People & Places

David Aaron

Partner & Practice Leader

Moises Abascal, MBA

Principal

Timothy Abbott

Senior Associate

Joseph Abdou, CFA

Principal

Louis P. Abel, CFA, CAIA

Partner

Rozeta Abovian, CTFA

Partner

Lloyd Abramowitz

Partner & Practice Leader

Carlos Acevedo

Associate

Jean-Luc Adam

Associate

Cole Adams

Associate

Joey Adams

Senior Associate

Kyle Adams, CFA

Partner

Samuel Afari-Aikins, CFP®, CKA

Partner

Maria Aguirre

Associate

Karim Ahamed, CFA

Partner

Gabe Aichholzer, CPA

Senior Associate

Rajat Aiyer

Senior Associate

Chris Akamine, CFP®

Partner

Kendall Albert

Associate

James Alexander, CFP®

Partner

Jason Alexander

Principal

Jessica Alexandre

Associate

Philip Alfonsin

Senior Principal

Wyatt Allen

Associate

Michael B. Allmon, CPA, MBT

Partner

Stefanie Allmon

Associate

Arman Ambartsumyan, CPA, MST

Senior Associate

Joseph Amicone, JD

Principal

Breana Ammon, CPA

Principal

Miles B. Amodeo, CFP®, ChFC®, EA

Principal

Ansh Anand

Associate

Andrew Anastasi, CPA

Partner

Candice Anastasi, CPA

Senior Associate

Mark Andersen, JD

Partner

Helen Anderson, JD

Senior Principal

William Anfuso

Partner

Sean Angelis, CFP®

Principal

Karen Angrisano

Principal

Jessie Angulo

Senior Associate

Lynne Anicete

Associate

Domenic Antonio

Associate

Laura Aquila

Associate

Gary Arakawa, CFA, CFP®

Partner

Nadia Arathoon

Associate

Jackie Armistead

Associate

Adam Armstrong, CFP®

Principal

Christopher Arotin, AIF®, CFP®, EA

Senior Principal

Abby Arrell

Associate

Delina Arroyo

Principal

Audrey Artoonian

Associate

Nikolai Arutiunov

Principal

Madlene Asikian

Senior Associate

Tabitha Aspling

Principal

Cheryl Athas

Senior Associate

Jacob Atkinson

Senior Associate

Nicole Attale

Senior Associate

Barbara Attardo, CFP®, AEP®, CDFA®

Partner

Richard Azarloza, CFA, CFP®

Partner & Practice Leader

Neetha Azeez

Senior Associate

Shelby Babcock

Principal

Kolbe Bachman

Associate

Chay Bagan

Associate

Anna Bagarian, CPA

Senior Associate

Chris Bagileo

Senior Associate

Ian Bai, CFP®

Partner

Laurie Beth Baird, CFP®, CPA, JD

Partner

Marissa Baker

Senior Associate

Tome Baldocchi, EA

Principal

Christie Ballenger

Senior Associate

Bella Balta, CRPS®

Senior Associate

Julie Banda

Principal

Amy Banker, AIF®

Senior Principal

Sonia Banks

Associate

Kelli Barkov

Principal

Justin Barley, CFP®

Principal

Michaela Barnum

Senior Associate

Michael Barry

Partner & Chief Growth Officer

Sam Barsh

Associate

Jonathan Bartfeld

Senior Associate

Carly Barton, CEPA®, JD

Partner

Tony Basalla

Partner

John Basford

Partner & Practice Leader

Ryan Basford

Associate

Gisèle Batubenge

Principal

Azar Bayat

Associate

Nader Bazlamit

Associate

Melissa Beach

Senior Associate

Audra M. Beachy, FPQP®

Principal

Bill Beattie, CFP®, CIMA®

Partner

David Beatty, CFP®

Partner

Steven Beck, CFP®, JD

Partner

Lily Becker

Senior Associate

Suzanne Beczak, CFP®

Principal

Frederic Behrens, CFP®

Partner

Tobias Bekele

Associate

Laurie Belew, CFP®

Partner & Practice Leader

Stephanie Bellisario

Principal & Client Experience Director

Christian Belz, MBA, CPA

Associate

Evan Benedict

Principal

Rebekah Bennett

Senior Associate

Carol Benz

Partner & Chief People Officer

Joshua Berdet, CFP®

Principal

Jamie Berens

Senior Associate

Greg Bergamesco

Partner

Erick von Berge

Partner

Elissa Berger

Associate

Gill Berger

Principal

Julian Bergerson

Associate

Jonathan Berrios, CFP®

Associate

Kim Besly

Senior Associate

Savannah Besso

Associate

Shehtaj Bhura

Principal

Manya Bhutani

Associate

Tanya Bi

Associate

David Bienstock

Senior Principal

Vadim Birman, CPA, MST

Principal

Chris Bittman

Partner

Allison Sullivan Black

Principal

Sarah Blackey

Senior Associate

John F. Blair, CFP®

Partner & Practice Leader

Steve Blair, CFE

Senior Associate

Devin Bluemling

Associate

Andrew Blumenthal, CFP®

Partner

Kevin Boddy

Senior Associate

Tim Bodmer

Associate

Alicia Boggio-Hair

Principal

Doug Bonaquist

Partner

Jennifer Boswell

Associate

Lily Boultinghouse

Associate

Graham Bowen

Associate

Jen Bowen

Principal

Adam Bowers, CFP®

Principal

John Bowlin

Kristin C. Bowser

Principal

Charlotte Clegg Bradley

Principal

Jason “J.B.” Brangers, EA

Partner

Hugues Le Bras

Principal

John G. Bratschi

Partner

Florence Bray

Senior Associate

Grace Brettkelly, CFP®, CFA

Partner

Andria Brewer, PCM®, CDMP®

Principal

Jennette Brilliant, CFP®

Partner

Casey Brock

Associate

Alec Broughton, CFP®, FBS®

Principal

Stephanie Broughton, ARPS, CPFA, NQPA™

Principal

Brooklyn Brown

Associate

Cameron Brown, CFP®, CTFA

Principal

Ginger Brown

Associate

Jared Brown

Associate

Mark Brubaker, CFA, MBA

Partner

Amanda Brummel, JD

Principal

Dustin Brutton, CFP®, ChFC®

Partner

Michael Bryan, CPA

Partner

Katie Buchanan

Senior Associate

Brianna Buckley, CFP®, CTFA

Principal

Kevin Buckley, CFP®

Partner

Kristi Buckley

Associate

Mike Buckley

Venture Advisor

Eric Budin

Partner

Brenda Bujanauskaite

Senior Associate

Jonathan Bulos

Associate

Erica Bunnell, CFP®

Partner

Joseph Burbella, CFP®, AAMS®, MBA

Senior Principal

Ryan Burch, CFA

Principal

Andrew Burger, CFP®, CFA

Principal

Craig Burger, CFA

Partner

Evelyn Burgess

Senior Associate

Cameron Burke, CFA

Senior Associate

Gerard Burke

Senior Associate

Christopher Burrows

Partner

Bonnie Burset

Senior Associate

Jeff Bushman

Senior Associate

Kasia Butkowska

Associate

Katie Butler, CPA

Principal

Kirill Buzinov

Principal

Farah Bylo

Senior Associate

Kemar Bynoe

Associate

Nicolas Caballero

Associate

Megan Caldarelli

Senior Associate

Tyler Calder, CFP®

Partner

Jim Callahan, CFP®, CFA

Partner

Patrick Callahan, CFA

Senior Principal

Erica Cameron, CFP®

Partner

Angélica Camp

Senior Principal

Jeanne Campbell

Senior Associate

Molly Campbell

Principal

Johnathon Campion, CFP®

Senior Associate

Jackson Camporin

Associate

Matthew Canner, CPWA®

Partner & Practice Leader

Jennifer Cannon

Associate

Diana Cantor

Andrew Caples, CFP®

Senior Associate

Jeffrey L. Caples, CFA

Partner

Anna Cappucci

Associate

Jessica Carbajal

Senior Associate

Zeca Cardoso, CFA, CAIA, FRM

Senior Principal

Tara Carley

Senior Principal

Scott Carlson

Senior Associate

Dawn M. Carpenter

Associate

Tessa Carr

Associate

Ingrid Carrasco

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

Ty Case

Associate

Brian Casey, CFP®

Partner

Sean Casey

Principal

Alison Cassorla

Senior Associate

Lynda Castellano

Partner

Christine Hettich del Castillo

Senior Associate

Ricardo Castro

Senior Associate

Julia Cavagnolo

Raoul Celerier, MBA, CEP®, CFP®, CRPC®

Partner

Cindy Chan, CFT™, MBA

Principal

Eric Chang, CFA

Principal

Becky Whetstone Cheetham

Associate

Jing Chen, MBA

Senior Associate

Michelle Chen

Senior Associate

Yanming Chen

Associate

Maddie Chestang

Associate

Dr. Indu Chhachhi

Principal

Joming Chiang, CFA

Principal

Kelvin Cho

Associate

Sonja Choate

Associate

Wyatt Chochrek

Associate

Nahif Chowdhury

Senior Associate

Orion Choy

Principal

Emily Christensen

Associate

Sarah Christensen, CFP®

Senior Associate

Joshua Christian

Principal

Katelyn Christiansen, MBA

Principal

