Christopher M. Ingram Chief Executive Officer
Jerry R. Citarella Financial Advisor
Jennifer C. Brown Financial Advisor
Peter A. Shuper Financial Advisor
Fred M. Wachtel Financial Advisor
Rian G. Denich Financial Advisor
Kieran T. Wong Financial Advisor
Jordan D. Hubbs Financial Advisor
Dylan Oliva Portfolio Management
Mark T. Petersen Chief Operating Officer, Chief Compliance Officer
Scott A. Zimmerman Insurance Specialist
Brittany L. Petersen HR Director
Rafiq A. Wiley Property & Casualty Broker
Robert J. Clark Partner
Rudy Herrera College Planning Expert
Andrew Cohen Estate Planning Attorney
Katie A. Yudin Executive Assistant
Brooke T. Coffey Executive Assistant
Elizabeth Maddox Executive Assistant
