Your Team

Wealth Advisors

Matthew Glatt

CPA, CFP®, AIF®
CEO, Wealth Advisor

Ty Bongiovanni

AIF®
Senior Vice President, Wealth Advisor

Kevin Christopher JD

Partner, Wealth Advisor

Garrett Burns

CFP®, EA, AIF®
Wealth Advisor

Colin Murray

AIF®️
Wealth & Medicare Advisor

Gary Martin

CPA
Wealth Advisor

Jaclyn Hissick

ABFP
Wealth Advisor

Client Services

Nan Conlon

Client Relationship Manager

Lisa Uguccioni

Client Relationship Manager

Emily Lebowitz

AIF®️
Client Relationship Manager

Business Operations

Andrea Bongiovanni

CIMA®, CFS®
Project Manager

Nicholas Weimer

Operations Manager

Elizabeth Rosado

Operations Associate

Cathy Poulin

Client Service Representative

Kacey Conlon

Business Development Coordinator

Bailie Glatt

Director of First Impressions

Charlie Murphy

Furrnancial Advisor

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Mike Lawrence

CFA®
Portfolio Manager

Research Department

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

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Kimberly Flynn

CFP®
Director, Wealth Planning

Scott Berryman

JD
Director, Trust Services

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions