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Client Advisory

Biography

Phong is a Principal in the Los Angeles office.

Prior to joining Cerity Partners, Phong served as a Managing Director, Portfolio Manager, and Principal at Covington Capital Management. A 15-year veteran of the investment management business, Phong joined Covington in 2006 from U.S. Trust. His primary focus at Covington was developing fixed income and asset allocation strategies for clients. Phong loves hearing each client’s story and using technology to help them meet their goals.

Phong is passionate about coaching youth sports, his family, basketball, and hiking.

Education

  • B.S. in Business Administration from the University of California, Riverside
  • MBA in Finance from the University of California, Irvine

Highlights

  • Chartered Financial Analyst (CFA)
  • Member of the CFA Society of Los Angeles
  • Member of the CFA Institute
  • Board Member for the Council on Aging, Southern California
  • Mentor at the Paul Merage School of Business at the University of California, Irvine

Meet Our  Client Advisory Colleagues

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David Aaron

Partner & Market Leader

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Louis P. Abel, CFA, CAIA

Partner

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Rozeta Abovian, CTFA

Partner

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Lloyd Abramowitz

Partner & Practice Leader

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Larry Adams, CPFA, AIF®

Partner

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Aimee M. Adler, CFP®

Associate

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Samuel Afari-Aikins, CFP®, CKA

Partner

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Maria Aguirre

Associate

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Karim Ahamed, CFA

Partner

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Chris Akamine, CFP®

Partner

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Mark Andersen

Partner

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Helen Anderson

Principal

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Sean Angelis, CFP®

Principal

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Karen Angrisano

Principal

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Lynne Anicete

Associate

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Gary Arakawa, CFA, CFP®

Partner

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Christopher Arotin, AIF®, CFP®

Principal

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Cheryl Athas

Senior Associate

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Barbara Attardo, AEP®, CFP®

Partner

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Richard Azarloza, CFA, CFP®

Partner & Market Leader

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Shelby Babcock

Principal

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Chris Bagileo

Associate

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Ian Bai, CFP®

Principal

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Samuel Bain, Jr.

Partner & Market Leader

Mary Grace Balrup

Associate

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Julie Banda

Senior Associate

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Chelle Barberena

Principal

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Carrie Barlow

Associate

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Tony Basalla

Principal

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John Basford

Partner & Market Leader

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David Beatty, CFP®

Partner & Market Leader

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Frederic Behrens, CFP®

Partner

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Laurie Belew, CFP®

Partner & Market Leader

Abigail Bell

Associate

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Joshua Berdet, CFP®

Principal

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Jonathan Berrios

Associate

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Yasmin Bichara-Jakovljevic

Associate

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John F. Blair, CFP®

Partner & Market Leader

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Jeffrey Blanchard, CFA

Principal

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Andrew Blumenthal, CFP®

Partner

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Tim Bodmer

Associate

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Doug Bonaquist

Partner

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Hugues Le Bras

Principal

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Florence Bray

Senior Associate

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Amanda Brummel, JD

Principal

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Katie Buchanan

Senior Associate

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Kevin Buckley, CFP®

Partner

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Brenda Bujanauskaite

Associate

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Erica Bunnell, CFP®

Principal

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Craig Burger, CFA

Partner

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Matthew Burns

Associate

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Christopher Burrows

Partner

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Azaian Cagalingan

Associate

Megan Caldarelli

Associate

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Erica Cameron, CFP®

Partner

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Matthew Canner

Partner

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Jeffrey L. Caples, CFA

Partner

Jessica Carbajal

Associate

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Dawn M. Carpenter

Associate

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Vonny Carrington

Partner

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Andrea Casas

Associate

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Brian Casey

Principal

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Mark Castell, CPA

Partner

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Ricardo Castro

Senior Associate

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Onari Tariah, CFP®

Principal

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Eric Chang, CFA

Principal

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Cecilia Chen, CFA

Principal

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Paul Chmielewski

Partner

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Hannah Reimer Christopher, CFP®

