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
James H. Cosgriff IV, CFP®, CPA®
VP/Wealth Advisor
Paul Hurley
VP/Wealth Advisor
Robin Lewandowski
VP/Wealth Advisor
Donna Sudyn
VP/Wealth Advisor
Gail Testa-Romano
VP/Wealth Advisor
Kenneth Vampotic
Wealth Advisor
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.
Steven R. Shilling
Executive VP / Managing Director
Glenn R. Pentz, CIMA®
SVP/Senior Investment Officer
Andrew Franson, CFIRS
VP/Operations & Compliance Manager
Eric A. Johnson, CTFA®, CFP®
VP/Wealth Advisor & Team Leader
Craig C. Ball
VP/Wealth Advisor
R. Michael Love, CFP®
VP/Wealth Advisor
Dorthy M. Turner, CTFA
AVP/Wealth Advisor
Pegi M. Papalia
Sales Assistant
Emily M. Ting
Client Relationship Manager
Larry Morton
SVP/Wealth Advisor
William J. Vitron, Jr.
SVP/Wealth Advisor
Jonathan Riley
VP/Wealth Advisor & Team Leader
Travis J. Burch
VP/Investment Officer
Jessica A. Figoli
VP/Wealth Advisor
Mark R. Weibel
VP/Wealth Advisor
Justin M. DeBias
Wealth Advisor
Bridget Merriman
Client Relationship Manager
Taylor Kunkle
Sales Assistant
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.
Chris Butcher
VP/Private Client Solutions Team Leader
Matthew P. Hume, CIMA®, CRPC®
VP/Wealth Advisor
Sam Rawal
VP/Wealth Advisor
Stephanie Wagner
VP/Wealth Advisor
Veronica Hildrith
Wealth Advisor
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.