People & Places

David Aaron

Partner & Practice Leader

Timothy Abbott

Senior Associate

Louis P. Abel, CFA, CAIA

Partner

Rozeta Abovian, CTFA

Partner

Lloyd Abramowitz

Partner

Carlos Acevedo

Associate

Kyle Adams, CFA

Senior Principal

Cole Adams

Associate

Andrew Adams

Senior Associate

Joey Adams

Senior Associate

Samuel Afari-Aikins, CFP®, CKA

Partner

Maria Aguirre

Associate

Karim Ahamed, CFA

Partner

Gabe Aichholzer, CPA

Associate

Rajat Aiyer

Associate

Chris Akamine, CFP®

Partner

Jason Alexander

Principal

Philip Alfonsin

Senior Principal

Joseph Amicone, JD

Principal

Breana Ammon

Senior Associate

Andrew Anastasi, CPA

Partner

Mark Andersen

Partner

Rebecca D. Anderson

Principal

Helen Anderson, JD

Principal

Sean Angelis, CFP®

Principal

Karen Angrisano

Principal

Jessie Angulo

Senior Associate

Lynne Anicete

Associate

Julian Apprendi

Associate

Gary Arakawa, CFA, CFP®

Partner

Jackie Armistead

Associate

Dawn Armstrong

Associate

Christopher Arotin, AIF®, CFP®

Principal

Abby Arrell

Associate

Delina Arroyo

Principal

Nikolai Arutiunov

Senior Associate

Tabitha Aspling

Principal

Cheryl Athas

Senior Associate

Jacob Atkinson

Associate

Nicole Attale

Senior Associate

Barbara Attardo, CFP®, AEP®, CDFA®

Partner

Richard Azarloza, CFA, CFP®

Partner & Practice Leader

Neetha Azeez

Associate

Shelby Babcock

Principal

Chay Bagan

Associate

Chris Bagileo

Associate

Ian Bai, CFP®

Partner

Samuel Bain, Jr.

