Our Financial Advisors

Our Advisors

Review our advisors' qualifications

Advisors are listed alphabetically by last name. Use the links below to browse our advisors' profiles.

A-DE-HI-LM-PQ-TU-Z

James F. Alexander, CPA, CFP®
Thomas R. Butler, MBA, CPA
Britt R. Campbell, CFP®
Robert E. Daley
Anthony J. DeJulius
Bonita V. DiCarlo, CFP®
Gregory J. Dolan
Ralph E. Duckworth, Jr., CPA
David G. Faith, CFP®
Donald A. Imler
David Jeter, CFP®
Michael C. Konopelski, CIC
Jack D. Kraus, CFA
Jonathan Kuhn, CFP®
Steve Kutlenios, CFP®, CFA, CCPS
Carol K. Lampe, CFP®
Jason Lampe
Patricia M. Lampert, CFP®
Jane L. Lordeman, CFP®
Robert G. Maloney, ChFC, CLU
Mark Manetti, CFP®
Jeffrey D. Markanich, ChFC, CFP®
Nancy D. McKee, CFP®
Gerry Mercatoris
Neil A. Merrell
Frederick A. Miner
Michael A. Montileone, CFP®
John J. O'Donnell
Virginia L. O'Donnell
Mitchell R. O'Neill, CFP®
Thomas Pandolph, MSTx
Casandra A. Phillips
David H. Rearick
Douglas O. Rudnik
David C. Salvitti
Karl G. Smrekar, Jr., CFP®
Robert A. Spicher, CPA
Charles D. Wingert, MBA, MS

For help in selecting your advisor, contact us.