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, Administrative Assistant

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

Giulia DeLuca, Administrative Assistant

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

Cherish Langer, Administrative Assistant

Tel: 814-836-5776 TF: 866-536-5776

Charlotte Dearborn, Advisor Associate

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, Administrative Assistant

Tel: 716-672-7800 TF:

Shelley Arcoraci, Administrative Assistant

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
Principal, Senior Financial Advisor
Principal, Senior Financial Advisor
Portfolio Manager
Financial Advisor

Nicole Jackmack, Administrative Assistant

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

Angela Sweet, Administrative Assistant

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, Administrative Assistant

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, Administrative Assistant

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, Administrative Assistant

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

Jenny Laychur, Administrative Assistant

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

Ingrid Brown, Administrative Assistant

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

Jackie Zetts, Administrative Assistant

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