Patricia Christiansen

Associate

Hannah Reimer Christopher, CFP®

Principal

Jane Ann Chrumka, CFP®

Principal

Andrew T. Chudy

Partner

Carol Clark

Senior Associate

Cathy Clark

Kim Clark, CPA/PFS, CFP®

Principal

Mariah Clark, CFP®, EA

Principal

Sheila Clark, CPA

Senior Associate

Jake Clemens, CFA, CFP®

Senior Principal

Jacob Clemons, CPA

Principal

Dena Clifford

Associate

Karen Clinkenbeard

Senior Associate

Adam Cohen, CAIA

Senior Principal

Mike Cohen, AIF®

Principal

Miryam Cohen

Senior Associate

Tom Cohn, CFA

Partner & Chief Solutions Officer

Nicholas Colangelo, MBA

Principal

Brayden Colbert

Associate

Felicia Cole

Senior Associate

Garrett Collard, CRPS®

Senior Associate

Lucy Collins, PMP®

Principal

Gregory Del Colombo, CFP®, ChFC®

Associate

Felicia Colson-Wong

Principal

Lindsay Colvin

Associate

Ciara C. Colón

Associate

Cat Conger

Associate

Alex Conlin, CFP®

Associate

Sergio Contijoch

Principal

Brian Cook, CFP®

Partner & Practice Leader

Kyle Cook, CFP®

Principal

Andrew Cooper

Partner & Co-Head of Family Office

Dylan Cooper, CFP®

Principal

Whitney Cope

Associate

Connor Corbin

Senior Associate

Jon Cordes, CPA

Principal

Jennifer Cornell

Senior Associate

Patrick Corrigan, CFP®, CDFA®

Partner

Eric Corriveau, CPA

Principal

JD Costello

Senior Associate

Kevin Costello, PMP®

Senior Associate

Maddie Costlow

Senior Associate

Meghan Cottrell

Principal

Allison Coté

Senior Associate

Ralph Coutant, CFA, CMT

Senior Principal

Trevin Cox

Senior Associate

Zac Cravez, CFP®

Associate

Brady Crawford

Senior Associate

Jodi Credit

Senior Associate

Taylor Crimmins

Associate

Hannah Crockett, PMP®, MBA

Senior Associate

Chris Cronin

Senior Principal

John Crosbie, CFA

Principal

Olivia Crosswell

Associate

Nataliya Crouse

Principal

Eric Crowder, CFA

Principal

Kimberly Crowley, CFP®

Partner

Todd L. Crowley

Senior Principal

Kayla Cuevas, CRPS®

Senior Associate

Jon Cullom

Senior Principal

Brendan Cunningham

Senior Associate

Micayla Cunningham

Associate

Dan Cupkovic, CFP®

Partner

Jennifer Curnow

Associate

Dan Curran, CPA

Senior Principal

William T. Curran, CIMA®

Partner

Aaron Curry, CFP®

Principal

Russ Curry, CFP®

Senior Associate

Chris Curtis

Partner & Chief of Staff

Jeff Curtis, CFA

Partner

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

Partner

Steven Cutcliffe

Partner & Practice Leader

Zack Czarnecky

Associate

Anna Czulno, PMP®, CAPM®

Senior Associate

Kirsten Daamen

Principal

Kenneth Daly

Principal

Skyler Daly

Associate

Elese Daniel

Associate

Virginia Darden

Associate

Rahul Daryanani

Senior Principal

Nate Dashiell

Associate

Marie David, CFP®

Principal

Christina Davis

Senior Associate

Jeremy Davis, CFP®, CExP™

Principal

Joshua Davis

Partner

Robert Davis, CAIA, CFA, MBA

Partner

Elizabeth Dawson, CFA, CFP®

Partner

Fiona Dean

Senior Associate

Eden Deanhardt

Associate

Brett Dearing, CEPA®, CM&AA

Partner

Daniel Deatrick, MBA

Associate

Sarah DeCamp, ChFC®

Partner

Breanna Decker

Associate

Thomas Decker, CFP®, CEPA®, CPWA®

Senior Principal

Amanda Dekki, JD

Partner

Elizabeth Delude, CFA

Senior Principal

Joel DeMaria, CFP®

Partner

Avalon DeNecochea

Associate

Chris Denisulk, CPA

Partner

Joseph DeSaye

Senior Associate

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

Partner

Jason Deshayes, CFP®, CKA®, CPA/PFS

Partner & Co-Practice Leader

Liz deSousa, CFP®, CDFA®, TPCP®

Principal

Anthony DeTurris

Senior Principal

William Detwiler

Associate

Robert L. Devinney, CFP®, ChFC®

Principal

Grace Dewees, CFP®

Associate

Gary Diamond, CPA

Partner

Isabella Diamond

Associate

Josh Diamond, CPA

Partner

Carmen Diaz

Principal

Tony Diaz

Senior Associate

Eva DiFondi

Associate

Haley Diggan

Associate

Lenée Dirzuweit

Principal

Michael Disharoon, CFA

Partner

Dalton Dixon

Senior Associate

Anthony Doe

Senior Associate

Andrew Doherty

Associate

Dustin Dolloway, CFP®

Senior Associate

Cheryl Donaldson

Senior Principal

Neal Donhoff, CFP®

Principal

Dan Donofrio, CFP®

Partner

William Donovan, CPA

Senior Associate

Kevin Dorwin

Partner & Practice Leader

Trystan Downey, EA

Associate

Brian J. Doyle

Principal

Katrin Doyle

Principal

Mimi Drake

Partner & Practice Leader

Julio V. Driggs, JD, CFP®

Principal

Bentley Dudek

Associate

Ethan Duffy

Associate

Justin DuMouchelle, CFA, CFP®

Partner & Practice Leader

Brock Dungan

Associate

Daniel Dunham, CFP®, AAMS®, ChFC®

Senior Associate

Jonathan Dunham, CFP®

Principal

Pierre duPont

Partner

Kimberly Duran

Senior Associate

Trina Durbin

Senior Associate

Sarah Durham

Senior Associate

Levent Durmus, CFA, CFP®

Principal

Rebecca Dutka, CFA

Partner

PJ DuWors

Senior Principal

Rahm Dvir, MBA

Partner

Matthew Dwyer, CFP®

Senior Associate

Alexander Dyumin

Senior Associate

Paul D’Elia, CFP®

Partner

Clint Eakles, CFP®

Principal

Brecken Eatherton, CFA

Senior Associate

Brandon Eckhardt

Senior Associate

Connor Edelen

Associate

Brad Edson, CFA

Senior Principal

Michael Eglow

Principal

Hamza Elhabbal, MBA

Senior Associate

Luka Eller

Associate

Anne Elliott

Senior Associate

Jennie Elliott

Senior Associate

James Ellis

Principal

Jennifer Ellison, CFA

Partner

Kristen E. Ellison

Partner

Kelly Emerine

Principal

Megan Endersby

Senior Associate

Jonathan Endo

Partner

Sam Escorcia

Associate

Natalee Esposito​

Principal

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

Partner

Liza EsselSagoe

Senior Associate

Bennett Estes, CFP®

Associate

Ini Etuk

Senior Associate

Owen Evans, CFA

Senior Associate

Ryan Eversole, CFP®

Partner

Alex L. Faber, CFA, CFP®

Senior Principal

Adrian R. Fadrhonc

Partner

Andrew Fairman, CFA, CFP®

Partner

Cecilia Fajardo

Principal

Jason Fajardo

Associate

Bryce Falcon, CPA, MBT

Partner

Daniel C. Fan, JD, LL.M., CFP®

Partner

Tyler Fanyo-Tabak

Associate

Jessica Farina, CPA

Principal

Aisha Farooq

Associate

Jessica Farrell, CFA

Partner

JC Faubion, CFA, CAIA, MBA

Principal

Sara Feder, CFP®

Principal

Cameron Feldman

Associate

David Feldman

Senior Associate

Clayton Feller, CFP®

Associate

Paxton Ferencak

Associate

Christina Ferguson

Associate

Christian Ferreira

Senior Associate

Joe Ferreira, CFP®, CPWA®

Partner

Phillip Fetter

Associate

Eldar Feyzulov, CFP®, CFA

Senior Associate

Charlie Fidler

Senior Associate

Kellye Fields

Associate

Kimberly Fields

Senior Associate

Lucas Fields

Senior Associate

Grace Finn, CFP®

Senior Associate

Scott Finn

Principal

Patrick Fischbach

Principal

Michael B. Fischer, CFP®

Partner

Andrew Fisher, CFA, CPA

Partner

Stacy L. Fisher

Principal

Steven J. Fishman, CPA

Partner

Colleen Flannery, CFA

Principal

Steve Florance, CFA

Principal

Victoria Flores-Manrique, CTFA

Senior Associate

Kimberly Flynn, CFP®, MST

Principal

Mariella Foley, CFP®, ADPA®, CDFA®

Partner

Matthew Foppiano

Senior Associate

BJ Ford-Merucci

Associate

Kent Forkner

Partner

Mikaela Forshay

Associate

Lauren Foster

Associate

Matthew Foster

Senior Associate

Cathleen Fougere

Principal

Joanne Fowler

Senior Associate

Nicole Fox, CFP®

Partner

Monica Foy

Senior Associate

Vincent Francom, CFA, CAIA

Senior Principal

Kacey Franich

Associate