Partner

Laurie Beth Baird, CFP®, CPA, JD

Partner

Marissa Baker

Senior Associate

Leslie Ballantine, AIF®, CPFA, NQPA™, QKA®

Principal

Christie Ballenger

Senior Associate

Bella Balta

Senior Associate

Julie Banda

Senior Associate

Amy Banker, AIF®

Principal

Justin Barish

Principal & Head of Digital Marketing

Justin Barley, CFP®

Principal

Michaela Barnum

Senior Associate

Michael Barry

Partner

Jonathan Bartfeld

Associate

Tony Basalla

Partner

John Basford

Partner & Practice Leader

Tom Batsaihan

Associate

Nader Bazlamit

Associate

Melissa Beach

Senior Associate

Bill Beattie, CFP®, CIMA®

Partner

David Beatty, CFP®

Partner

Steven Beck, CFP®, JD

Principal

Michael Beer

Senior Associate

Frederic Behrens, CFP®

Partner

Laurie Belew, CFP®

Partner & Practice Leader

Rebekah Bennett

Associate

Carol Benz

Partner & Chief People Officer

Joshua Berdet, CFP®

Principal

Jamie Berens

Senior Associate

Greg Bergamesco

Partner

Gill Berger

Principal

Julian Bergerson

Associate

Jonathan Berrios

Associate

Kim Besly

Senior Associate

Savannah Besso

Associate

Shehtaj Bhura

Senior Associate

Manya Bhutani

Associate

Yasmin Bichara-Jakovljevic

Associate

Vadim Birman, CPA, MST

Principal

Chris Bittman

Partner

Allison Sullivan Black

Senior Associate

Sarah Blackey

Associate

Steve Blair, CFE

Senior Associate

John F. Blair, CFP®

Partner & Practice Leader

Andrew Blazer

Associate

Andrew Blumenthal, CFP®

Partner

Kevin Boddy

Senior Associate

Tim Bodmer

Associate

Alicia Boggio-Hair

Principal

Doug Bonaquist

Partner

Jennifer Boswell

Associate

Nathan Botton

Associate

Jen Bowen

Principal

John Bowlin

Kristin C. Bowser

Principal

Charlotte Clegg Bradley

Principal

Max Brainard

Associate

Jason “J.B.” Brangers, EA

Partner

Landon Brantley, CFP®

Principal

Hugues Le Bras

Principal

John G. Bratschi

Partner

Florence Bray

Senior Associate

Grace Brettkelly, CFP®, CFA

Partner

Andria Brewer, PCM®, CDMP®

Senior Associate

Jennette Brilliant, CFP®

Partner

Casey Brock

Associate

Tyler Brook

Associate

Alec Broughton, CFP®, FBS®

Principal

Stephanie Broughton, ARPS, CPFA, NQPA™

Principal

Cameron Brown, CFP®, CTFA

Principal

Mark Brown, CPA

Principal

Ginger Brown

Associate

Maddie Brown

Associate

Jared Brown

Associate

Amanda Brummel, JD

Principal

Michael Bryan, CPA

Partner

Katie Buchanan

Senior Associate

Kevin Buckley, CFP®

Partner

Mike Buckley

Venture Advisor

Eric Budin

Partner

Brenda Bujanauskaite

Senior Associate

Jonathan Bulos

Associate

Erica Bunnell, CFP®

Principal

Joseph Burbella, AAMS®

Principal

Ryan Burch, CFA

Principal

Craig Burger, CFA

Partner

Andrew Burger, CFA

Principal

Evelyn Burgess

Associate

Cameron Burke

Senior Associate

Gerard Burke

Senior Associate

Christopher Burrows

Partner

Bonnie Burset

Senior Associate

Jeff Bushman

Senior Associate

Katie Butler, CPA

Principal

Kirill Buzinov

Principal

Farah Bylo

Associate

Kemar Bynoe

Associate

Azaian Cagalingan

Associate

Megan Caldarelli

Associate

Tyler Calder, CFP®

Senior Principal

Patrick Callahan, CFA

Senior Principal

Erica Cameron, CFP®

Partner

Molly Campbell

Principal

Matthew Canner, CPWA®

Partner

Jennifer Cannon

Associate

Diana Cantor

Jeffrey L. Caples, CFA

Partner

Anna Cappucci

Associate

Jessica Carbajal

Senior Associate

Tara Carley

Principal

Scott Carlson

Senior Associate

Dawn M. Carpenter

Associate

Tessa Carr

Associate

Vonny Carrington

Partner

Josh Carroll, CEPA®, AAMS®, AIF®

Principal

Bill Carson

Partner

Chris Carter, CPA

Partner

Zach Carver, CPA, CFP®

Senior Principal

Andrea Casas

Associate

Brian Casey, CFP®

Senior Principal

Sean Casey

Principal

Jeffrey Casey, CPA

Principal

Todd Cassler

Partner & Chief Growth Officer

Lynda Castellano

Partner

Christine Hettich del Castillo

Senior Associate

Ricardo Castro

Senior Associate

Catherine Censor

Principal

Abraham Jimenez, CFP®

Senior Associate

Onari Tariah, CFP®

Principal

Eric Chang, CFA

Principal

Charlotte McGibbon

Principal

Lindsey Chastain, CPA

Principal

Becky Whetstone Cheetham

Associate

Michelle Chen

Associate

Yanming Chen

Associate

Charlene Chessler, CPA

Senior Associate

Dr. Indu Chhachhi

Principal

Paul Chmielewski

Partner

Kelvin Cho

Associate

Sonja Choate

Associate

Orion Choy

Principal

Emily Christensen

Associate

Sarah Christensen

Associate

Joshua Christian

Principal

Hannah Reimer Christopher, CFP®

Principal

Jane Ann Chrumka, CFP®

Senior Associate

Andrew T. Chudy

Partner

Carol Clark

Senior Associate

Kim Clark, CPA/PFS, CFP®

Principal

Cathy Clark

Whitney Clark

Senior Associate

Jake Clemens, CFA, CFP®

Principal

Jacob Clemons, CPA

Principal

Dena Clifford

Associate

Molly Cline

Associate

Karen Clinkenbeard

Senior Associate

Miryam Cohen

Senior Associate

Adam Cohen, CAIA

Senior Principal

Mike Cohen, AIF®

Principal

Tom Cohn, CFA

Partner & Chief Solutions Officer

Brayden Colbert

Associate

Felicia Cole

Senior Associate

Micayla Coleman

Associate

Lucy Collins

Principal

Gregory Del Colombo, CFP®, ChFC®

Associate

Ciara C. Colón

Associate

Steven Colton

Principal

Lindsay Colvin

Associate

Alex Conlin

Associate

Marie Conner

Associate

Brian Cook, CFP®

Partner

Dylan Cooper, CFP®

Principal

Andrew Cooper