Principal

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Andrew T. Chudy

Partner

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Jake Clemens, CFA, CFP®

Principal

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Justin Coletto

Associate

Marie Conner

Associate

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David P. Corcoran

Principal

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JD Costello

Associate

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Meghan Cottrell

Associate

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Ralph Coutant, CFA, CMT

Principal

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Jodi Credit

Associate

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Brendan Cunningham

Associate

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William T. Curran, CIMA®

Partner

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Paul D’Elia, CFP®

Partner

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Darlene Dahl, AEP®, CDFA®, CPA, PFS

Partner

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Robert Davis, CAIA, CFA

Partner

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Elizabeth Dawson, CFA, CFP®

Principal

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Fiona Dean

Associate

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Brett Dearing

Partner

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Thomas Decker, CFP®

Principal

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Elizabeth Delude, CFA

Principal

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Joel DeMaria, CFP®

Partner

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Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

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Michael Disharoon, CFA

Partner

Cheryl Donaldson

Principal

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Kevin Dorwin

Partner & Market Leader

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Katrin Doyle

Principal

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Mimi Drake

Partner & Market Leader

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Sarah Dudack

Associate

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Justin DuMouchelle, CFA, CFP®

Partner

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Pierre duPont

Partner

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Rebecca Dutka, CFA

Partner

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Jennifer Ellison, CFA

Partner

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Megan Endersby

Senior Associate

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Alex L. Faber, CFA, CFP®

Principal

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Adrian R. Fadrhonc

Partner

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Cecilia Fajardo

Principal

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Jessica Farrell

Partner

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Kimberly Fields

Senior Associate

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Kellye Fields

Associate

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Patrick Fischbach

Principal

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Michael B. Fischer, CFP®

Principal

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Andrew Fisher, CFA, CPA

Partner

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Stacy L. Fisher

Senior Associate

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Steve Florance, CFA

Principal

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Victoria Flores-Manrique, CTFA

Senior Associate

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Jessica Foley

Principal

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Mariella Foley, CFP®, ADPA®, CDFA®

Partner

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Justine Fonseca, CFP®

Principal

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Kent Forkner

Partner

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Candice Frank

Senior Associate

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Kathy Freed, CFP®

Principal

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Richard B. Freeman, CFP®

Principal

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Shadrack Frempong

Senior Associate

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Virginia Frisch

Associate

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Alison J. Gamble

Partner

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Sam Garcia, CFP®

Principal

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John Garris

Senior Associate

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Doug Garrison, CFP®

Partner

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James P. Gauthier, CFA

Partner

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Stephanie Gervacio

Associate

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Justin M. Giacona, CPA

Associate

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Steven J. Giacona, CPA

Partner & Market Leader

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Thomas Giddings

Partner

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David Gifford

Partner

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Garrett Gillett

Senior Associate

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Jeffrey Glassman

Partner

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Richard Golinski, CFA

Partner

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Caroline Good

Associate

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Bridget Goodbody, CFP®

Senior Associate

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Lauren G. Gooding, CTFA

Principal

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John Goott, AIF®, CFP®

Partner

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Daniel Goott, CFP®, CIMA®

Partner & Market Leader

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Judith Gordon

Principal

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Dajion Grant

Senior Associate

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Shelia Gray

Principal

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Cameron Grimm

Associate

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Alexander Gross, CFP®, AEP®, CPA/PFS

Partner

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Ashley J. Guerra

Partner

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JG Guidera

Principal

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Theresa Guinto

Associate

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Colby Hackerman, CFA, CPA

Partner

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Hunter Haley, CFP®, CPA

Principal

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Shane Hall, CFP®, CAIA

Principal

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Jill Hardesty

Associate

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Kayleigh Harris

Associate

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Rick Harris

Principal

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Lissa Harris

Principal

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Susan Hartley-Moss, CTFA

Partner

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Erica Hartog, CPA

Partner

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Gregory G. Heard

Partner

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Matthew Heath, CFP®

Principal

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Andrew Helfont, CFA

Partner

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Delia Hernandez

Principal

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Elizabeth Hicks

Senior Associate

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Rebecca Hilchey

Associate

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Ann Marie Hindley

Associate

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Caren Holzhauer

Associate

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Lyman Howard, CFA, CFP®

Partner

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George Hubbard

Partner & Director of Private Direct Investments

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Connor Hufer

Associate

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Bruce A. Hyde, CPA

Partner

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John Hyman, CIMA®

Partner & Director of Investment Management

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James Izard II, CFP®

Partner

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Jack H. Scaff III

Partner

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Frederick A. Allner, III

Partner

Samuel R. Segundo III

Associate

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Henry “Sandy” Harris III, CFA