Candice Frank

Senior Associate

Joe Fraser, CFP®

Senior Associate

Nathaniel Fraser, CFA

Partner

Nick Fratianni, CFP®, MBA

Principal

Kathy Freed

Principal

Joshua Freimark

Associate

Laurie Fried, CFP®, CDFA®, MAFF

Partner

Virginia Frisch

Associate

Lauren Frka, MBA

Senior Associate

Johanna Furlong

Senior Associate

Mel Gaceta

Venture Advisor

Parinitha Gaddam

Associate

Mary F. Gallagher, CPA

Senior Associate

Ana Galutera, CFP®

Partner

Alison J. Gamble

Partner

Chris Ganey, CFP®

Associate

Marco Moreno Garcia

Partner

Sam Garcia, CFP®

Principal

Thomas Garrett, CFA, CAIA, FRM, MBA

Senior Principal

John Garris, CFP®

Principal

Doug Garrison, CFP®

Partner

Kris Gasparac

Principal

James P. Gauthier, CFA

Partner

Will Geiger

Partner

Jonah Gelhaus, CFP®

Senior Associate

Lisa Georgiou

Associate

Joe Gerace

Principal

Jesse Gerdes

Associate

Scott Gerlach, CFP®

Partner

Stephanie Gervacio

Associate

Marcel Gesell, CFA, MBA

Principal

Zeina Ghaly

Senior Principal

Arman Ghazaryan, CPA

Senior Associate

Justin M. Giacona, CPA

Principal

Steven J. Giacona, CPA

Partner & Practice Leader

Michael Giammatteo

Partner

Casey Gibb

Associate

Chambers Giblin, CFA

Senior Associate

Bethany Gibson

Senior Associate

Thomas Giddings

Partner

David Gifford

Partner

Corinne Gileski

Senior Associate

Garrett Gillett

Principal

Cashel Giordano, CFP®

Associate

Brody Girsky

Associate

Jeffrey Glassman

Partner

Todd D. Glisson, CFP®

Partner & Co-Practice Leader

Zach Goedde, CFP®

Associate

Andy Goldman

Principal

Caroline Good, CFP®

Principal

Bridget Goodbody, CFP®, CAP®

Senior Associate

Anabelle Goodier

Associate

Lauren G. Gooding, CTFA

Principal

Emily Goodwin

Associate

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

Senior Associate

Dajion Grant

Principal

Rich Grant

Partner

Samantha Grant, CFA, CAIA, MBA

Senior Principal

Kim Graven

Senior Associate

Cael Gray

Associate

Colin Gray, CFP®

Partner

Shelia Gray

Principal

Katelynn Green

Senior Associate

Michael Greenen, CFP®, CEPA®, CGMA®, CPA, PFS

Senior Principal

Carrie A. Grey, CPA, CFP®, CVA®

Principal

Michael Griffin, JD, C(k)P®, CRPC®, MBA

Partner & Head of Partner Recruiting

Lila Grimard

Associate

Cameron Grimm, CFP®

Senior Associate

Kristopher Grimmer, CPA

Principal

Brandon J. Gromadzki, CFP®, MSPFP

Senior Associate

Alexander Gross, CFP®, AEP®, CPA/PFS

Partner

Todd Gruenig, CFP®

Principal

Oscar Guerrero

Senior Associate

Theresa Guinto

Associate

Ragui Guirguis

Associate

Marisa Gulias

Associate

Erika Gunbeyi

Senior Associate

Brandon Gunning

Senior Associate

Brad Gutzler

Principal

Colby Hackerman, CFA, CPA

Partner

Bill Hageboeck, CFP®

Partner

Alex Hale

Principal

Shane Hall, CFP®, CAIA, CPWA®

Partner

Grant Halsey

Senior Associate

Laura Leigh Halter

Associate

Tyler Hampton

Principal

Talia Hamrick

Associate

Joo Yeol Han, CPA

Senior Associate

Crystian Hand

Associate

Ashley Haneiko

Associate

Jonah Haney

Associate

Ben Hardin, CFP®

Principal

Sadie Hardt

Senior Associate

Molly Hardtner

Associate

Adam C. Hardy, CFP®

Principal

Charlotte McGibbon

Principal

Jeff Harris, MBA

Partner

Kayleigh Harris

Senior Associate

Khalil Harris

Associate

Susan Hartley-Moss, CTFA, TEP

Partner

Nicholas Hartnett, CFA

Senior Principal

Erica Hartog, CPA

Partner

Justin Hatley, MBA

Principal

Aimee Hauff

Senior Associate

Gregory G. Heard

Partner

Sarah Heddins

Senior Associate

Andrew Helfont, CFA

Partner

Ashley P. Hembree, CFP®

Principal

Christopher Hemstead

Partner & Head of Practice Development

Jonathan Henderson

Principal

Kaycee Henderson

Associate

Justin Henegar, CFP®, CFA, CKA®

Principal

Bob Hennes, MBA

Senior Principal

Josh Herman, EA

Senior Associate

Ted Hermann, MBA

Senior Principal

Delia Hernandez

Principal

Gabriel Hernandez

Senior Principal

Emily L. Herring, CPA

Principal

Jenny Herring, APR

Senior Associate

Siegi Herzl-Betz, JD, MBA

Senior Principal

Eric Hiatt, CFP®

Principal

Elizabeth Hicks

Principal

Rebecca Hilchey

Senior Associate

Kevin Hilden

President

Jason Hill, CEPA®, CPA

Partner

Taylor Hill, CPA, CFP®

Principal

Adam Hills

President - Cerity Partners International

Ann Marie Hindley, CFP®

Principal

Kevin Hines, JD, MBA

Senior Principal

Caroline Hirt, CFP®

Senior Associate

Morgan Hobbs

Associate

Masha Hodi

Partner & Colleague Engagement Officer

Andrew Hoercher

Partner

Kimberly Hoffman

Senior Associate

Rebecca Holcomb

Associate

Scott Holley

Partner

Zack Holley

Partner

Michael Holloway, CFP®

Partner

Caren Holzhauer

Associate

Caroline Honour

Associate

Jaclyn Hood

Associate

Reggie Hopton

Senior Associate

Sandra Horne

Partner

Adam Hornek, CFP®

Partner

William Horner

Principal

David Horowitz

Partner

Dan Hougard, FSA, CFA

Principal

Hunter Houser, FPQP®

Associate

Lyman Howard, CFA, CFP®

Partner

David J. Howell

Principal

John Hu

Associate

Kaixia Hu

Associate

Aurelius Huang, CPA, MST

Senior Associate

George Hubbard

Partner

David Hudson, CFP®

Partner

Jenny Huelsman, CFP®, CSA®

Principal

Jackie Bodmer Huerter

Senior Associate

Connor Hufer

Senior Associate

Mike Hughes, CFA, CAIA, MBA

Senior Principal

Sandra Humphries

Associate

Tim Hunt

Senior Associate

Robert Hunter

Associate

Nancy Huynh, CPA

Senior Associate

Albert Hwang

Senior Associate

Colin Hyatt

Associate

Brian W. Hyde, CPA

Senior Associate

Bruce A. Hyde, CPA

Partner

John Hyman, CIMA®

Partner & Head of Investment Management

James Izard II

Partner

Frederick A. Allner, III

Partner

Henry “Sandy” Harris III, CFA

Partner

Patrick W. Larkin III, CFP®, CIMA®

Partner & Practice Leader

Tara Ingleright

Senior Associate

Rhonda Inskeep

Senior Associate

Daniel Israeli, CFP®, CFA, CPA

Senior Associate

Abrielle Ivey

Principal

Teppo Jaakkola

Senior Associate

Henry Jackson

Associate

Nick Jackson, CFP®, AIF®, JD, QPFC®

Senior Principal

Nikki Jagdman

Senior Associate

Arlene James

Senior Principal

Bill James

Senior Associate

Darcy James

Senior Associate

Elliot James

Associate

Maxine Jamison

Associate

Kyle Jangard, CFA

Principal

Joseph J. Janiczek, MSFS, ChFC®

Partner & Practice Leader

William Jasien

Robert Jeffers

Partner & Chief Operating Officer

Dale Jellison

Principal

Shannon Jenkins, CEPA®, CFP®, CPA

Partner

Tyler Jenkins, CPA

Principal

Abraham Jimenez, CFP®

Principal

Alex Jimenez, JD, LL.M.

Partner

Dimitrian Jimenez, CFP®

Senior Associate

Kathryn Jodon

Principal

Jacob Johns

Associate

Blake Johnson, CFP®

Senior Principal

Daniel Johnson

Associate

Kyle Johnson

Associate

Margaret Johnson

Senior Associate

Peter A. Johnson

Partner

Riley Johnson

Associate

Saxon Johnson

Associate

Will Johnson

Senior Principal

Anne Johnston, CFP®

Partner

Nicole Joko, CFP®

Partner

Austin Jones, CFP®

Principal

Eric Jones, CFA

Principal

Jack Jones

Senior Associate

Kevin Jones

Senior Principal

Robert E. Jones

Principal

Thomas F. Jones

Partner

Thomas S. Jones

Partner

André De Jong, FPQP

Senior Associate

Wesley Jorette

Senior Associate

Samantha Josselyn

Associate

Christopher Shelby, Jr., CFA

Senior Principal

Daniel J. Coleman, Jr., CFP®

Principal

Joe Vet, Jr., CPA

Partner

Wickliffe Lyne, Jr.

