Dean Anatra, CPA
Private Wealth Advisor, Investment Advisor Representative
David L. Cowan
Private Wealth Advisor, Investment Advisor Representative
Morgan Marx, CFP®
Private Wealth Advisor, Investment Advisor Representative
William Joseph McCloskey Sr.
Private Wealth Advisor, Investment Advisor Representative
Bryan J. Ricci, CFP®, CPA
Private Wealth Advisor, Investment Advisor Representative
Daphne Roberson
Investment Advisor Representative / Private Wealth Advisor
Michael Schellinger
Private Wealth Advisor, Investment Advisor Representative
Dr. Sabrina A. Scott
Private Wealth Advisor, Investment Advisor Representative
Bianca Noiseux
Investment Advisor Representative , Private Wealth Advisor
Mindy Gallina
Investment Advisor Representative
Steven Minninger, Jr., MBA, CFP®
Private Wealth Advisor, Investment Advisor Representative
Advisor Centered
We strive to provide solutions to set your firm on the trajectory to success. Our aim is to both help you deepen your client relationships and grow your practice.