A wide range of experts in the financial disciplines that impact the accumulation, maintenance and distribution of wealth.

Location

Team

Title

Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Senior Financial Advisor
Financial Advisor
Senior Advisor Associate
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Financial Advisor
Financial Advisor
Advisor Associate
Senior Financial Advisor
Senior Financial Advisor
Advisor Associate
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Advisor Associate

Barbara Bayhurst, Client Support Specialist

Tel: 814-459-1116 TF: 800-823-0617

Giulia DeLuca, Client Support Specialist

Tel: 814-459-1116 TF: 800-823-0617
Principal, Senior Financial Advisor
Financial Advisor

Cherish Langer, Client Support Specialist

Tel: 814-836-5776 TF: 866-536-5776
Principal, Senior Financial Advisor
Financial Advisor
Advisor Associate

Beth Silveus, Client Support Specialist

Tel: 239-433-7533 TF: 866-479-5522
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor

Lynn Drennen, Client Support Specialist

Tel: 716-672-7800 TF:

Shelley Arcoraci, Client Support Specialist

Tel: 716-672-7800 TF:
Principal, Chief Investment Officer
Asset Management Systems Analyst
Research Analyst
Asset Management Specialist
Principal, Chief Operating Officer
Operations and Project Manager
Operations Specialist
Director, Client and Advisor Experience
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Portfolio Manager
Financial Advisor

Nicole Jackmack, Client Support Specialist

Tel: 239-919-1268 TF: 877-547-1188

Angela Sweet, Client Support Specialist

Tel: 239-919-1268 TF: 877-547-1188
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Advisor Associate

Beth Flick, Client Support Specialist

Tel: 239-263-1960 TF: 888-888-7504
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Senior Portfolio Manager
Senior Advisor Associate
Advisor Associate
Administrative Assistant

Grace Del Spechio, Client Support Specialist

Tel: 215-735-9530 TF: 844-571-4863
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Advisor Associate

Sarah Tepe, Client Support Specialist

Tel: 724-934-8200 TF: 866-649-8201
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Senior Financial Advisor
Financial Advisor

Jenny Laychur, Client Support Specialist

Tel: 772-287-4110 TF: 877-337-4110

Ingrid Brown, Client Support Specialist

Tel: 772-287-4110 TF: 877-337-4110
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Financial Advisor
Financial Advisor
Advisor Associate

Jackie Zetts, Client Support Specialist

Tel: 330-758-0428 TF: 800-733-8613