Senior Principal

Benjamin Juengling

Senior Associate

Brian Juliano

Senior Associate

David Jumper, CFA

Partner

Lamine Kaba

Associate

Urenna Kalu-Onuma

Senior Associate

James Kane

Associate

Lynda Kane

Senior Associate

Stacee Kane

Associate

Evan Kaplan, CFP®, CFA

Partner

Kwame Karl-Agbee

Associate

Tom Karsten

Partner & Practice Leader

Alexey Kassabov, CPA, CFP®

Principal

Sindhu Kattemalvadi

Associate

Michael Katzovitz

Senior Associate

Carl Kaufman

Principal

Erin Kavanaugh, CFP®

Senior Associate

Rupali Kaypee

Principal

Beth Kearns

Partner

Timothy J. Keating

Partner

Tyler Keegan, CFP®

Senior Associate

Mikel S. Keifer, CFA

Partner

Wendy Kelly, CFP®

Partner

Matthew Kenaston, AAMS®, CFP®

Partner

Kathryn Kennedy, CFP®, CPA, JD

Partner

Michael Kennedy

Daniel Kerr, CFP®

Partner

Kyle Kersting, CFA, CAIA

Partner

Luke Ketzenbarger, CFA

Principal

Lindsay Keville

Associate

Hashim Khan

Senior Associate

Derek James Kilduff, MBA

Senior Associate

Hannah Kim

Principal

Harrison Kim, CFP®

Senior Associate

Dustin Kindervater

Senior Associate

Becky Kingery, ARPS

Senior Associate

Scott Kisselbaugh, CPA

Principal

Kate Kittinger, AEP®

Principal

Liesl Klages

Associate

Manfred Klee

Associate

Ekaterina Klimentova, CPA, CDFA®

Partner

Stephen Klingler, CFP®

Senior Principal

Jeffrey Knight, CFP®

Senior Associate

Young Ko, CPA

Principal

Jessica Kobaly

Senior Associate

Kristen Koch, CFP®

Partner

Kevin Koehler, CFA

Principal

Caroline Koenig

Associate

Gavin W. Koenig, CEPA®, AIFA®, CRPC®

Principal

Julia Koenig

Associate

Stephen Kolaga, CFP®, CAP®, ChFC®

Senior Principal

Colette Kolanko, CFP®, CDFA®, CPA/PFS

Senior Principal

Drew Kootman, CFA, CMT

Senior Principal

Micaela Kornkven, EA

Senior Associate

Allen Kozel, CFP®

Partner

Andrew Krajewski

Principal

Edward Kramer

Senior Principal

Larry T. Kramer, CPA

Senior Associate

Steven L. Kramer, CFP®

Partner

Dan Kraus, MBA, APMA®, CFP®, CRPC®

Partner & Practice Leader

Zoe Kreca, CFP®

Principal

Paul Kreiselmaier, CFA, MBA

Senior Principal

Gary Krisanda

Partner

Eric Kuehl

Partner

Jenny Kunz

Associate

Steve Kurosko, CSRIC®

Partner & Practice Leader

Kyle Kursim, CFP®

Partner

Justine Kuzniar, CPA

Principal

Brian Kwan, CFA, CAIA, MBA

Partner

Eunmi Kwon, CPA, CFP®

Principal

Brian Laegeler

Partner

Regina Lahsin

Senior Principal & Director of Practice Marketing

Kristin Laliberte

Principal

Michelle Lally  

Associate

Jillian Lam

Partner

Bob Lambert

Partner

Quinn LaMontagne, CFP®

Associate

Keith Lamoutte, CFA

Senior Principal

Adam B. Landau, CAIA

Partner & Practice Leader

Amy Lange, CFA, CFP®

Partner

Kyle Lantow, CFP®

Senior Associate

Rebecca LaPlant

Senior Associate

Dorienne Larbig

Associate

Seth Large, CFP®, EA

Principal

Angela Larkin

Senior Associate

Gerry Larr

Partner

Alicia Lasch

Senior Principal

Dawn M. Lasek

Associate

Susan Lash, CPA

Partner

Liliana Laskovic, MBA

Senior Associate

Jillian Laughlin

Senior Associate

Sarah Lay

Principal

Jessica Layman, CFP®

Senior Associate

Tap N. Le

Principal

James Lebenthal, CFA

Partner & Chief Market Strategist

Brandon Leckie

Associate

Bethany LeClair

Senior Associate

Blas Lee

Principal

Brian Lee

Senior Associate

Caleb Lee, CFP®

Senior Associate

Franklin Lee

Senior Associate

Rita Lee, CPA, CDFA®, CGMA®, PFS

Partner

Victor Lee

Senior Principal

Andrew Leege, CFP®

Partner

Jeremy Leffel

Associate

Cameron Lehrmann, CPA

Senior Principal

Laura Leigh

Associate

Scott Lenet

Partner

Lee Lenkoff, JD, MBA

Associate

Blake Lensing, CPA

Senior Associate

Sean Leonard, CFP®, CFA, MBA

Partner

Thomas Leppert

Yola Lerch

Senior Associate

Daniel Levine

Principal

Boone Lewis, CFP®

Senior Associate

Jeff Lewis

Senior Associate

Savannah Lewis

Associate

Solomon Lian

Associate

Edward Liberman

Principal

Amy Lin

Senior Associate

Andy Lin

Senior Associate

William Lincoln

Associate

J. Banks Link, CFA

Partner & Co-Practice Leader

Nicole Linton

Senior Associate

Tom Lisnich, CPA

Principal

Austin Little, CFP®

Principal

Winky Liu

Principal

Ray Llewellyn, CFA, CFP®

Principal

Caroline Lochner

Senior Associate

Cole Logsdon

Associate

Philip Logsdon, CPA

Principal

Ben Lomazow

Partner

Nazira London

Associate

Oscar Londono

Associate

Richard Long, CFA

Partner

Autumn Loose

Associate

Jessica Lopez

Associate

Karin Lopez, MBA

Partner

Noe Lopez, CFP®

Principal

James Di Lorenzo

Associate

Carlee Luciano

Senior Associate

Stefan Ludlow

Partner & Chief Technology Officer

Erik Lundberg

Phong Luu, CFA

Principal

Miguel A. De La Luz

Associate

Emily Lynch

Senior Principal

Matt Lyon

Principal

Anne Lyons

Senior Associate

Lyle Maasdorp, CFP®

Principal

Patrick Machell, CFA

Principal

Andy Machenheimer

Principal

Timothy C. Macherone, MBA

Principal

Jeffrey MacLean, MBA

Partner & Practice Leader

Sanam Magan

Associate

Ian Maher

Associate

Andrew Majernik

Associate

Steve Malbasa

Partner

Kiran Malik, CFA

Senior Principal

Julia Malin, CFP®

Principal

Lauren Smith Mallon, CFP®

Senior Principal

Kelly Mangum

Senior Associate

Brett E. Mann, CPA

Senior Associate

Michael Mannix, CFP®, MBA

Senior Associate

Bobby Markus

Associate

Shiloh Markus

Associate

Jordyn Marr

Associate

Colton Marschik

Associate

Alexis Marsh

Associate

Jessica Marshall, FPQP

Senior Associate

Sam Marshall, CFP®, CPA

Partner

Jacqueline Martin

Associate

Madison Martin

Associate

Marie Martin

Associate

Peter Martin, CPA