Partner & Co-Head of Family Office

Whitney Cope

Associate

Connor Corbin

Associate

David P. Corcoran

Principal

Jon Cordes, CPA

Principal

Patrick Corrigan, CFP®, CDFA®

Partner

Eric Corriveau, CPA

Principal

Kevin Costello

Senior Associate

JD Costello

Associate

Maddie Costlow

Associate

Allison Coté

Associate

Meghan Cottrell

Senior Associate

Ralph Coutant, CFA, CMT

Senior Principal

Trevin Cox

Senior Associate

Maria Weis, CPA

Senior Associate

Christine M. Craig, CPA

Principal

Brady Crawford

Senior Associate

Mary Creazzo

Associate

Jodi Credit

Senior Associate

Jenna Crockett

Associate

Hannah Crockett, PMP®, MBA

Senior Associate

Chris Cronin

Senior Principal

Olivia Crosswell

Associate

Nataliya Crouse

Principal

Kimberly Crowley

Partner

Jon Cullom

Principal

Brendan Cunningham

Senior Associate

Dan Cupkovic, CFP®

Partner

Jennifer Curnow

Associate

William T. Curran, CIMA®

Partner

Aaron Curry, CFP®

Principal

Russ Curry, CFP®

Senior Associate

Chris Curtis

Partner & Chief of Staff

Kim Curtis, CFP®, AEP®, CAP®, ChFC®, CLU®, MSFS

Partner

Jeff Curtis, CFA

Senior Principal

Steven Cutcliffe

Partner

Anna Czulno, PMP®, CAPM®

Senior Associate

Paul D’Elia, CFP®

Partner

Kirsten Daamen

Senior Associate

Virginia Darden

Associate

Rahul Daryanani

Senior Principal

Nate Dashiell

Associate

Marie David, CFP®

Principal

Robert Davis, CAIA, CFA

Partner

Jeremy Davis, CFP®, CExP™

Principal

Christina Davis

Senior Associate

Elizabeth Dawson, CFA, CFP®

Partner

Fiona Dean

Senior Associate

Trista DeAngelis

Senior Associate

Eden Deanhardt

Associate

Brett Dearing

Partner

Sarah DeCamp, ChFC®

Partner

Thomas Decker, CFP®, CPWA®

Senior Principal

Breanna Decker

Associate

Lauren Deegan

Senior Associate

Amanda Dekki, JD

Partner

Elizabeth Delude, CFA

Principal

Joel DeMaria, CFP®

Partner

Avalon DeNecochea

Associate

Taylor Derringer

Senior Associate

Kunal Desai

Associate

Joseph DeSaye

Senior Associate

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

Partner

Jason Deshayes, CFP®, CKA, CPA/PFS

Partner

Devin Arguinchona, CFA

Senior Associate

Robert L. Devinney, CFP®, ChFC®

Principal

Mike Devlin

Partner

Grace Dewees

Associate

Isabella Diamond

Associate

Gary Diamond, CPA

Partner

Josh Diamond, CPA

Partner

Carmen Diaz

Principal

Julianne Dingee

Associate

William Dion, CFP®

Principal

Lenée Dirzuweit

Principal

Michael Disharoon, CFA

Partner

Dalton Dixon

Senior Associate

Anthony Doe

Associate

Andrew Doherty

Associate

Cheryl Donaldson

Principal

Neal Donhoff, CFP®

Principal

Dan Donofrio, CFP®

Senior Principal

William Donovan, CPA

Senior Associate

Kevin Dorwin

Partner & Practice Leader

Brian J. Doyle

Principal

Katrin Doyle

Principal

Mimi Drake

Partner & Practice Leader

Julio V. Driggs, JD, CFP®

Principal

Ethan Duffy

Associate

Justin DuMouchelle, CFA, CFP®

Partner & Practice Leader

Justin Duncan

Senior Associate

Pierre duPont

Partner

Kimberly Duran

Associate

Trina Durbin

Associate

Sarah Durham

Senior Associate

Levent Durmus, CFA, CFP®

Principal

Rebecca Dutka, CFA

Partner

PJ DuWors

Principal

Alexander Dyumin

Senior Associate

Clint Eakles, CFP®

Principal

Brecken Eatherton, CFA

Senior Associate

Brandon Eckhardt

Senior Associate

Connor Edelen

Associate

Brad Edson, CFA

Senior Principal

Michael Eglow

Principal

Colton Eicher

Associate

Anne Elliott

Senior Associate

William Ellis

Associate

Kristen E. Ellison

Partner

Jennifer Ellison, CFA

Partner

Kelly Emerine

Principal

Megan Endersby

Senior Associate

Jonathan Endo

Partner

Trey Engen

Associate

Michael Erskine, CFA

Principal

Natalee Esposito​

Senior Associate

John Cummings, Jr, Esq., ChFC®, AEP®, CAP®

Partner

Liza EsselSagoe

Senior Associate

Bennett Estes

Ini Etuk

Senior Associate

Owen Evans, CFA

Senior Associate

Ryan Eversole, CFP®

Principal

Alex L. Faber, CFA, CFP®

Principal

Adrian R. Fadrhonc

Partner

Andrew Fairman, CFA, CFP®

Partner

Cecilia Fajardo

Principal

Daniel C. Fan, JD, LL.M., CFP®

Partner

Jessica Farrell, CFA

Partner

Stephenie Farrow

Senior Associate

Sara Feder, CFP®

Principal

David Feldman

Senior Associate

Cameron Feldman

Associate

Clayton Feller

Associate

Christian Ferreira

Senior Associate

Joe Ferreira, CFP®, CPWA®

Partner

Phillip Fetter

Associate

Eldar Feyzulov, CFP®, CFA

Senior Associate

Charlie Fidler

Associate

Lucas Fields

Associate

Kimberly Fields

Senior Associate

Kellye Fields

Associate

Scott Finn

Principal

Grace Finn

Associate

Patrick Fischbach

Principal

Michael B. Fischer, CFP®

Senior Principal

Laure Fischer

Senior Principal

Andrew Fisher, CFA, CPA

Partner

Stacy L. Fisher

Senior Associate

Steven J. Fishman, CPA

Partner

Aubrey Chappellet Flagler

Senior Associate

Steve Florance, CFA

Principal

Victoria Flores-Manrique, CTFA

Senior Associate

Mariella Foley, CFP®, ADPA®, CDFA®

Partner

Kent Forkner

Partner

Matthew Foster

Associate

Cathleen Fougere

Principal

Nicole Fox, CFP®

Partner

Monica Foy

Senior Associate

Candice Frank

Senior Associate

Nathaniel Fraser, CFA

Senior Principal

Kathy Freed, CFP®

Principal

Shadrack Frempong

Senior Associate

Phillip French

Associate

Laurie Fried, CFP®, CDFA®, MAFF

Partner

Virginia Frisch

Associate

Johanna Furlong

Senior Associate