Partner

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Rhonda Inskeep

Associate

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Chris Jameson, CRPC®

Partner

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Alex Jimenez

Partner

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Kathryn Jodon

Principal

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Peter A. Johnson

Partner

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Blake Johnson, CFP®

Principal

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Anne Johnston, CFP®

Partner

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Nicole Joko

Principal

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Thomas (TJ) F. Jones

Partner

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Thomas S. Jones

Partner

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André De Jong, FPQP

Associate

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Wickliffe Lyne, Jr.

Principal

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David Jumper, CFA

Partner

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Evan Kaplan, CFP®, CFA

Principal

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Tom Karsten

Partner & Market Leader

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Alexey Kassabov, CPA

Associate

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Carl Kaufman

Associate

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Mickey Keating, CFP®

Senior Associate

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Kathryn Kennedy, CFP®, CPA, JD

Partner

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Hannah Kim

Principal

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Kate Kittinger, AEP®

Principal

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Ekaterina Klimentova, CPA, CDFA®

Partner

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Stephen Klingler, CFP®

Principal

Jeffrey Knight

Associate

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Jessica Kobaly

Senior Associate

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Allen Kozel, CFP®

Principal

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Kati Krause

Principal

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Geoffrey Kuli, CFA

Partner

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Steve Kurosko, CSRIC®

Partner & Market Leader

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Kyle Kursim, CFP®

Partner

Eunmi Kwon, CPA, CFP®

Principal

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Patrick Labriola

Principal

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Jeffrey Lancaster, CFP®

Partner

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Adam B. Landau, CAIA

Partner & Market Leader

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Amy Lange, CFA, CFP®

Partner

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Gerry Larr

Partner

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Greg Larson, CSRIC®

Senior Associate

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Kristen LaSasso

Senior Associate

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Dawn M. Lasek

Associate

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James Lebenthal, CFA

Partner & Chief Equity Strategist

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Christine Lee, CFP®

Principal

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Rita Lee, CPA, CDFA®, CGMA®, PFS