Partner

Samuel Martin, AIF®, C(k)P®, CRPS®

Partner

Saya Martin

Associate

Ed Martinez

Principal

Santiago Martinez, CPA, MBT

Principal

Jeffrey St. Mary, CFA

Partner

Jamie Mason, MBA

Senior Associate

Ariella Masters, CFP®

Senior Associate

Susan Matlow, JD, CFP®

Partner

Tricia Mattingly

Associate

Joseph Matus, CFA

Principal

Demi Maya

Senior Associate

Stefanie Mazariegos

Associate

Kevin J. Mazur

Senior Associate

Vince Mazzone, JD, EA

Principal

Brett McBroom

Associate

Ray McCarthy, CPA

Senior Principal

Michael McCarville, JD

Partner

Doug McClean, CISM®

Principal

Brenda McCombs, IACCP®

Principal

Ryan McConeghy

Principal

Kraig McCoy, CFA

Partner

Chuck McCurdy, CFA

Principal

Matt McDonald

Partner

Morgan McDowell

Senior Associate

Tim McEnery, CFA

Partner

Blake McGinley, CFP®

Senior Associate

Matt McGinn

Partner

Paul McGloin

Partner

Mackenzie McGraw

Associate

Matt McGrew, JD

Senior Principal

Patrick McGuire, CPA

Principal

Dan McKenna

Principal

Matthew McKenna

Partner

Carole McKeown

Senior Associate

Lysa Kramer McMahon, MBA

Partner

Patrick McMahon

Associate

Timothy McNally, CPA, CIMA®

Partner

Lissa McNaughton, MBA

Senior Principal

Chris McNeal, CFS®

Senior Principal

Kelly McNerney, CFP®

Principal

Sarah McNutt

Partner & Practice Leader

LaTonya McPherson

Associate

Charles McRae, CFP®, CEPA®

Partner

Ed Meek, CFP®

Partner & Practice Leader

Nathan Meek

Associate

Sarah Meiser

Senior Associate

Janice Melendez

Associate

Casey Melnick

Associate

Jessica Mendoza

Principal

Jane Merkle

Associate

Miranda Merriman

Senior Associate

Matt Merry

Principal

Donna Metrou, CFP®

Principal

Anneke Meulblok

Senior Associate

Kelly Meyer, CRPC®

Senior Associate

Abbey Mielnicki, CFP®, MBA

Senior Associate

Isabella Milano

Associate

Marc Milano

Associate

Abby Miles, CFP®

Senior Associate

Jonathan Milhalter, CPA

Associate

Adam Miller

Senior Associate

Courtney Miller

Associate

Heather Miller

Senior Associate

Joey Miller, MBA

Senior Principal

Kyle Miller

Associate

Kylie Miller, CPA, CFP®, MBA

Principal

Tate Miller

Associate

Karl O. Mills, CFA

Partner

Jennifer Milne

Senior Associate

Julia Minder

Senior Associate

Kurt Miscinski

Partner & Chief Executive Officer

Kristen Mitchel

Senior Associate

Alex Mitchell, CRPC®

Senior Associate

Joe Mitchell, JD, MBA

Partner

Justin Mitchell

Senior Associate

Lisbeth Mitchell

Principal

Michael Mitchell, JD, CFP®

Senior Principal

Truman Mitchell

Associate

Greg Mitseas

Principal

Wynne Moffet

Associate

Ana Mojica

Senior Associate

Christine Monyak, AIF®, CPFA

Senior Associate

Kyle Mooney

Associate

Amber Moore

Senior Associate

Ash Moore

Senior Associate

Jennie C. Moore

Principal

Krissy Moore

Associate

Sean Moore

Partner

Erik Mora, CPA

Associate

Matt Morehead, JD, CEBS

Partner

Brandon Morgan

Senior Associate

Darin A. Morgan, CFA, CFP®

Principal

Kelly A. Morgan

Partner

Jonathan Morris

Senior Principal

Angie Morrison, CPA, NQPA™

Partner

Patrick Morrow, ChFC®

Partner

Will Morton

Associate

Adriana Mota, CPA

Senior Associate

Abram Moudi

Associate

William Mozek 

Associate

Kent Muckel, CFA

Partner

Josh Mudse, CFP®

Principal

Constantine Mulligan, CFA

Partner

Clay Murdy, CFP®

Partner

Justin Murphy, CFP®

Senior Principal

Melanie Murphy, CPA

Principal

Patrick Murray, CFP®, CFA

Partner

Julia Murtha

Associate

Elizabeth Musarra, CPA, PFS

Partner

Justine Muñoz, CFP®, CDFA®

Principal

Darren Myers, CFA

Partner

Anne Myrseth

Senior Principal

Lindsey Nadel

Partner

Mike Nannini

Partner

Alexandra Nardi

Associate

Douglas Nardi, CFA

Partner

Dimitri Natsis, CFA

Senior Associate

Harout Nazerian

Principal

Lisa Neff, CFP®

Partner

Tabitha Negron

Senior Associate

Brent Nelson

Partner

Brad Nenni, CFP®

Senior Associate

Alan Ness, CFP®, AIF®

Partner

Nolan Neville

Associate

Seth Newby, CFP®

Senior Associate

Lesa Newell

Senior Associate

Geoff Newman

Senior Principal & Director of Partner Development

Abbee Nguyen

Senior Associate

Ha Nguyen, CPA

Senior Associate

Tri Nguyen

Principal

Frances Ni

Partner

Crystal Nicholls

Senior Associate

John Nicolini, CFA

Partner

Steve Nielander, CFA

Partner

Daniel Nolan, JD

Partner & Vice Chairman

Chase Norcini, CFA

Principal

Joshua Norman, JD

Principal

David Nuetzman, CPA

Senior Associate

Jocelyn Nunez

Associate

Michael O’Brien

Principal

Nancy O’Brien

Associate

Rosie O’Neal

Associate

Maddie Oates

Associate

Rebecca Occhiline

Associate

Marcus Odinec, MBA

Senior Principal

Rajmiel Odinec

Partner & Practice Leader

Patricia Ofomata, MBA

Principal

Carol Oh

Associate

Sidney Olayinka

Senior Associate

Stephen Oliver, CFP®, CFA

Partner

Lizbeth Oliveras

Associate

Callum Olsen

Associate

Colin Olsen, CFP®, CFA

Principal

Derek Olsen, MBA

Senior Principal

Lindsay Olson

Principal

Matt Olver, CFP®, AEP®

Partner

Christi Opitz, CFA, MBA

Associate

Javier Ordaz

Senior Associate

Alyssa Orehek

Associate

Lori Sergi

Associate

William Osher, CFA

Partner & Practice Leader

Michael Ottolini, CFA

Senior Principal

Marco Ottonello, MBA

Principal

JoAnne O’Connell, CFP®

Senior Principal

Claire O’Keefe

Partner & Head of Partner Development

Resmena O’Meally, CPA

Partner

Samantha Paap

Associate

Ben Pace

Partner & Chief Economist

Lisa M. Paczkowski, CFP®, JD

Partner

Jeffrey Paladini, CFP®

Partner

Matt Paladini, CFP®

Partner

Carlie Palmer

Principal

Alexandra Palomo

Associate

