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®
James J. Browne , CFP®
Thomas R. Butler, MBA, CPA
Anthony J. DeJulius
Bonita V. DiCarlo, CFP®
Ralph E. Duckworth, Jr., CPA
David G. Faith, CFP®
R. Kevin Guernsey
Brandon J. Haynes, CFP®
Joseph F. Hoover
R. Steven Hurst, CFP®
Donald A. Imler
David Jeter, CFP®
Michael C. Konopelski, CIC
Jack D. Kraus, CFA
Steve Kutlenios, CFP®, CFA, CCPS
Patricia M. Lampert, CFP®
Jane L. Lordeman, CFP®
Mark Manetti, CFP®
Jeffrey D. Markanich, ChFC, CFP®
Edward A. Maruca
Gerry Mercatoris
Neil A. Merrell
Frederick A. Miner
Michael A. Montileone, CFP®
Carmen M. Petote, CFP®
Casandra A. Phillips
David H. Rearick
Douglas O. Rudnik
David C. Salvitti
Donald E. Sauer, CFP®
Jennifer S. Schrauder, CFP®
Raymond Schutzman, CFP®
Robert P. Shuty, CFP®, LUTCF
Karl G. Smrekar, Jr., CFP®
Robert A. Spicher, CPA
Robert Stroud, Jr.
Valerie E. Swan, CFP®
Joseph A. Testa
Kenneth E. Wagner, CFP®
Charles J. Wazenegger
Charles D. Wingert, MBA, MS

For help in selecting your advisor, contact us.