WORKING TOGETHER
SETS US APART.
WORKING TOGETHER, SETS USAPART.
Dedicated, experienced.
Our advisors create relationships to develop a holistic strategy tailored to meet your financial goals. While some advisors focus on investment products, we’re more focused on you and your situation. We will develop a plan to help you work toward your goals and adapt your plan as circumstances change. Many of our advisors are CERTIFIED FINANCIAL PLANNERS® (CFP) who continue to expand their knowledge through extensive education in:
MEET OUR TEAM.
David Paul
SVP/Private Client Solutions Team Leader
Glenn Jordan, CFA®
SVP/Senior Investment Partner
Robin Lewandowski
VP/Wealth Partner
Donna Sudyn
VP/Wealth Partner
Gail Testa-Romano
VP/Wealth Partner
Kim Hug-Mariano
Client Relationship Manager
Securities offered through OSAIC Wealth Inc., Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. OSAIC Wealth Inc. is separately owned and other entities and/or marketing names, products or services mentioned here are independent of OSAIC Wealth Inc. Ashley Sullivan, Donna Sudyn, Robin Lewandowski, and Gail Testa-Romano are not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
OSAIC Wealth Inc. Form CRS
Steven R. Shilling
EVP/Chief Wealth Management Officer
Andrew Franson, CFIRS
VP/Operations & Compliance Manager
Eric A. Johnson, CTFA®, CFP®
VP/Wealth Partner & Team Leader
Dorthy M. Turner, CTFA
AVP/Wealth Manager
Emily M. Ting
Client Relationship Manager
Kelli A. King
Client Relationship Manager
Sheila M. Smolko
Wealth & Asset Sales Assistant
Securities offered through OSAIC Wealth Inc., Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. OSAIC Wealth Inc. is separately owned and other entities and/or marketing names, products or services mentioned here are independent of OSAIC Wealth Inc. Eric Johnson, Emily Ting and Dylan Mancuso are not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
OSAIC Wealth Inc. Form CRS
Charles Smith
SVP/Senior Investment Partner
Toni Frisina Paup
SVP/Wealth Partner Team Lead
Travis J. Burch
VP/Investment Officer
Jessica A. Figoli
VP/Wealth Partner
Jeffrey Matchett
VP/Wealth Partner
Mark R. Weibel
VP/Wealth Partner
Justin M. DeBias
Client Relationship Manager
Bridget Merriman
Fiduciary Officer
Chad Tucker
Client Relationship Manager
Mirela Jojic
Wealth & Asset Sales Assistant
Tammy Kilgore
Wealth & Asset Management Client Relationship Manager
Linda J. Utegg
Administrative Assistant
Securities offered through OSAIC Wealth Inc., Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. OSAIC Wealth Inc. is separately owned and other entities and/or marketing names, products or services mentioned here are independent of OSAIC Wealth Inc. Toni Frisina Paup, Mark Weibel, Jessica Figoli, Jeffrey Matchett and Linda Utegg are not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
OSAIC Wealth Inc. Form CRS
Matthew P. Hume, CIMA®, CRPC®
VP/Wealth Partner
Veronica Hildrith
Client Relationship Manager
Mary Carmean
Client Relationship Manager
Securities offered through OSAIC Wealth Inc., Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. OSAIC Wealth Inc. is separately owned and other entities and/or marketing names, products or services mentioned here are independent of OSAIC Wealth Inc. Matthew P. Hume, Sam Rawal, Veronica Hildrith and Mary Carmean are not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
OSAIC Wealth Inc. Form CRS
Call to schedule a personal appointment 540-685-1993.
Securities offered through OSAIC Wealth Inc., Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. OSAIC Wealth Inc. is separately owned and other entities and/or marketing names, products or services mentioned here are independent of OSAIC Wealth Inc.
OSAIC Wealth Inc. Form CRS
Ashley Sullivan, CFP®, MS
VP/Senior Wealth Partner
Securities offered through OSAIC Wealth Inc., Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. OSAIC Wealth Inc. is separately owned and other entities and/or marketing names, products or services mentioned here are independent of OSAIC Wealth Inc. Ashley Sullivan is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
OSAIC Wealth Inc. Form CRS