Marcia Paltenstein, CFP®

Senior Principal

Aydan Panahova

Senior Associate

Leo Pandolfi

Associate

Kellie Panter

Senior Associate

Michelle Papa

Senior Principal

Cassie Papandrea

Senior Associate

Chase Pappas

Associate

Steve Pardo

Senior Associate

Daniel Park, CFP®

Partner

Dean Parker

Senior Associate

Tony Parkin

Partner

Trevor Parmelee, CFA, CAIA

Principal

Ty Parrish, CIMA®

Partner

Graham Parsons

Senior Principal

Vince Pasqualino, MBA

Partner

Barbara Passafiume

Senior Associate

Michael Patalsky, CFA, MBA

Senior Principal

Aneri Patel

Senior Associate

Ally Patteson

Associate

Cristina Paul, CFP®

Partner

Farah Paul

Associate

Ellis Paull, CFP®

Associate

Drew Paulsen, CFP®

Senior Associate

Jackson Pawley, CPA

Senior Associate

Jackson Payne

Associate

Sara Paz

Associate

Justina Pearman, CFP®, AAMS®, AWMA®

Principal

Nicholas Pecache

Associate

Palmer Pederson

Associate

Svetlana Pelikhova

Associate

Yelena Pelimskaya, CFA

Senior Principal

Kate Pellettier, PHR®, SHRM-CP

Senior Associate

Sneha Pendyala, CFA

Senior Associate

Will Peng

Partner & Chief Innovation Officer

Kelly Pennacchia

Senior Associate

Erin Pentz, AWMA®, ChFC®

Partner

Richard E. Pentz, AIF®, MBA

Senior Principal

Grace Perdido, CPA

Senior Associate

Aaron Perdue

Associate

Maria Pereyra

Senior Associate

Natalie Perez

Senior Associate

Blake Perkins

Senior Associate

Lizzie Perkins

Associate

Jeffrey J. Peters

Principal

Stephen Petersen, CFA

Partner

Nicholas N. Petrelli, CFP®, CPWA®

Partner

Brittany Peyser

Partner & Head of Change Management and Merger Integration

Katie Pfeifer, CFP®

Partner & Head of Workplace Solutions

Grant Pham

Associate

Jason Phan

Senior Associate

Vincent Phan

Senior Associate

Richie Phares, CAIA

Principal

Carman Phillips

Associate

Kate Phillips

Associate

Scott R. Phillips

Partner

Walker Phillips, CFP®, CIMA®

Partner

Dan Piazza, CPA

Principal

Jon Picchione

Associate

Bettie Pickett

Senior Associate

Krissi (Paczolt) Pieja, CPA

Partner

Leanna Pierce

Senior Associate

Kinga Pietrzycki

Senior Associate

Andrejs Pilajevs, CFP®, MSFP

Senior Principal

Nina Pilgrim

Senior Associate

Erin Piscitelli, CFP®

Principal

Simona Platukyte

Associate

Chris Pleshek, CPA

Senior Associate

Jessica Pomo

Senior Principal

Derrick Poon

Principal

Quinn Portfolio, CFP®

Senior Principal

Armando Posada, CFP®, MBA

Principal

Connor Powell, CPA

Principal

Jonathan Powell

Associate

Matthew Powell

Senior Associate

Dylan Power

Principal

Robert Pozen

Isaac Presley, CFA, MBA

Partner & Practice Leader

Jacqueline Price

Senior Associate

Milena Price

Senior Associate

Mark Priebe, CPFA, AIF®, NQPA™

Principal

Darrick Priester

Partner & Director of Risk Management

Brad Prosper, CFA, CFP®

Principal

Art Prostick

Partner & Chief Compliance Officer

Bradon Pullyblank

Associate

Mark Pulsifer

Partner

Eric Purdy

Partner

Dan Quilico, CFA

Principal

Neil Quinlan, CFP®, PMP®

Partner & Head of Operations

Isabel Quinn

Associate

Meaghan Quinn

Principal

Ryleigh Quintana

Senior Associate

Matthew Raab

Principal

Kevin Rabbitt

Partner

Jack Rabuck, CFP®

Partner

Luke Ramey, CFP®

Principal

Steven L. Ramirez, CFP®, CFA

Principal

Joe Ratliffe

Associate

Lanah Rauschenberger

Associate

Lauren Rebber

Associate

Lisa Reed, SHRM-SCP

Principal

Susan Reese, MiF

Partner

Ally Reeves, CFP®

Senior Associate

Joe Reeves, CFP®

Partner

Thomas Regan

Associate

Ryan Reiff

Associate

Finn Reinemer

Associate

Jill Reiter

Principal

Stephen Reller

Associate

Alissa Rennacker, CFP®

Principal

Brady Reynolds

Associate

Dustin Ribergaard

Principal & Client Experience Director

Matthew Richardson

Associate

Thomas Richardson, CPA

Partner

Will Richardson

Senior Associate

Zander Richens

Associate

Andrew N. Riehl, CFA

Principal

Timothy Ringelstein, CFA

Principal

Abigail Risse

Senior Associate

Andy Ritchie

Senior Associate

Karen D. Ritchie

Senior Associate

Melissa Rivera

Associate

Jeremy Robbins, CPA, CFP®

Senior Principal

Kelly Robertson

Associate

Andrew Robinson

Associate

Roberta Rocas, CTFA, MBA

Senior Principal

Wendy Roddy, CFP®

Associate

Isabella Rodriguez

Associate

Marianne S. Rodriguez, CFP®

Principal

Ryan Rodriguez

Associate

Valeria Rodriguez

Associate

Derek Rogers, CFP®

Senior Associate

Robert Rohr

Senior Principal

William Rohr

Senior Principal

Daniel Rojas, CFP®

Principal

Kim Rokicki, CPA, MST

Principal

Tristan Romo

Principal

Keisha Rose

Senior Associate

Anthony Rosetti, CFA, CFP®

Principal

Ryan Rosmarin, MBA

Principal

Melanie Ross, CFP®

Principal

Jason Rothman

Senior Associate

Sawyer Rothmann, CFA

Principal

Spencer Roule

Partner

Meg Rowley

Partner & Practice Leader

Garrick Rozairo, CFP®

Principal

Veronica Rubio, CFP®

Partner

Alexandera (Alex) Rudish

Principal

Jake Rudy, MBA

Senior Associate

Kelly Rueckert

Principal

Jeremy Runnels, CFP®

Partner

Jeff Rup

Principal

Caroline Rupp

Associate

Brittany Russell

Associate

Alex Russo

Senior Associate

Jim Russo, CFA

Senior Principal

Salvatore Russo

Partner

Hannah Rutledge

Associate

Devon Ruttenberg

Partner

Tara Ryan

Partner & Chief Marketing Officer

Kim Saba, MBA

Principal

Kamil Said

Principal

Alex Saikali, CFA, CFP®

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™

Senior Associate

Margaret Saltalamacchia

Senior Associate

Marc Sanborn

Principal

Jaimie Sander

Principal

Ranbir Sandhu, SIE®, CSRIC®, FPQP®

Senior Associate

Adam Sandler, JD, LL.M.

