Your Team

Wealth Advisors

Matthew Glatt

CPA, CFP®
CEO, Wealth Advisor

Kevin Christopher JD

Partner, Wealth Advisor

Ty Bongiovanni

AIF®
Senior Vice President, Wealth Advisor

Jaclyn Hissick

Wealth Advisor

Gary Martin

CPA
Wealth Advisor

Colin Murray

Wealth Advisor

Garrett Burns

Wealth Advisor

Client Services

Andrea Bongiovanni

CIMA®, CFS®,
Client Relationship Manager

Ander Ameer

Operations Associate

Cathy Poulin

Client Service Representative

Christine Lavoie

Director of Client Engagement

Lisa Uguccioni

Client Relationship Manager

Nan Conlon

Client Relationship Manager

Nicholas Weimer

Operations Associate

Bailie Glatt

Director of First Impressions

Charlie Murphy

Furrnancial Advisor

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

Wealth Planner

Jody Jackson

FPQP™
Paraplanner