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:

  • PERSONAL INVESTMENT SERVICES
  • TRUST SERVICES
  • ESTATE SETTLEMENT SERVICES
  • BUSINESS INVESTMENT SERVICES
  • PERSONAL SERVICES
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MEET OUR TEAM.

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David Paul

SVP/Private Client Solutions Team Leader

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James H. Cosgriff IV, CFP®, CPA®

VP/Wealth Advisor

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Paul Hurley

VP/Wealth Advisor

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Robin Lewandowski

VP/Wealth Advisor

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Donna Sudyn

VP/Wealth Advisor

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Gail Testa-Romano

VP/Wealth Advisor

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Kenneth Vampotic

Wealth Advisor

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Kim Hug-Mariano

Client Relationship Manager

Securities offered through Securities America, Inc., Member FINRA/SIPC. Gail Testa-Romano and James Cosgriff, Registered Representatives. Gail Testa-Romano and James Cosgriff, Investment Advisor Representatives, offers advisory services through Securities America Advisors, Inc. Securities America and all entities named are unaffiliated.

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Steven R. Shilling

Executive VP / Managing Director

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Glenn R. Pentz, CIMA®

SVP/Senior Investment Officer

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Andrew Franson, CFIRS

VP/Operations & Compliance Manager

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Eric A. Johnson, CTFA®, CFP®

VP/Wealth Advisor & Team Leader

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Craig C. Ball

VP/Wealth Advisor

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R. Michael Love, CFP®

VP/Wealth Advisor

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Dorthy M. Turner, CTFA

AVP/Wealth Advisor

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Pegi M. Papalia

Sales Assistant

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Emily M. Ting

Client Relationship Manager

Securities offered through Securities America, Inc., Member FINRA/SIPC. Craig Ball and Mike Love, Registered Representatives. Craig Ball, Investment Advisor Representative, offers advisory services through Securities America Advisors, Inc. Securities America and all entities named are unaffiliated.

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Larry Morton

SVP/Wealth Advisor

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William J. Vitron, Jr.

SVP/Wealth Advisor

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Jonathan Riley

VP/Wealth Advisor & Team Leader

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Travis J. Burch

VP/Investment Officer

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Jessica A. Figoli

VP/Wealth Advisor

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Mark R. Weibel

VP/Wealth Advisor

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Justin M. DeBias

Wealth Advisor

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Bridget Merriman

Client Relationship Manager

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Taylor Kunkle

Sales Assistant

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Linda J. Utegg

Administrative Assistant

Securities offered through Securities America, Inc., Member FINRA/SIPC. William Vitron, Mark Weibel, and Larry Morton, Registered Representatives. Larry Morton and Mark Weibel, Investment Advisor Representatives, offers advisory services through Securities America Advisors, Inc. Securities America and all entities named are unaffiliated.

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Chris Butcher

VP/Private Client Solutions Team Leader

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Matthew P. Hume, CIMA®, CRPC®

VP/Wealth Advisor

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Sam Rawal

VP/Wealth Advisor

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Stephanie Wagner

VP/Wealth Advisor

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Veronica Hildrith

Wealth Advisor

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Mary Carmean

Client Relationship Manager

Securities offered through Securities America, Inc., Member FINRA/SIPC. Chris Butcher and Stephanie Wagner, Registered Representatives. Chris Butcher and Stephanie Wagner, Investment Advisor Representatives, offers advisory services through Securities America Advisors, Inc. Securities America and all entities named are unaffiliated.