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All Members in ("Wealth Advisory")

David Sternberg
Co-Founder, Chief Executive Officer
Randal Golden, CPWA®, AIF®
Co-Founder, Chief Financial Officer
Richard L. Intrater
PARTNER & MANAGING DIRECTOR
Ilya Zlotnik
Wealth Adviser & Partner
Lilian Lo, CFP®
Wealth Adviser & Partner
Brian Quinn
Wealth Adviser & Partner
Teddy Breiter, CFP®
Wealth Adviser & Partner
Brandon Intrater
Managing Director
David Snyder
Wealth Adviser
Andrew Lindblom, CFA
Director of Wealth Management
Andrew Sternberg, CFP®
Wealth Adviser
Dan Jones
Wealth Adviser & Partner
Asha Tangri Goldstein, CFP®
Wealth Adviser & Partner
John Eberle, CFA
Wealth Adviser & Partner
Mackenzie Granby
Advisory Associate
Ronald B. Bremen
Wealth Adviser & Partner
Jacob Horwitz
Advisory Associate
Greg Goldfeder, CFA
Wealth Adviser
William Proper, CPA
Wealth Adviser & Partner
Chris Meacham
Wealth Adviser & Partner
Ryan Meacham
Wealth Adviser & Partner
Nathan Kloster
Wealth Adviser & Partner
David Allen
Wealth Adviser & Partner
Patrick Norris
RELATIONSHIP MANAGER