith Weeks Compliance Manager View Aurore Boyer Client Service Associate View Ashley Honda Senior Client Service Associate View Taylor Flahaven Senior Client Service Associate View Heidi Piplani Senior Client Service Associate View Christi Wright Client Service Associate View Kellianne Mielke Marketing Specialist View Shannon Woodthorpe Client Service Associate View Michelle Goedken Client Service Associate View