Partner

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Cameron Lehrmann, CPA

Principal

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Yola Lerch

Senior Associate

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Edward Liberman

Principal

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Andy Lin

Associate

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Austin Little, CFP®

Principal

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Richard Long, CFA

Principal

Christina Lum

Associate

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Anne Lyons

Associate

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Lyle Maasdorp, CFP®

Principal

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Andy Machenheimer

Principal

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Jory Makin

Senior Associate

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Steve Malbasa

Partner

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Julia Malin

Senior Associate

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Jacqualyn Malloy

Senior Associate

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Lindsay Marcus

Associate

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Jessica Marshall, FPQP

Senior Associate

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Samuel Martin, AIF®, CRPS®

Principal

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Peter Martin, CPA

Partner

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Joseph Matus, CFA

Senior Associate

Demi Maya

Associate

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Ray McCarthy, CPA

Principal

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Doug McCrea

Partner

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Paul McGloin

Partner

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Timothy McNally, CPA, CIMA®

Principal

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Kelly McNerney, CFP®

Principal

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Charles McRae, CFP®, CEPA®

Principal

Sarah Meiser

Senior Associate

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Ruby Mendoza

Associate

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Patricia Mercer

Associate

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Donna Metrou

Principal

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Cooper Miller

Associate

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Eric Minnick

Principal

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Kristen Mitchel

Associate

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Olive W. Mitchell, CFP®

Principal

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Greg Mitseas

Senior Associate

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Christine Monyak

Associate

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Sean Moore

Partner

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Darin A. Morgan, CFA, CFP®

Principal

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Jonathan Morris

Principal

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Owen Morrow

Senior Associate

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Constantine Mulligan, CFA

Partner

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Melanie Murphy, CPA

Senior Associate

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Patrick Murray, CFP®, CFA

Partner

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Elizabeth Musarra, CPA, PFS

Partner

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Lindsey Nadel

Partner

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Douglas Nardi, CFA

Partner

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Matt Nardi

Senior Associate

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Alan Ness, CFP®, AIF®

Partner

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Lesa Newell

Senior Associate

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Steve Nielander, CFA

Partner

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Eda Niño

Associate

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Reed Nothwang, CFP®

Principal

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Jenna O’Brien

Associate

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JoAnne O’Connell

Principal

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Emily O’Connor

Principal

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Resmena O’Meally, CPA

Partner

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Rebecca Occhiline

Associate

Melissa Oduaran

Associate

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Brooklyn Ogburn

Associate

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Stephen Oliver, CFP®, CFA

Partner

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Matt Olver, CFP®, AEP®

Partner

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Sarah Gregg Orum

Principal

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Jeffrey Paladini, CFP®

Partner

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Carlie Palmer

Principal

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Daniel Parillo

Principal

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Daniel Park, CFP®

Partner

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Ty Parrish, CIMA®

Partner & Practice Leader

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Nicholas Pasichuke

Associate

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Cristina Paul, CFP®

Partner

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Yelena Pelimskaya, CFA

Principal

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Natalie Perez

Associate

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Blake Perkins

Senior Associate

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Jeffrey J. Peters

Senior Associate

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Nicholas N. Petrelli, CFP®

Partner

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Katie Pfeifer, CFP®

Partner

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Carman Phillips

Associate

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Walker Phillips, CFP®, CIMA®

Partner

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Scott R. Phillips

Partner

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Bettie Pickett

Associate

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Kinga Pietrzycki

Associate

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Nina Pilgrim

Senior Associate

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Chris Pleshek, CPA

Senior Associate

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Quinn Portfolio, CFP®

Principal

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Matthew Powell

Senior Associate

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Jacqueline Price

Associate

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Hugh Quinn

Associate

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Steven L. Ramirez, CFP®, CFA

Principal

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Gerianne Raymundo

Principal

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Thomas Richardson, CPA

Partner

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Timothy Ringelstein, CFA

Principal

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Jeremy Robbins, CFP®, CPA

Principal

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Rhonda Robinett

Principal

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Marianne S. Rodriguez, CFP®

Principal

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Tristan Romo

Principal

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Anthony Rosetti, CFA, CFP®

Principal

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Melanie Ross, CFP®

Principal

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Spencer Roule

Principal

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Meg Rowley

Partner & Market Leader

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Veronica Rubio, CFP®

Partner

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Jeff Rup

Senior Associate

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Salvatore Russo

Partner

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Devon Ruttenberg

Partner

Sherrell Sabree

Associate

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Alex Saikali

Associate

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Sherman S. Salangad

Senior Associate

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Jorge Salazar, CFP®

Principal

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Jonathan Salvato, CFP®

Principal

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Minnie Yao Sanford, CFP®

Principal

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Steven P. Saunders, CAIA, CFA

Principal

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Becky Scaletta

Associate

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Isabel Scharmer, CFA

Partner

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Leonard Schlangel, CPA, JD

Partner

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Theodore D. Schneider, CFA

Principal

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John Schnur

Associate

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Steve Schoneman, CFA

Partner

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Aram Schotts, CFP®, CRPS®

Principal

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Matthew Serkes, CFP®

Principal

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Marshall Serwitz

Partner

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Mary Shahian, CFP®, CDFA®, ChFC®, CKA