Mel Gaceta

Venture Advisor

Ana Galutera, CFP®

Partner

Alison J. Gamble

Partner

Chris Ganey

Associate

Sam Garcia, CFP®

Principal

Marco Moreno Garcia

Partner

John Garris, CFP®

Principal

Doug Garrison, CFP®

Partner

Kris Gasparac

Principal

James P. Gauthier, CFA

Partner

Will Geiger

Partner

Jonah Gelhaus, CFP®

Senior Associate

Joe Gerace

Principal

Jesse Gerdes

Associate

Stephanie Gervacio

Associate

Nicholas Getta

Associate

Zeina Ghaly

Principal

Justin M. Giacona, CPA

Senior Associate

Steven J. Giacona, CPA

Partner & Practice Leader

Michael Giammatteo

Partner

Chambers Giblin, CFA

Senior Associate

Bethany Gibson

Senior Associate

Thomas Giddings

Partner

David Gifford

Partner

Garrett Gillett

Senior Associate

Cashel Giordano, CFP®

Associate

Jeffrey Glassman

Partner

Zach Goedde

Associate

Tamara Golde, CFP®

Senior Associate

Caroline Good

Senior Associate

Bridget Goodbody, CFP®

Senior Associate

Lauren G. Gooding, CTFA

Principal

Daniel Goott, CFP®, CIMA®

Partner & Practice Leader

John Goott, AIF®, CFP®

Partner

Judith Gordon

Principal

Catherine M. Gougeon

Associate

Mark Goyne, CFA

Partner

Olivia Graber

Associate

Jeff Graf, CPFA, NQPA™

Principal

Jana Graham

Senior Associate

Anthony Granata

Associate

Rich Grant

Partner

Dajion Grant

Principal

Kim Graven

Senior Associate

Quinten Graves

Associate

Colin Gray, CFP®

Partner

Shelia Gray

Principal

Katelynn Green

Senior Associate

Carrie A. Grey, CPA, CFP®, CVA®

Principal

Cameron Grimm

Senior Associate

Alexander Gross, CFP®, AEP®, CPA/PFS

Partner

Todd Gruenig, CFP®

Principal

Ashley J. Guerra

Partner

Theresa Guinto

Associate

Marisa Gulias

Associate

Erika Gunbeyi

Senior Associate

Brandon Gunning

Senior Associate

Rachel Gutnick

Principal

Brad Gutzler

Principal

Colby Hackerman, CFA, CPA

Partner

Bill Hageboeck, CFP®

Partner

Alex Hale

Principal

Hunter Haley, CFP®, CPA

Senior Principal

Kellie Hall

Associate

Shane Hall, CFP®, CAIA, CPWA®

Principal

Tyler Hampton

Principal

Crystian Hand

Associate

Ashley Haneiko

Associate

Theresa Haney, CPA

Partner

Michael Harano

Principal

Jill Hardesty

Associate

Ben Hardin, CFP®

Principal

Adam C. Hardy, CFP®

Principal

Amanda Harris, CPA

Principal

Rick Harris

Principal

Lissa Harris

Principal

Kayleigh Harris

Senior Associate

Khalil Harris

Associate

Susan Hartley-Moss, CTFA, TEP

Partner

Nicholas Hartnett, CFA

Senior Principal

Erica Hartog, CPA

Partner

Gregory G. Heard

Partner

Sarah Heddins

Associate

Kachina Heil, SHRM-SCP

Principal

Andrew Helfont, CFA

Partner

Ashley P. Hembree, CFP®

Principal

Christopher Hemstead

Partner & Chief Operating Officer for Client Service & Development

Kaycee Henderson

Associate

Casey Heneghan

Associate

Josh Herman

Senior Associate

Delia Hernandez

Principal

Emily L. Herring, CPA

Principal

Siegi Herzl-Betz, JD, MBA

Senior Principal

Elizabeth Hicks

Senior Associate

Rebecca Hilchey

Associate

Kevin Hilden

Partner & Chief Operating Officer

Jason Hill, CEPA®, CPA

Principal

Taylor Hill, CPA, CFP®

Principal

Adam Hills

Partner & Chief Practice Officer

Ann Marie Hindley, CFP®

Senior Associate

Caroline Hirt

Senior Associate

Justin Hobbs, CFP®

Principal

Masha Hodi

Partner & Colleague Engagement Officer

Andrew Hoercher

Principal

Kimberly Hoffman

Senior Associate

Scott Holley

Partner

Michael Holloway

Partner

Caren Holzhauer

Associate

Jaclyn Hood

Associate

Reggie Hopton

Senior Associate

Adam Hornek, CFP®

Partner

William Horner

Principal

David Horowitz

Partner

Caroline Houchins, SHRM-CP

Senior Associate

Jeff Houghtby

Associate

Hunter Houser, FPQP®

Associate

Lyman Howard, CFA, CFP®

Partner

Sophie Howell

Principal

David J. Howell

Principal

George Hubbard

Partner & Director of Private Direct Investments

David Hudson, CFP®

Partner

Jenny Huelsman, CFP®, CSA®

Principal

Connor Hufer

Associate

Sandra Humphries

Associate

Tim Hunt

Senior Associate

Robert Hunter

Associate

Michèle Hurley

Senior Principal

Albert Hwang

Senior Associate

Brian Hyde

Associate

Bruce A. Hyde, CPA

Partner

John Hyman, CIMA®

Partner & Head of Investment Management

James Izard II, CFP®

Partner

Jack H. Scaff III

Partner

Henry “Sandy” Harris III, CFA

Partner

Frederick A. Allner, III

Partner

Rhonda Inskeep

Associate

Abrielle Ivey

Principal

Teppo Jaakkola

Senior Associate

Nick Jackson, CFP®, AIF®, JD, QPFC®

Principal

Darcy James

Senior Associate

Bill James

Senior Associate

Arlene James

Principal

Maxine Jamison

Associate

Joseph J. Janiczek, MSFS, ChFC®

Partner & Practice Leader

William Jasien

Robert Jeffers

Partner & Head of Billing and Revenue Operations

Tyler Jenkins, CPA

Senior Associate

Shannon Jenkins, CEPA®, CFP®, CPA

Partner

Alex Jimenez

Partner

Kathryn Jodon

Principal

Will Johnson

Senior Principal

Blake Johnson, CFP®

Principal

Margaret Johnson

Senior Associate

Riley Johnson

Associate

Peter A. Johnson

Partner

Brenda M. Johnson

Senior Associate

Anne Johnston, CFP®

Partner

Nicole Joko

Senior Principal

Austin Jones, CFP®

Principal

Robert E. Jones

Principal

Kevin Jones

Senior Principal

Thomas S. Jones

Partner

Thomas F. Jones

Partner

André De Jong, FPQP

Senior Associate

Wesley Jorette

Senior Associate

Wickliffe Lyne, Jr.

