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 Headshot of David Paul](https://1865wealthadvisors.com/wp-content/uploads/2022/04/David-Paul.jpg)
David Paul
SVP/Private Client Solutions Team Leader
![Jordan-Glenn-web-white Headshot of David Paul](https://1865wealthadvisors.com/wp-content/uploads/2023/07/Jordan-Glenn-web-white.jpg)
Glenn Jordan, CFA®
SVP/Senior Investment Partner
![James Cosgriff Headshot of James Cosgriff](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Cosgriff-2018.jpg)
James H. Cosgriff IV, CFP®
VP/Wealth Partner
![Ashley-Sullivan](https://1865wealthadvisors.com/wp-content/uploads/2023/10/Ashley-Sullivan.jpg)
Ashley Sullivan, CFP®, MS
VP/Senior Wealth Partner
![Paul Hurley Headshot of Paul Hurley](https://1865wealthadvisors.com/wp-content/uploads/2022/07/Hurley-Paul.jpg)
![Paul Hurley Headshot of Paul Hurley](https://1865wealthadvisors.com/wp-content/uploads/2022/07/Hurley-Paul.jpg)
Paul Hurley
VP/Wealth Partner
![Robin Lewandowski Headshot of Robin Lewandowski](https://1865wealthadvisors.com/wp-content/uploads/2022/07/Lewandowski-Robin.jpg)
![Robin Lewandowski Headshot of Robin Lewandowski](https://1865wealthadvisors.com/wp-content/uploads/2022/07/Lewandowski-Robin.jpg)
Robin Lewandowski
VP/Wealth Partner
![Donna Sudyn Headshot of Donna Sudyn](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Sudyn_Donna2.jpg)
![Donna Sudyn Headshot of Donna Sudyn](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Sudyn_Donna2.jpg)
Donna Sudyn
VP/Wealth Partner
![Gail Testa-Romano Headshot of Gail Testa-Romano](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Testa-Romano_Gail.jpg)
![Gail Testa-Romano Headshot of Gail Testa-Romano](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Testa-Romano_Gail.jpg)
Gail Testa-Romano
VP/Wealth Partner
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
Kenneth Vampotic
Client Relationship Manager
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
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, 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.
OSAIC Wealth Inc. Form CRS
![Steve Shilling Headshot of Steve Shilling](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Shilling.jpg)
![Steve Shilling Headshot of Steve Shilling](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Shilling.jpg)
Steven R. Shilling
EVP/Chief Wealth Management Officer
![Andrew Franson Headshot of Andrew Franson](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Franson_Andrew2021.jpg)
![Andrew Franson Headshot of Andrew Franson](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Franson_Andrew2021.jpg)
Andrew Franson, CFIRS
VP/Operations & Compliance Manager
![Eric Johnson Headshot of Eric Johnson](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Johnson_Eric.jpg)
![Eric Johnson Headshot of Eric Johnson](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Johnson_Eric.jpg)
Eric A. Johnson, CTFA®, CFP®
VP/Wealth Partner & Team Leader
![Dorothy Turner Headshot of Dorothy Turner](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Turner-Dorthy.jpg)
![Dorothy Turner Headshot of Dorothy Turner](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Turner-Dorthy.jpg)
Dorthy M. Turner, CTFA
AVP/Wealth Manager
![Emily Ting Headshot of Emily Ting](https://1865wealthadvisors.com/wp-content/uploads/2022/09/Ting_Emily-2022.jpg)
![Emily Ting Headshot of Emily Ting](https://1865wealthadvisors.com/wp-content/uploads/2022/09/Ting_Emily-2022.jpg)
Emily M. Ting
Client Relationship Manager
![Kelli-King-web](https://1865wealthadvisors.com/wp-content/uploads/2023/12/Kelli-King-web.jpg)
![Kelli-King-web](https://1865wealthadvisors.com/wp-content/uploads/2023/12/Kelli-King-web.jpg)
Kelli A. King
Client Relationship Manager
![Sheila-Smolko-web](https://1865wealthadvisors.com/wp-content/uploads/2023/12/Sheila-Smolko-web.jpg)
![Sheila-Smolko-web](https://1865wealthadvisors.com/wp-content/uploads/2023/12/Sheila-Smolko-web.jpg)
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
![chuck-smith-headshot](https://1865wealthadvisors.com/wp-content/uploads/2023/06/chuck-smith-headshot.jpg)
![chuck-smith-headshot](https://1865wealthadvisors.com/wp-content/uploads/2023/06/chuck-smith-headshot.jpg)
Charles Smith
SVP/Senior Investment Partner
![Travis Burch Headshot of Travis Burch](https://1865wealthadvisors.com/wp-content/uploads/2022/04/TravisBurch.jpg)