Senior Principal

Samuel Sandler, MBA

Partner & Practice Leader

Vanessa Sandler

Principal

Minnie Yao Sanford, CFP®

Principal

Samuel Sanguedolce

Associate

Sarah Santoro

Principal

Luis Emilio de Saro

Senior Associate

Kevin Sasena, CFP®, ChFC®

Senior Principal

Amy Saslekova

Senior Associate

Isela Sauceda, CPA, MST

Senior Associate

Steven P. Saunders, CAIA, CFA

Principal

Adam Sauri, CFA

Partner

Jack H. Scaff, MSBA

Partner

Nicole Scaffidi, IACCP®

Principal & Deputy Chief Compliance Officer

Niklas Schaffner

Associate

Emma Schall

Associate

Isabel Scharmer, CFA

Partner

Dylan Scheid

Associate

Jim Schlager, CFP®, CTFA

Partner & Practice Leader

Leonard Schlangel, CPA, JD

Partner

Jeremy Schletz

Partner

Claudia Z. Schloss, CFA

Principal

Matthew Schmidt, CFA

Principal

Theodore D. Schneider, CFA

Partner

Steve Schoneman, CFA

Partner

Aram Schotts, CFP®, CRPC®, CRPS®

Senior Principal

Austin Schreck, CFP®

Principal

Michael Ashley Schulman, CFA

Partner

Amita Schultes, Ph.D.

Partner

Karin Schultz, MBA

Partner

Robert Schwagerl, CMT, CFTe

Principal

Jeanie Schwarz, CFP®

Partner

Catherine A. Scruggs

Principal

Lauren Seaman, SHRM-CP

Principal

Rob Seco

Partner & General Counsel

Lukas Seeley

Associate

Micah Sellinger

Senior Associate

Jillian Semiao

Principal

Matthew Serkes, CFP®

Partner

Madeline Serpico

Matthew Shackelford

Senior Principal

Carson Shadowen, AWMA®

Partner

Sima Shah

Principal

Suk Shah

Partner & Chief Financial Officer

Mary Shahian, CFP®, CDFA®, ChFC®, CKA

Partner

Harry Shamlian, CFP®, EA, MBA

Senior Principal

Colin Sharp

Associate

Amy Shatsky

Associate

Deborah Shaug, CFP®

Principal

Kirsten Shaw, MBA

Principal

Nick Sheeley

Associate

Kyle Shelley, CEPA®, CWS®

Partner

Melva Shelor

Associate

Andrew Shestek

Senior Associate

Bob Shier, JD, CFP®

Partner

William Shier, JD

Senior Associate

Mitchelle Shikhman

Senior Associate

Lindsey Shimin, ARPS

Senior Associate

Chad Shoemaker, CPA

Senior Associate

Faraz Shooshani, MBA

Partner

Nikki Shopp

Senior Associate

Samuel Short

Associate

Crystal Shuey

Senior Associate

R. Brady Siegrist, CFP®

Partner

Brooke Sigler, CPA

Partner

Christian Signor

Associate

Cole Sikorsky

Senior Associate

Gary Silverman, CFA

Partner

Michelle Simek

Senior Associate

Aaron Simmons

Associate

Jane Simons

Partner & Practice and Client Succession Director

Christina Simpson

Associate

Jason Simpson, CFP®

Principal

Morgan Simpson

Senior Associate

Gideon Sims, CFP®

Associate

Sway Singh

Associate

Monique Sinmao, MBA

Partner

Robert Siri, MBA

Senior Associate

Marcella Skenderis

Associate

Matthew Sloan

Senior Associate

Samuel Slusser

Associate

Jill Smart

Anthony Smith

Partner & Chief Human Capital Officer

Claire Smith, MSM

Associate

Grant L. Smith

Senior Associate

Lyric Smith

Senior Associate

Mallory Smith

Principal

Meghan Smith

Principal

Mickie Smith

Senior Associate

Neal Smith

Senior Principal

Robert C. Smith

Partner & Practice Leader

Shane Smith

Senior Principal

T.C. Smith

Senior Associate

Michael Smith-Vaughan, CFP®

Principal

Thomas Smither, CPA, MSACC

Senior Associate

Ellie Snyder, CFP®

Principal

Patricia M. Soares

Senior Associate

Young Sohn, CPA

Associate

Ken Solares, CPA

Senior Associate

Mona Soliman

Senior Associate

Javier Solis, CFP®

Partner

Mitchell Somers

Associate

Brett Somerville

Principal

Paul Sommerstad, AIF®, QPFC®

Partner

Logan Sorensen

Principal

Michelle Soto, CDFA®, CFP®

Partner

Will Soto

Associate

Stephen Soviero

Senior Principal

Alanna Spada, CFP®, MBA

Partner

Jessica Spaulding

Senior Associate

William Speciale, AEP®, JD

Partner & Practice Leader

Will Speight, CPA

Senior Associate

Judith Spencer

Senior Associate

Warren Spencer, JD, LL.M.