Principal

Daniel J. Coleman, Jr., CFP®

Principal

David Jumper, CFA

Partner

Urenna Kalu-Onuma

Associate

James Kane

Associate

Lynda Kane

Senior Associate

Evan Kaplan, CFP®, CFA

Senior Principal

Tom Karsten

Partner & Practice Leader

Alexey Kassabov, CPA, CFP®

Principal

Sindhu Kattemalvadi

Associate

Carl Kaufman

Senior Associate

Beth Kearns

Partner

Timothy J. Keating

Partner

Mikel S. Keifer, CFA

Partner

James R. Keller, CFP®

Partner

Wendy Kelly, CFP®

Partner

Matthew Kenaston, AAMS®, CFP®

Partner

Michael Kennedy

Kathryn Kennedy, CFP®, CPA, JD

Partner

Kyle Kersting, CFA, CAIA

Partner

Haley Kestler

Associate

Adrian Ketri

Principal

Luke Ketzenbarger, CFA

Principal

Derek James Kilduff, MBA

Senior Associate

Harrison Kim

Senior Associate

Hannah Kim

Principal

Dustin Kindervater

Senior Associate

Becky Kingery, ARPS

Senior Associate

Matthew Kirby, CFP®

Senior Associate

Scott Kisselbaugh, CPA

Principal

Kate Kittinger, AEP®

Principal

Ekaterina Klimentova, CPA, CDFA®

Partner

Stephen Klingler, CFP®

Principal

Jeffrey Knight, CFP®

Senior Associate

Jessica Kobaly

Senior Associate

Kristen Koch, CFP®

Partner

Caroline Koenig

Associate

Caroline Koenig

Associate

Gavin W. Koenig, CEPA®, AIFA®, CRPC®

Principal

Colette Kolanko, CFP®, CDFA®, CPA/PFS

Senior Principal

Allen Kozel, CFP®

Principal

Steven L. Kramer, CFP®

Partner

Edward Kramer

Principal

Zoe Kreca, CFP®

Principal

Eric Kuehl

Partner

Geoffrey Kuli, CFA

Partner

Jenny Kunz

Associate

Steve Kurosko, CSRIC®

Partner & Practice Leader

Kyle Kursim, CFP®

Partner

Justine Kuzniar, CPA

Principal

Eunmi Kwon, CPA, CFP®

Principal

Pat Labriola

Partner

Brian Laegeler

Partner

Michelle Lally  

Associate

Jillian Lam

Partner

Bob Lambert

Partner

Adam B. Landau, CAIA

Partner & Practice Leader

Amy Lange, CFA, CFP®

Partner

Kyle Lantow

Associate

Rebecca LaPlant

Senior Associate

Seth Large, CFP®, EA

Principal

Gerry Larr

Partner

Dawn M. Lasek

Associate

Liliana Laskovic, MBA

Associate

Jillian Laughlin

Senior Associate

Sarah Lay

Principal

Jessica Layman, CFP®

Senior Associate

Tap N. Le

Principal

James Lebenthal, CFA

Partner & Chief Equity Strategist

Brandon Leckie

Associate

Bethany LeClair

Associate

Caleb Lee, CFP®

Senior Associate

Christine Lee, CFP®

Principal

Rita Lee, CPA, CDFA®, CGMA®, PFS

Partner

Brian Lee

Senior Associate

Jeremy Leffel

Associate

Cameron Lehrmann, CPA

Principal

Laura Leigh

Associate

Scott Lenet

Partner

Blake Lensing, CPA

Senior Associate

Thomas Leppert

Yola Lerch

Senior Associate

Daniel Levine

Principal

Boone Lewis

Senior Associate

Edward Liberman

Principal

Amy Lin

Senior Associate

Andy Lin

Associate

William Lincoln

Associate

Nicole Linton

Associate

Tom Lisnich, CPA

Principal

Austin Little, CFP®

Principal

Winky Liu

Principal

Ray Llewellyn, CFA, CFP®

Principal

Philip Logsdon, CPA

Principal

Cole Logsdon

Associate

Ben Lomazow

Partner

Nazira London

Associate

Richard Long, CFA

Partner

Talia Longo

Associate

Lori Sergi

Associate

Stefan Ludlow

Partner & Chief Technology Officer

Erik Lundberg

Louie Luong

Principal

Phong Luu, CFA

Principal

Miguel A. De La Luz

Associate

Emily Lynch

Senior Principal

Anne Lyons

Senior Associate

Evy Lyons

Senior Associate

Lyle Maasdorp, CFP®

Principal

Patrick Machell, CFA

Principal

Andy Machenheimer

Principal

Terri MacKay

Principal

Sanam Magan

Associate

Ian Maher

Associate

Steve Malbasa

Partner

Julia Malin, CFP®

Senior Associate

Kelly Mangum

Senior Associate

Robert Markus

Associate

Jordyn Marr

Associate

Alexis Marsh

Associate

Sam Marshall, CFP®, CPA

Partner

Jessica Marshall, FPQP

Senior Associate

Samuel Martin, AIF®, C(k)P®, CRPS®

Partner

Peter Martin, CPA

Partner

Jacqueline Martin

Associate

Saya Martin

Associate

Jeffrey St. Mary, CFA

Partner

Jamie Mason, MBA

Senior Associate

Ariella Masters

Senior Associate

Susan Matlow, JD, CFP®

Partner

Brian Mattingly, CFA

Principal

Tricia Mattingly

Associate

Joseph Matus, CFA

Principal

Demi Maya

Associate

Vince Mazzone, JD, EA

Principal

Imane Ait Mbiriq

Associate

Mary McCall, CPA

Senior Associate

Ray McCarthy, CPA

Principal

Michael McCarville, JD

Partner

Doug McClean, CISM®

Principal

Chuck McCurdy, CFA

Principal

Matt McDonald

Partner

Sean McDonald

Principal

Morgan McDowell

Senior Associate

Blake McGinley

Senior Associate

Matt McGinn

Partner

Paul McGloin

Partner

Matt McGrew, JD

Principal

Patrick McGuire, CPA

Principal

Matthew McKenna

Senior Principal

Dan McKenna

Principal

Carole McKeown

Senior Associate

Timothy McNally, CPA, CIMA®

Principal

Kelly McNerney, CFP®

Principal

LaTonya McPherson

Associate

Charles McRae, CFP®, CEPA®

Principal

Sarah Meiser

Senior Associate

Ruby Mendoza

Associate

Jessica Mendoza

Senior Associate

Miranda Merriman

Senior Associate

Matt Merry

Principal

Donna Metrou

Principal

Manuela Meyer

Associate

Isabella Milano

Associate

Abby Miles, CFP®

Senior Associate

Courtney Miller

Associate

Kyle Miller

Associate

Adam Miller

Senior Associate

Karl O. Mills, CFA

Partner

Julia Minder

Senior Associate

Kurt Miscinski

Partner, President & CEO

Kristen Mitchel

Senior Associate

Justin Mitchell

Associate

Truman Mitchell

Associate

Greg Mitseas

Principal

Ana Mojica

Senior Associate

Christine Monyak

Associate

Kyle Mooney

Associate

Amber Moore

Senior Associate

Sean Moore

Partner

Jennie C. Moore

Principal

Christopher Moore, MBA, CFP®, CRPC®

Principal & Director of Training

Matt Morehead, JD, CEBS

Partner

Carlos Moreno

Associate

Darin A. Morgan, CFA, CFP®

Principal

Kelly A. Morgan

Partner

