John Walters, CFP®
John Walters focuses on client relationships, and financial planning for clients. He joined the company in 2024.
Anthony Feudo
Anthony Feudo focuses on client relationships, and financial planning for clients. He joined the company in 2023.
James Hutchinson, CFA®, CAIA®
Jim Hutchinson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2022.
Lisa Borrelli, CPA, MT
Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.
Garrett Spangler, JD, LLM
Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.
Erik O’Neal, CFP®, CIMA®
Erik O’Neal collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2013.
Charles Posnecker, CFA®, CFP®, CTFA, AEP®, CAP®
Chuck Posnecker collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2005.
Cindy (Lucinda) Peterson, CPA®, CFP®
Cindy Peterson works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2002.
Michael Paregian, CFP®, CCFS
Michael Paregian collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2017.
Kelly Wellborn, CFP®
Kelly Wellborn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 1985.
Joel Morris, CFP®, AEP®
Joel Morris collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2015.
Christopher Williams, CFP®, EA, CEPA®
Christopher Williams 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 2024.
Seth Martin, CFP®
Seth Martin is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2011.
Michael Valenti, CPA, CFP®, CEPA®, MAcc
Michael Valenti serves as the Director of Personal Tax Services, where he leads a team of tax professionals specializing in individual tax compliance and planning. Additionally, Mike serves as a financial advisor. He joined the company in 2025.
Ryan Egolf, CFP®, EA
Ryan Egolf serves as Tax Manager of Personal Tax Services where he oversees the development of the individual income tax compliance and tax planning process. He joined the company in 2025.
Denise Iemolo, MBA
Denise Iemolo collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. She joined the company in 2025.
Steve Nguyen
Steve Nguyen collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