Principal

David Sperry

Partner

Shelby Stahr, CFP®

Principal

Kelley Stanford

Senior Associate

John Stanovich, CFP®

Senior Principal

Thomas Stasel, CPA

Senior Associate

Matt Stazzone

Principal

Philip Steele, AIF®

Partner

Dante Stefanelli, CPA

Principal

Nicole Stefanelli

Principal

Jean Steffan

Associate

Justin Stehle

Senior Associate

Ilan Steinmetz

Associate

Janet Stelpflug

Senior Associate

Katie Stenger

Senior Associate

Reagan Stephenson

Associate

Alyssa Sternadel, CPA

Associate

Lauryn Stewart

Associate

Maggie Stewart

Principal

Dana Stinnett

Associate

Sean Stokna, CPA

Principal

Elizabeth W. Stone

Principal

Shelly Stone, JD

Partner & Practice Leader

Mitch Straub

Senior Associate

Paul Stringer

Senior Principal

Allison Strouss

Associate

McRae Stuckey

Associate

Bret Stutzman

Partner

Melody Suehiro, CFP®

Principal

Danny Sullivan, FRM, CAIA, MBA

Principal

Martin Sullivan

Samantha Sullivan

Associate

Nelson Summary

Associate

Rozanne Summerson

Senior Associate

Xiaoxuan (Tia) Sun, CFA

Senior Associate

Durham Sundberg

Associate

Alketa Sundquist

Senior Associate

Colleen Supran, CFA

Partner

Amy Suri, FPQP®

Senior Associate

Cole Sussman

Associate

Howard Sussman, CFP®, JD

Principal

Larry Sussman, CFA

Partner & Head of Corporate Finance

Robert Sussman, CPA

Principal

Bonnie Suveerachaimontian, ChFC®

Senior Principal

Hayley Swaim, CFP®

Principal

David Swallow

Senior Principal

Scott Swanson, CFA

Partner

Brendan P. Sweeney, CFA

Partner

Nikky Sweet

Senior Associate

Pam Swenson

Senior Associate

Dawson Swindler

Senior Associate

Claudia Sykora, CPA

Senior Principal

Megan Szerlong

Principal

Karina Szuster

Senior Associate

Bryn Taday

Principal

Toni Taffe, MBA

Associate

Ayisha Tahir, JD

Senior Principal

Sue Takano

Associate

Emily Taken-Vertz, CFP®

Principal

Victoria Talbot

Associate

Ryan Tamasi, MBA

Principal

Fred Tan, CFP®, CEPA®

Senior Principal

Alec Tapia

Associate

Kenny Tarantino

Senior Associate

Onari Tariah, CFP®

Principal

Bridget Tarleton, MBA

Associate

Melissa Taro, CFP®

Senior Principal

Eric Tarsikes

Associate

Colin Tasi

Senior Principal

Kindra Tatarsky

Partner

Emily Tay

Associate

Annie Taylor, CFA

Partner

Jack Taylor

Partner

Jason Taylor

Partner

Jonathan Taylor, CFA

Partner

Matthew Taylor

Partner

Natalia Tchetchoulina

Partner

Shaadi Tehran

Associate

Sally Teng

Associate

John Teramana, CAIA, MBA

Senior Principal

Madilyn Thacker, CPA

Senior Associate

Sujatha Theddu, MBA

Senior Associate

Gabe Thelen

Associate

Juliana Thibodeau, MBA

Senior Associate

Madeleine Thomas

Senior Associate

Phillip Thomas

Senior Associate

Shakia Thomas

Associate

Lisa Thompson

Senior Associate

Nancy Thompson, MBA

Principal

Paula Thompson

Associate

Trey Thompson, CFA

Partner

Kendra Thornburg

Senior Associate

Alessandra Thornton

Associate

Alexa Thorson

Senior Associate

Joe Tichenor, CFP®

Partner

Dan Timotic, CFA, CFP®

Partner

Rob Tittle, CFP®, CPWA®

Principal

Megan Tivitt, CPA

Principal

Philip Tivitt

Senior Associate

Georgina Tobchan

Associate

Patrick Tobin, CFP®

Principal

Dan Tocci, JD, CPWA®

Principal

Jonatán Toledo, MDiv

Senior Associate

AJ Tomas

Principal

Marika Tonay

Principal

Ian Toner, CFA

Partner

Scott Toomasson, FPQP

Senior Principal

Justin Topping, CFA

Partner

Jameson Torrence

Associate

Alejandro Cardona Torres

Principal

Marielle Tozier

Associate

Esteban Trevino, JD

Senior Principal

Jim Trujillo, CFP®

Principal

Lina Truong

Senior Associate

Zack Trygstad

Principal

Melissa Tse

Senior Principal

Talene Tse

Senior Associate

Brian Tu

Senior Principal

Carmen Tu

Senior Associate

Leslie Tudor

Associate

Stefani Tueme, CFP®, EA

Senior Associate

Peter Anthony Tunnard, CCIM®, MBA

Senior Associate

Marie Turek

Associate

Kieu Lê Turk, CFP®

Partner

Erin Turner

Senior Associate

Ethan Turner, CFA, CIPM®, MBA

Senior Associate

Christopher Turso, CFP®

Principal

Brandon Tutak, CFP®, AIF®

Senior Principal

Douglas Tyson, CFP®, ChFC®

Principal

Beyza Ulasti

Associate

Amanda Ulczynski, ChFC®

Senior Associate

Dr. Peter Ulrich

Partner

James Upshaw

Associate

Alex Urbanek, CFP®

Principal

Zarif Urozaliyev

Associate

Nick Utgard

Associate

Kim Vachon-Parks

Associate

Tara D. Vagnone, CFP®

Partner

Taynia Vakapuna, CFP®

Senior Associate

Natalie Tineo Valerio

Associate

Mark T. Valickus , CFA

Principal

Carli Valinoti

Senior Associate

Mario Valverde, CFA, CAIA

Senior Principal

Myles VanderWeele, CFP®

Partner

Christine Vandrey

Senior Associate

Enoch Vanotoo

Senior Associate

Juan Vasquez

Senior Associate

Tania Vasquez

Principal

Wendy Vasquez

Senior Associate

Douglas Ventura

Associate

Jonathan Verceles

Associate

Andrew Verdeyen, CFP®

Partner

Scott Verkuilen

Associate

Peter L. Viehl, CFA

Partner

Daniel Vignola

Senior Associate

Surdiv Vijayakumar

Senior Associate

Cholo Villaneuva

Associate

Christopher Virgili

Associate

Jaden Visconti

Senior Associate

Chloe Phuc Vo

Associate

Justyn Volesko, JD, LL.M.

Partner & Co-Head of Family Office

Marissa Vollmer, CFP®

Senior Principal

Evan Vulgamore

Senior Associate

James Wadner

Associate

Alia Wagenhoffer, CFP®

Partner

AJ Wagner, CFP®, BFA™, CRPC®

Partner

Linda Wagner

Principal

Mike Waldridge, ChFC®

Partner

Steve Walker

Partner

Thayer Walker

Senior Principal

Todd Walklett, CFA, CFP®

Partner

Angella Wallace

Associate

Emma Wallace

Senior Associate

Brendan Walsh, EA, MBA

Partner

Joe Walsh

Senior Associate

Bridget Walston

Principal

Noah Walton, CFP®

Associate

Julia Wang, CPA

Principal

Ming Zhu Wang

Principal

Eric Warbrick, CPA

Senior Principal

Jacob Ward, CFP®, CPA

Principal

Ben Wassom

Senior Associate

Hannah Wassom, CPA

Associate

Jason Waters, CFP®

Partner & Practice Leader

Matt Watkins, JD, LL.M., CPWA®

Partner

Olivia Watkins

Associate

Jennifer Watson, CPA

Principal

Laura Watts

Associate

Aaron Waxman, CFP®, CPA

Partner

Kevin Weaver, CFP®

Partner

Brittany Webb, MBA

Principal

Aubrey Weber

Senior Associate

Ty Wectawski

Associate

Cathy Wegner

Senior Associate

James Weimer, CFP®

Principal

Valerie Weinfeld

Senior Associate

Sam Weining, CFP®, CIMA®, MBA

Senior Associate

Steven Weintraub, CFP®

Partner

Maria Weis, CPA

Senior Associate

Jamie Weiss

Senior Associate

Larry Weissman, CFA

Partner

Jason Welch

Senior Associate

Grace Wentz

Associate

Lisa West

Senior Associate

Evelyn Westby

Associate

Cathleen Westfall

Principal

Kyle Westfall

Associate

Matt Westfall, CFA

Partner & Head of Portfolio Management

Anne Westreich, CFA

Partner

Scott Whalen, CFA, CAIA, MBA

Partner

Kelsey Whatley

Principal

Colin Wheeler, CFP®

Partner

Kyle Whelan, MBA

Principal

Amy Wheland

Senior Associate

Renee Whittet, CPA

Partner

Karl Wichorek, CFA

Senior Principal

Kenadee Wiggins

Associate

Nicholas Wilcox, CRPC®, SE-AWMA®

Senior Associate

Emily Wilkins

Senior Associate

Elliot Williams, CFP®, CPA, RICP®

Principal

EmJay Williams

Senior Associate

Kirsten Williams

Associate

Pace Williams

Associate

Steve Williams

Partner & Chief Client Officer

Warren Williamson

Senior Associate

Katherine Willis, CFA

Partner & Practice Leader

Clay Willoughby, CFP®

Associate

Brian Wilson

Senior Associate

Jenn Wilson, CPA

Senior Associate

Joe Wilson

Principal

Olivia Wilson

Associate

Chad Wing, CFP®, MSFS, RICP®

Partner

Jon Wingent, CFP®

Principal

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

Scott Wolinsky

Principal

Andy Wood, CFA

Senior Associate

Tracey Wood-Sanford, CPA

Partner

Ashton Woodard

Associate

Tom Woodhouse , CFA, CPA

Partner

Zach Woodward, CFP®, AWMA®

Senior Principal

Maxwell Woolley

Principal

Brian S. Woosley, CPA

Senior Associate

Chuck Wright

Senior Associate

Kalefe Wright

Senior Principal

Wanda Wright

Senior Associate

Harold Wu

Senior Associate

Rebecca Wynn

Associate

Jon Yankee, CFP®

Partner & Practice Leader

Mamane Yaou

Associate

Jack Yementyan, CPA

Senior Associate

Terri Yokota

Senior Associate

Peter Yoon, CFA

Partner

Brendan Yospa

Senior Associate

Bernadette Zatta, EA

Senior Principal

Dustan Zavatsky, CFP®

Principal

Felix Zavisubin

Associate

Haoqing Zhang

Senior Associate

Danelya Zholdasbekova

Associate

Sarah Zhu

Senior Associate

AJ Zimmerman, CFP®

Principal

John Zimmerman

Senior Principal

Robert Zimmerman

Associate

Sarah Zoeller

Senior Associate

Debbie Zupkovich

Associate

Sandy Zurovski

Senior Associate

Joe Zurschmiede, CFP®, JD

Principal

Jeff Zych

Partner