Jonathan Morris

Principal

Angie Morrison, CPA, NQPA™

Partner

Owen Morrow

Senior Associate

Patrick Morrow, ChFC®

Partner

William Mozek 

Associate

Kent Muckel, CFA

Partner

Constantine Mulligan, CFA

Partner

Justine Muñoz, CFP®

Principal

Clay Murdy, CFP®

Partner

Justin Murphy, CFP®

Principal

Melanie Murphy, CPA

Principal

Patrick Murray, CFP®, CFA

Partner

Julia Murtha

Associate

Elizabeth Musarra, CPA, PFS

Partner

Darren Myers, CFA

Partner

Anne Myrseth

Principal

Lindsey Nadel

Partner

Douglas Nardi, CFA

Partner

Sally Nasser

Associate

Harout Nazerian

Principal

Lisa Neff, CFP®

Partner

Tabitha Negron

Senior Associate

Brad Nenni, CFP®

Senior Associate

Alan Ness, CFP®, AIF®

Partner

Nolan Neville

Associate

Seth Newby, CFP®

Senior Associate

Lesa Newell

Senior Associate

Geoff Newman

Principal

Phuong Nguyen

Associate

Abbee Nguyen

Senior Associate

Frances Ni

Partner

Steve Nielander, CFA

Partner

Katie Nolan

Senior Associate

Chase Norcini, CFA

Senior Associate

Joshua Norman, JD

Principal

Christopher O’Dore

Senior Associate

JoAnne O’Connell

Principal

Claire O’Keefe

Partner & Head of Partner Development

Resmena O’Meally, CPA

Partner

Rebecca Occhiline

Associate

Melissa Oduaran

Associate

Stephen Oliver, CFP®, CFA

Partner

Lizbeth Oliveras

Associate

Lindsay Olson

Principal

Matt Olver, CFP®, AEP®

Partner

Javier Ordaz

Senior Associate

William Osher, CFA

Partner

Michael Ottolini, CFA

Principal

Ben Pace

Partner & Chief Investment Officer

Krissi Paczolt, CPA

Senior Principal

Jeffrey Paladini, CFP®

Partner

Matt Paladini, CFP®

Partner

Carlie Palmer

Principal

Nick Di Palo

Associate

Marcia Paltenstein, CFP®

Principal

Leo Pandolfi

Associate

Kellie Panter

Senior Associate

Daniel Park, CFP®

Partner

Dean Parker

Senior Associate

Ty Parrish, CIMA®

Partner

Barbara Passafiume

Senior Associate

Aneri Patel

Senior Associate

Ally Patteson

Associate

Cristina Paul, CFP®

Partner

Farah Paul

Associate

Ellis Paull

Associate

Drew Paulsen

Associate

Jackson Pawley, CPA

Senior Associate

Zack Payne, CFP®

Senior Associate

Jackson Payne

Associate

Justina Pearman, CFP®, AAMS®, AWMA®

Senior Associate

Yelena Pelimskaya, CFA

Principal

Erin Pentz, AWMA®, ChFC®

Partner

Maria Pereyra

Senior Associate

Natalie Perez

Senior Associate

Lizzie Perkins

Associate

Blake Perkins

Senior Associate

Linda Pesa

Associate

Jeffrey J. Peters

Senior Associate

Stephen Petersen, CFA

Partner

Nicholas N. Petrelli, CFP®, CPWA®

Partner

Brittany Peyser

Partner

Katie Pfeifer, CFP®

Partner & Head of Workplace Solutions

Grant Pham

Associate

Jason Phan

Associate

Richie Phares, CAIA

Principal

Carman Phillips

Associate

Scott R. Phillips

Partner

Walker Phillips, CFP®, CIMA®

Partner

Bettie Pickett

Associate

Leanna Pierce

Associate

Kinga Pietrzycki

Associate

Andrejs Pilajevs, CFP®, MSFP

Principal

Nina Pilgrim

Senior Associate

Erin Piscitelli, CFP®

Principal

Simona Platukyte

Associate

Chris Pleshek, CPA

Senior Associate

Jessica Pomo

Principal

Derrick Poon

Principal

Quinn Portfolio, CFP®

Senior Principal

Kristen Potter

Principal

Matthew Powell

Senior Associate

Connor Powell, CPA

Principal

Dylan Power

Principal

Robert Pozen

Milena Price

Senior Associate

Jacqueline Price

Senior Associate

Mark Priebe, CPFA, NQPA™

Senior Associate

Brad Prosper, CFA, CFP®

Senior Associate

Art Prostick

Partner & Chief Compliance Officer

Bradon Pullyblank

Associate

Angela Pulver

Associate

Eric Purdy

Partner

Kathy Quigley

Principal

Neil Quinlan, CFP®, PMP®

Partner & Head of Operations

Meaghan Quinn

Principal

Matthew Raab

Principal

Kevin Rabbitt

Partner

Jack Rabuck, CFP®

Partner

Luke Ramey, CFP®

Principal

Steven L. Ramirez, CFP®, CFA

Principal

Lauren Rebber

Associate

Devin Reed

Associate

Alyssa Reese

Associate

Ally Reeves, CFP®

Senior Associate

Joe Reeves, CFP®

Partner

Ryan Reiff

Associate

Jill Reiter

Principal

Ben Reker

Associate

Alissa Rennacker

Senior Associate

Brady Reynolds

Associate

Dustin Ribergaard

Lead Concierge & Principal

Will Richardson

Senior Associate

Thomas Richardson, CPA

Partner

Andrew N. Riehl, CFA

Principal

Timothy Ringelstein, CFA

Principal

Abigail Risse

Associate

Andy Ritchie

Senior Associate

Melissa Rivera

Associate

Jeremy Robbins, CFP®, CPA

Principal

Kelly Robertson

Associate

Rhonda Robinett

Principal

Wendy Roddy, CFP®

Associate

Marianne S. Rodriguez, CFP®

Principal

Ryan Rodriguez

Associate

Derek Rogers, CFP®

Senior Associate

William Rohr

Principal

Robert Rohr

Principal

Daniel Rojas, CFP®

Senior Associate

Joe Rojas

Associate

Tristan Romo

Principal

Keisha Rose

Senior Associate

Anthony Rosetti, CFA, CFP®

Principal

Melanie Ross, CFP®

Principal

Sawyer Rothmann, CFA

Principal

Spencer Roule

Senior Principal

Meg Rowley

Partner & Practice Leader

Steve Roy

Senior Associate

Veronica Rubio, CFP®

Partner

Alexandera (Alex) Rudish

Senior Associate

Jake Rudy, MBA

Associate

Kelly Rueckert

Principal

Jeremy Runnels, CFP®

Partner

Jeff Rup

Principal

Salvatore Russo

Partner

Hannah Rutledge

Associate

Devon Ruttenberg

Partner

Tara Ryan

Partner & Chief Marketing Officer

Sherrell Sabree

Associate

Kamil Said

Senior Associate

Alex Saikali, CFA

Senior Associate

Sarah Saites

Principal

Sherman S. Salangad

Senior Associate

Jorge Salazar, CFP®

Partner

Chelsea Salins

Associate

Joseph Salpietro, ChFC®, AIF®

Partner & Practice Leader

Tina Salpietro, CFP®, CFT-I™

Associate

Margaret Saltalamacchia

Senior Associate

Marc Sanborn

Principal

Caden Sanchez

Associate

Jaimie Sander

Principal

Adam Sandler, JD, LL.M.