Partner

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Deborah Shaug

Principal

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LeAnn Shea

Associate

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Timothy Sheridon

Senior Associate

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Charmaine Sherlock

Senior Associate

Andrew Shestek

Associate

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Bob Shier, JD

Partner

William Shier

Associate

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Samuel Short

Associate

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Gary Silverman, CFA

Partner

Adam Simoncelli

Senior Associate

Emily Sims

Associate

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Marcella Skenderis

Associate

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Dee Slavutin, ChFC®

Partner

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Lyric Smith

Senior Associate

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Marie C. Smith, CFP®

Senior Associate

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Robert C. Smith

Partner & Market Leader

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Neal Smith

Principal

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Meghan Smith

Principal

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Javier Solis, CFP®

Partner

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Paul Sommerstad, AIF®, QPFC®

Partner

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Michelle Soto, CDFA®, CFP®

Partner

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Robert L. Souza, CFA

Principal

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William Speciale, AEP®, JD

Partner

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Judith Spencer

Associate

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Shelby Stahr, CFP®

Principal

Marisa Stancroff

Associate

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John Stanovich, CFP®

Principal

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Philip Steele, AIF®

Partner

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Caraline Stenslik, CFP®

Senior Associate

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Kyler Stephens

Associate

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Elizabeth W. Stone

Principal

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Jennifer Stott

Associate

Marisela Suarez

Associate

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Robert J. Sullivan, CFP®

Partner

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Alketa Sundquist

Senior Associate

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Colleen Supran, CFA

Partner

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Amy Suri

Associate

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Howard Sussman, CFP®, JD

Principal

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Bonnie Suveerachaimontian, ChFC®

Principal

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Scott Swanson, CFA

Partner

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Brendan P. Sweeney, CFA

Partner

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Pam Swenson

Senior Associate

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Michael Syer, CFP®

Principal

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Claudia Sykora, CPA

Principal

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Ayisha Tahir, JD

Principal

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Sue Takano

Associate

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Emily Taken-Vertz, CFP®

Principal

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Jacob Talley

Senior Associate

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Matthew Taylor

Partner

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Jonathan Taylor, CFA

Partner

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Natalia Tchetchoulina

Partner

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Shaadi Tehran

Associate

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Andres Terronez

Senior Associate

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Eric Thompson, CFP®

Principal

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Christian Thwaites

Partner

Dan Timotic, CFA

Partner

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Patrick Tobin, CFP®

Principal

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Jonatán Toledo

Associate

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Scott Toomasson, FPQP

Principal

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Justin Topping, CFA

Partner

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Eric Towell, CFP®

Principal

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William Tricarico

Associate

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Brian Tu

Principal

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Christopher Turso, CFP®

Senior Associate

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Brandon Tutak

Principal

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Tinetta Tutt

Associate

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Byron Udell, JD, CFP®, ChFC®, CLU®

Partner & Head of Risk Management

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Amanda Ulczynski

Senior Associate

Karina Valles

Associate

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Myles VanderWeele, CFP®

Partner

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Christine Vandrey

Senior Associate

Juan Vasquez

Associate

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Tania Vasquez

Principal

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Cynthia Venturelli, FPQP

Principal

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Andrew Verdeyen, CFP®

Principal

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Peter L. Viehl, CFA

Partner

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Daniel Vignola

Associate

Linda Wagner

Principal

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Steve Walker

Partner

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Thayer Walker

Principal

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Todd Walklett, CFA, CFP®

Partner

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Angella Wallace

Associate

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Eric Warbrick, CPA

Principal

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Jason Waters, CFP®

Partner

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Jennifer Watson, CPA

Principal

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Aaron Waxman, CFP®, CPA

Partner

Gail Weiss

Senior Associate

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Larry Weissman, CFA

Partner

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Craig Wells

Partner

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Kim Wilkinson

Partner

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EmJay Williams

Associate

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Katherine Willis, CFA

Partner

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Matt Wojtowicz, CPA

Principal

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Susan Wolf

Partner

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Tracey Wood-Sanford, CPA

Partner

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Zach Woodward, CFP®, AWMA®

Principal

Charles Wright

Associate

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Jon Yankee, CFP®

Partner & Market Leader

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Peter Yoon, CFA

Principal

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Brendan Yospa

Associate

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Dustan Zavatsky

Senior Associate

Felix Zavisubin

Associate

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Jeff Zych

Partner

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