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
James H. Cosgriff IV, CFP®
VP/Wealth Partner
Ashley Sullivan, CFP®, MS
VP/Senior Wealth Partner
Paul Hurley
VP/Wealth Partner
Robin Lewandowski
VP/Wealth Partner
Donna Sudyn
VP/Wealth Partner
Gail Testa-Romano
VP/Wealth Partner
Kenneth Vampotic
Client Relationship Manager
Kim Hug-Mariano
Client Relationship Manager
Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. SAI is separately owned and other entities and/or marketing names, products or services mentioned here are independent of SAI. Ashley Sullivan, James Cosgriff, 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.
Securities America Form CRS
Steven R. Shilling
EVP/Chief Wealth Management Officer
Glenn R. Pentz, CIMA®
SVP/Senior Investment 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
Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. SAI is separately owned and other entities and/or marketing names, products or services mentioned here are independent of SAI. Eric Johnson is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
Securities America Form CRS
Charles Smith
SVP/Senior Investment Partner
Jonathan Riley
VP/Wealth Partner & Team Leader
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
Linda J. Utegg
Administrative Assistant
Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. SAI is separately owned and other entities and/or marketing names, products or services mentioned here are independent of SAI. Mark Weibel, Jessica Figoli and Jeffrey Matchett are not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
Securities America Form CRS
Chris Butcher
VP/Wealth & Asset Team Leader
Matthew P. Hume, CIMA®, CRPC®
VP/Wealth Partner
Sam Rawal
VP/Wealth Partner
Stephanie Wagner
VP/Wealth Partner
Veronica Hildrith
Client Relationship Manager
Mary Carmean
Client Relationship Manager
Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. SAI is separately owned and other entities and/or marketing names, products or services mentioned here are independent of SAI. Stephanie Wagner, Matthew P. Hume and Veronica Hildrith are not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
Securities America Form CRS
Mark Madden
AVP/ Wealth Partner
Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. SAI is separately owned and other entities and/or marketing names, products or services mentioned here are independent of SAI. Mark Madden is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
Securities America Form CRS
Ashley Sullivan, CFP®, MS
VP/Senior Wealth Partner
Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Wealth Management and Trust services offered through 1865 Wealth Advisors, a division of CNB Bank. SAI is separately owned and other entities and/or marketing names, products or services mentioned here are independent of SAI. Ashley Sullivan is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
Securities America Form CRS