Senior Principal

Minnie Yao Sanford, CFP®

Principal

Samuel Sanguedolce

Associate

Sarah Santoro

Principal

Luis Emilio de Saro

Senior Associate

Kevin Sasena, CFP®, ChFC®

Senior Principal

Steven P. Saunders, CAIA, CFA

Principal

Nicole Scaffidi, IACCP®

Principal & Deputy Chief Compliance Officer

Becky Scaletta

Associate

Emma Schall

Associate

Isabel Scharmer, CFA

Partner

Dylan Scheid

Associate

Leonard Schlangel, CPA, JD

Partner

Theodore D. Schneider, CFA

Principal

Steve Schoneman, CFA

Partner

Aram Schotts, CFP®, CRPS®

Principal

Austin Schreck, CFP®

Principal

Amita Schultes, Ph.D.

Partner

Robert Schwagerl, CMT, CFTe

Principal

Jeanie Schwarz, CFP®

Partner

Abby Scott

Associate

Catherine A. Scruggs

Principal

Lauren Seaman, SHRM-CP

Principal

Rob Seco

Partner & General Counsel

Micah Sellinger

Senior Associate

Jillian Semiao

Principal

Matthew Serkes, CFP®

Partner

Madeline Serpico

Kalash Sethi

Associate

Matthew Shackelford

Senior Principal

Carson Shadowen, AWMA®

Partner

Suk Shah

Partner & Chief Financial Officer

Mary Shahian, CFP®, CDFA®, ChFC®, CKA

Partner

Colin Sharp

Associate

Amy Shatsky

Associate

Deborah Shaug, CFP®

Principal

Kirsten Shaw

Principal

Nick Sheeley

Associate

Kyle Shelley, CEPA®, CWS®

Partner

Timothy Sheridon

Senior Associate

Andrew Shestek

Senior Associate

William Shier, JD

Senior Associate

Bob Shier, JD

Partner

Mitchelle Shikhman

Senior Associate

Lindsey Shimin, ARPS

Senior Associate

JP Shinn

Principal

Chad Shoemaker, CPA

Senior Associate

Nikki Shopp

Associate

Samuel Short

Associate

R. Brady Siegrist, CFP®

Partner

Cole Sikorsky

Associate

Gary Silverman, CFA

Partner

Michelle Simek

Senior Associate

Aaron Simmons

Associate

AJ Simoncelli, CFA

Senior Associate

Jane Simons

Partner

Morgan Simpson

Senior Associate

Christina Simpson

Associate

Jason Simpson, CFP®

Principal

Emily Sims

Associate

Gideon Sims

Associate

Kim Singh

Senior Associate

Sway Singh

Associate

Marcella Skenderis

Associate

Matthew Sloan

Senior Associate

Jill Smart

Everett Smet

Associate

Robert C. Smith

Partner & Practice Leader

Neal Smith

Principal

Meghan Smith

Principal

Mallory Smith

Principal

Levi Smith

Principal

Lyric Smith

Senior Associate

Grant L. Smith

Associate

T.C. Smith

Senior Associate

Michael Smith-Vaughan, CFP®

Principal

Ellie Snyder, CFP®

Principal

Patricia M. Soares

Senior Associate

Esther Soleimani

Mona Soliman

Senior Associate

Javier Solis, CFP®

Partner

Robert J. Sollazzo, CFA

Senior Associate

Mitchell Somers

Associate

Paul Sommerstad, AIF®, QPFC®

Partner

Kumail Soni, CPA

Senior Associate

Logan Sorensen

Senior Associate

Will Soto

Associate

Michelle Soto, CDFA®, CFP®

Partner

Stephen Soviero

Principal

Alanna Spada, CFP®, MBA

Partner

Jessica Spaulding

Senior Associate

William Speciale, AEP®, JD

Partner & Practice Leader

Will Speight

Senior Associate

Will Spence, CFA

Principal

Judith Spencer

Associate

Shelby Stahr, CFP®

Principal

Marisa Stancroff

Associate

Kelley Stanford

Senior Associate

John Stanovich, CFP®

Principal

Thomas Stasel, CPA

Senior Associate

Matt Stazzone

Principal

Philip Steele, AIF®

Partner

Nicole Stefanelli

Principal

Dante Stefanelli

Senior Associate

Jean Steffan

Associate

Janet Stelpflug

Senior Associate

Katie Stenger

Associate

Shand Stephens

Associate

Kyler Stephens, CFP®

Senior Associate

John Stephenson

Senior Associate

Maggie Stewart

Principal

Dana Stinnett

Associate

Elizabeth W. Stone

Principal

Mitch Straub

Associate

Paul Stringer

Senior Principal

Allison Strouss

Associate

Alanson Stumler

Associate

Bret Stutzman

Partner

Marisela Suarez

Associate

Melody Suehiro, CFP®

Principal

Melody Suehiro

Samantha Sullivan

Associate

Julia Sullivan

Principal

Martin Sullivan

Jennifer Sullo

Senior Principal

Xiaoxuan (Tia) Sun, CFA

Associate

Alketa Sundquist

Senior Associate

Colleen Supran, CFA

Partner

Amy Suri, FPQP®

Senior Associate

Larry Sussman, CFA

Partner & Head of Corporate Finance

Howard Sussman, CFP®, JD

Principal

Bonnie Suveerachaimontian, ChFC®

Senior Principal

David Swallow

Senior Principal

Scott Swanson, CFA

Partner

Amy Swartzfager, CPA/PFS, MBA

Principal

Brendan P. Sweeney, CFA

Partner

Pam Swenson

Senior Associate

Dawson Swindler

Associate

Michael Syer, CFP®

Principal

Claudia Sykora, CPA

Principal

Megan Szerlong

Principal

Karina Szuster

Associate

Bryn Taday

Principal

Ayisha Tahir, JD

Principal

Sue Takano

Associate

Emily Taken-Vertz, CFP®

Principal

Victoria Talbot

Associate

Fred Tan, CFP®

Principal

Alec Tapia

