Our Team

Team Members In

Advisory Team

Ben Nadworny

Senior Director, Wealth Advisor

Katie Nentwick

J.D.

Senior Vice President, Regional Group Lead

Tom Neroni

Head of Advisor Integrations and Operations

Leslie Nettles

CFP®, WMS℠, AAMS®, CRPC®

Director, Wealth Advisor

Angela Neumann

CFP®, CAP®, MSFS

Senior Vice President, Wealth Advisor

Brittany O’Connor

CFP®

Vice President, Advisor Group Lead

Casey Oliver

CFP®

Director, Associate Advisor Group Lead

Michael Orfe

CFA®

Senior Vice President, Advisor Group Lead

Jenna Oriani

Associate, Wealth Management Analyst

John Ostrand

CFP®, CTFA®, CAP®

Senior Vice President, Regional Group Lead

Natalie Ostrand

MBA

Associate, Wealth Management Analyst

Drew Owen

CFP®, AEP®

Director, Wealth Advisor

Maddalena Parks

AIF, CPFA

Senior Director, Wealth Advisor

Dawn Patton

FPQP

Associate Director, Business Development Operations Specialist

Ken Paull

CFP®

Vice President, Wealth Advisor