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