Associate

Kenny Tarantino

Associate

Bridget Tarleton

Associate

Melissa Taro, CFP®

Senior Principal

Eric Tarsikes

Associate

Colin Tasi

Principal

Kindra Tatarsky

Partner

Emily Tay

Associate

Jack Taylor

Partner

Matthew Taylor

Partner

Jonathan Taylor, CFA

Partner

Natalia Tchetchoulina

Partner

Shaadi Tehran

Associate

Andres Terronez

Senior Associate

Madilyn Thacker

Senior Associate

Gabe Thelen

Associate

Robert E. Thieman, CPA, JD

Principal

Madeleine Thomas

Senior Associate

Trey Thompson, CFA

Partner

Paula Thompson

Associate

Kendra Thornburg

Senior Associate

Alessandra Thornton

Associate

Alexa Thorson

Senior Associate

Joe Tichenor, CFP®

Partner

Dan Timotic, CFA

Partner

Rob Tittle, CFP®, CPWA®

Principal

Megan Tivitt, CPA

Principal

Philip Tivitt

Senior Associate

Patrick Tobin, CFP®

Principal

Jonatán Toledo, MDiv

Senior Associate

AJ Tomas

Senior Associate

Marika Tonay

Principal

Scott Toomasson, FPQP

Principal

Justin Topping, CFA

Partner

Courtney Townley

Senior Associate

Jim Trujillo, CFP®

Principal

Zack Trygstad

Principal

Christina Tsai

Principal

Melissa Tse

Senior Principal

Talene Tse

Senior Associate

Brian Tu

Senior Principal

Carmen Tu

Senior Associate

Leslie Tudor

Associate

Gabriel Turner

Senior Associate

Erin Turner

Senior Associate

Christopher Turso, CFP®

Senior Associate

Brandon Tutak, AIF®

Principal

Douglas Tyson, CFP®, ChFC®

Principal

Mirza Ugarak, CFP®

Senior Associate

Beyza Ulasti

Associate

Amanda Ulczynski

Senior Associate

Dr. Peter Ulrich

Partner

James Upshaw

Associate

Tara D. Vagnone, CFP®

Partner

Mark T. Valickus , CFA

Principal

Carli Valinoti

Senior Associate

Myles VanderWeele, CFP®

Partner

Christine Vandrey

Senior Associate

Enoch Vanotoo

Associate

Juan Vasquez

Senior Associate

Tania Vasquez

Principal

Andrew Verdeyen, CFP®

Principal

Peter L. Viehl, CFA

Partner

Daniel Vignola

Senior Associate

Jose Vilar

Principal

Justyn Volesko, JD, LL.M.

Partner & Co-Head of Family Office

Evan Vulgamore

Senior Associate

Daniel Waddell, JD

Senior Associate

Alia Wagenhoffer, CFP®

Senior Principal

Linda Wagner

Principal

Mike Waldridge, ChFC®

Partner

Steve Walker

Partner

Thayer Walker

Senior Principal

Todd Walklett, CFA, CFP®

Partner

Angella Wallace

Associate

Emma Wallace

Associate

Joe Walsh

Associate

Bridget Walston

Principal

Noah Walton

Associate

Ming Zhu Wang

Principal

Julia Wang, CPA

Principal

Eric Warbrick, CPA

Senior Principal

Jacob Ward, CFP®, CPA

Senior Associate

Jack Warning

Senior Associate

Hannah Wassom, CPA

Associate

Ben Wassom

Associate

Jason Waters, CFP®

Partner & Practice Leader

Matt Watkins, CPWA®

Partner

Jennifer Watson, CPA

Principal

Laura Watts

Associate

Aaron Waxman, CFP®, CPA

Partner

Brittany Webb

Senior Associate

Aubrey Weber

Senior Associate

Cathy Wegner

Senior Associate

James Weimer, CFP®

Principal

Valerie Weinfeld

Senior Associate

Steven Weintraub, CFP®

Partner

Larry Weissman, CFA

Partner

Craig Wells

Partner

Tina Wells

Associate

Lisa West

Associate

Matt Westfall, CFA

Partner & Head of Portfolio Management

Kyle Westfall

Associate

Cathleen Westfall

Senior Associate

Kelsey Whatley

Principal

Colin Wheeler, CFP®

Partner

Karl Wichorek, CFA

Principal

Kenadee Wiggins

Associate

Emily Wilkins

Senior Associate

Kim Wilkinson

Partner

Garrett Will

Associate

Pace Williams

Associate

Elliot Williams, CFP®, CPA

Principal

Steve Williams

Partner & Chief Client Officer

EmJay Williams

Senior Associate

Katherine Willis, CFA

Partner & Practice Leader

Clay Willoughby

Associate

Olivia Wilson

Associate

Jenn Wilson, CPA

Senior Associate

Timothy A. Wissing, EA

Principal

Eileen Wixted

Senior Associate

Matt Wojtowicz, CPA

Senior Principal

Jordan Wolf

Principal

Susan Wolf

Partner

Andrew Wolfgang

Partner & Chief Training and Quality Officer

Tracey Wood-Sanford, CPA

Partner

Tom Woodhouse , CFA, CPA

Partner

Zach Woodward, CFP®, AWMA®

Principal

Brian S. Woosley, CPA

Senior Associate

Chuck Wright

Senior Associate

Kalefe Wright

Principal

Jon Yankee, CFP®

Partner & Practice Leader

Amanda E. Yearns

Associate

Peter Yoon, CFA

Principal

Brendan Yospa

Senior Associate

Bernadette Zatta, EA

Principal

Dustan Zavatsky, CFP®

Principal

Felix Zavisubin

Associate

Michelle Zeidan

Associate

Haoqing Zhang

Associate

Danelya Zholdasbekova

Associate

Sarah Zhu

Senior Associate

John Zimmerman

Principal

AJ Zimmerman, CFP®

Senior Associate

Debbie Zupkovich

Associate

Sandy Zurovski

Senior Associate

Joe Zurschmiede, CFP®, JD

Principal

Jeff Zych

Partner