![Travis Burch Headshot of Travis Burch](https://1865wealthadvisors.com/wp-content/uploads/2022/04/TravisBurch.jpg)
Travis J. Burch
VP/Investment Officer
![Jessica Figoli Headshot of Jessica Figoli](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Figoli_Jessica.jpg)
![Jessica Figoli Headshot of Jessica Figoli](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Figoli_Jessica.jpg)
Jessica A. Figoli
VP/Wealth Partner
![Jeffrey Matchett Headshot of Jeffrey Matchett](https://1865wealthadvisors.com/wp-content/uploads/2022/12/matchet-palmieri-2-final-4x6-web.jpg)
![Jeffrey Matchett Headshot of Jeffrey Matchett](https://1865wealthadvisors.com/wp-content/uploads/2022/12/matchet-palmieri-2-final-4x6-web.jpg)
Jeffrey Matchett
VP/Wealth Partner
![Mark Weibel Headshot of Mark Weibel](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Weibel-Mark.jpg)
![Mark Weibel Headshot of Mark Weibel](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Weibel-Mark.jpg)
Mark R. Weibel
VP/Wealth Partner
![Justin Debias Headshot of Justin DeBias](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Justin-web.jpg)
![Justin Debias Headshot of Justin DeBias](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Justin-web.jpg)
Justin M. DeBias
Client Relationship Manager
![Bridget Merriman Headshot of Bridget Merriman](https://1865wealthadvisors.com/wp-content/uploads/2022/06/Bridget-Merriman_new.jpg)
![Bridget Merriman Headshot of Bridget Merriman](https://1865wealthadvisors.com/wp-content/uploads/2022/06/Bridget-Merriman_new.jpg)
Bridget Merriman
Fiduciary Officer
![Chad-Tucker-Headshot](https://1865wealthadvisors.com/wp-content/uploads/2023/07/Chad-Tucker-Headshot.jpg)
![Chad-Tucker-Headshot](https://1865wealthadvisors.com/wp-content/uploads/2023/07/Chad-Tucker-Headshot.jpg)
Chad Tucker
Client Relationship Manager
![Mirela-Jojic](https://1865wealthadvisors.com/wp-content/uploads/2023/09/Mirela-Jojic.jpg)
![Mirela-Jojic](https://1865wealthadvisors.com/wp-content/uploads/2023/09/Mirela-Jojic.jpg)
Mirela Jojic
Wealth & Asset Sales Assistant
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
![image-coming-soon2 No Headshot Available](https://1865wealthadvisors.com/wp-content/uploads/2022/04/image-coming-soon2.jpg)
Tammy Kilgore
Wealth & Asset Management Client Relationship Manager
![Linda Utegg Headshot of Linda Utegg](https://1865wealthadvisors.com/wp-content/uploads/2022/06/Linda-Utegg_web.jpg)
![Linda Utegg Headshot of Linda Utegg](https://1865wealthadvisors.com/wp-content/uploads/2022/06/Linda-Utegg_web.jpg)
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. 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
![Matt-Hume-web Headshot of Matt Hume](https://1865wealthadvisors.com/wp-content/uploads/2023/02/Matt-Hume-web.jpg)
![Matt-Hume-web Headshot of Matt Hume](https://1865wealthadvisors.com/wp-content/uploads/2023/02/Matt-Hume-web.jpg)
Matthew P. Hume, CIMA®, CRPC®
VP/Wealth Partner
![Gail Testa-Romano Headshot of Gail Testa-Romano](https://1865wealthadvisors.com/wp-content/uploads/2023/07/Sam-Rawal-web.jpg)
![Gail Testa-Romano Headshot of Gail Testa-Romano](https://1865wealthadvisors.com/wp-content/uploads/2023/07/Sam-Rawal-web.jpg)
Sam Rawal
VP/Wealth Partner
![Veronica Hildreth Headshot of Veronica Hildreth](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Veronica-Hildreth.jpg)
![Veronica Hildreth Headshot of Veronica Hildreth](https://1865wealthadvisors.com/wp-content/uploads/2022/04/Veronica-Hildreth.jpg)
Veronica Hildrith
Client Relationship Manager
![Mary-Carmean-web](https://1865wealthadvisors.com/wp-content/uploads/2023/02/Mary-Carmean-web.jpg)
![Mary-Carmean-web](https://1865wealthadvisors.com/wp-content/uploads/2023/02/Mary-Carmean-web.jpg)
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
![Mark-Madden-web](https://1865wealthadvisors.com/wp-content/uploads/2023/07/Mark-Madden-web.jpg)
![Mark-Madden-web](https://1865wealthadvisors.com/wp-content/uploads/2023/07/Mark-Madden-web.jpg)
Mark Madden
AVP/ 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. Mark Madden is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
OSAIC Wealth Inc. Form CRS
![Ashley-Sullivan](https://1865wealthadvisors.com/wp-content/uploads/2023/10/Ashley-Sullivan.jpg)
![Ashley-Sullivan](https://1865wealthadvisors.com/wp-content/uploads/2023/10/Ashley-Sullivan.jpg)
![Ashley-Sullivan](https://1865wealthadvisors.com/wp-content/uploads/2023/10/Ashley-Sullivan.jpg)
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