Your Team

Wealth Advisors

Matthew Glatt

CPA, CFP®
CEO, Wealth Advisor

Kevin Christopher JD

Partner, Wealth Advisor

Lorenzo P. Gaudioso

CFP®, CRPS®
Wealth Advisor

Ty Bongiovanni

Senior Vice President, Wealth Advisor

Jaclyn Hissick

Wealth Advisor

Gary Martin

CPA
Wealth Advisor

Garrett Burns

Wealth Advisor

Client Services

Andrea Bongiovanni

Client Relationship Manager

Cathy Poulin

Client Service Representative

Christine Lavoie

Director of First Impressions

Colin Murray

Relationship Manager

Lisa Uguccioni

Client Relationship Manager

Nan Conlon

Client Relationship Manager

Nicholas Weimer

Operations Associate

Bailie Glatt

Director of First Impressions

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Shane Weaver

Director of Operations

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Josh Russell

CFA®
Portfolio Manager

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

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

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Senior Wealth Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner