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®
Ralph S. Boyd, Jr., CFP®
James J. Browne , CFP®
Britt R. Campbell, CFP®
Bonita V. DiCarlo, CFP®
Gregory J. Dolan
Ralph E. Duckworth, Jr., CPA
R. Kevin Guernsey
Darin Hawn, CFP®
Brandon J. Haynes, CFP®
James D. Hohman, CFP®
Joseph F. Hoover
Donald A. Imler
Michael C. Konopelski, CIC
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®
Pat A. Manzo, MBA
Jeffrey D. Markanich, ChFC, CFP®
Edward A. Maruca
Nancy D. McKee, CFP®
Gerry Mercatoris
Neil A. Merrell
Frederick A. Miner
Michael A. Montileone, CFP®
Arlene Neff
John J. O'Donnell
Virginia L. O'Donnell
Mitchell R. O'Neill, CFP®
Thomas Pandolph, MSTx
Carmen M. Petote, CFP®
Casandra A. Phillips
Douglas O. Rudnik
Raymond Schutzman, CFP®
Karl G. Smrekar, Jr., CFP®
Robert A. Spicher, CPA
Robert Stroud, Jr.
Valerie E. Swan, CFP®
Kenneth E. Wagner, CFP®
Charles J. Wazenegger
Charles D. Wingert, MBA, MS

For help in selecting your advisor, contact us.