Christopher M. Ingram Chief Executive Officer
Jerry R. Citarella, RFC®, CFF® Financial Advisor
Jennifer C. Brown Financial Advisor
Peter A. Shuper Financial Advisor
Fred M. Wachtel Financial Advisor
Rick Weiss Financial Professional
Jeremy M. Leibowitz, CFP®, RICP® Financial Advisor
Rian G. Denich Financial Advisor
Kieran T. Wong Financial Advisor
Jordan D. Hubbs Financial Advisor
Mack Herrera Financial Advisor
Dylan Oliva Portfolio Management
Mark T. Petersen Chief Operating Officer, Chief Compliance Officer
Rudy Herrera College Planning Expert
Brooke T. Coffey Operations Manager
Brittany L. Petersen HR Director
Rafiq A. Wiley Property & Casualty Broker
Robert J. Clark Partner
Andrew Cohen Estate Planning Attorney
Scott A. Zimmerman Insurance Specialist
Katie A. Yudin Client Service Associate
Elizabeth Maddox Client Service Associate
Stephanie Asmar Client Service Associate
