Our Team

Team Members In

Advisors

Tom Neroni

Head of Advisor Integrations and Operations

Angela Neumann

CFP®, CAP®, Series 65

Senior Vice President, Wealth Advisor

Casey Oliver

CFP®

Associate Director, Wealth Advisor

Michael Orfe

CFA®

Senior Vice President, Advisor Group Lead

John Ostrand

CFP®, CTFA®, CAP®

Senior Vice President, Regional Group Lead

Drew Owen

CFP®

Director, Wealth Advisor

Maddalena Parks

AIF, CPFA

Senior Director, Wealth Advisor

Ken Paull

CFP®

Vice President, Wealth Advisor

Chris Peck

CEPA®

Director, Wealth Advisor

Pamela Pena-Serrano

CFP®

Senior Director, Wealth Advisor