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