Christopher M. Ingram Chief Executive Officer
Mark T. Petersen COO, CCO, Financial Advisor
Jerry R. Citarella, RFC®, CFF® Financial Advisor
Jennifer C. Brown Financial Advisor
Fred M. Wachtel Financial Advisor
Rian G. Denich Financial Advisor
Jeremy M. Leibowitz, CFP®, RICP® Financial Advisor
Jessica A. Saunders, CFP®, CDFA® Financial Advisor
Kieran T. Wong Financial Advisor
Rick Weiss Financial Professional
Mack Herrera Financial Advisor
Dylan Oliva Portfolio Management
Rudy Herrera College Planning Expert
Brooke T. Karren 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
Peter A. Shuper In Loving Memory
