Samuel Good
Samuel (Toby) Good assists with client portfolio analysis, trading functions, and reporting needs. He joined the company in 2024.
Magdalena Dobrowolska
Magda Dobrowolska is responsible for client portfolio analysis, assisting with trading functions and reporting needs. She joined the company in 2022.
Luis Sepulveda
Luis Sepulveda is responsible for client portfolio analysis, assisting with trading functions and reporting needs. He joined the company in 2022.
Heather Weinhold
Heather oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2024.
Christopher Freddo
Christopher Freddo collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Gordon “Hayes” Glanden
Hayes Glanden focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Brandon McFadden CWS®, AIF®, MBA
Brandon leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2025.
Paul C. McClatchy, Jr., MBA, CFP®
Paul McClatchy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Jim Fisher, MBA
Jim Fisher collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2025.
Caroline C. Lee
Caroline Lee leads research initiatives that inform the firm’s asset allocation strategy. She analyzes macroeconomic trends, market conditions and investment opportunities to provide insight that guide portfolio construction and risk management. Caroline joined the company in 2025.
Ivan Shabalov, CFA®, CAIA®
Ivan is a seasoned investment professional with over twenty years of industry experience. His core expertise lies in manager selection across asset classes, with a focus on alternative investments. He joined the company in 2025.
Steve Dunn, MBA
Steven Dunn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2009.
Frank Lorine
Frank Lorine focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Kevin Dolan
Kevin Dolan focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Thomas Keefer
Thomas Keefer focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Drew Venit
Drew Venit focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Roshni Rao
Roshni Rao oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.
Zachary Dempster
Zachery Dempster oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. He joined the company in 2025.
Lauren Turner
Lauren Turner oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.
