Ask Our Financial Advisors Anything. Really, Anything.

We have more than 20 investment and retirement specialists ready to help clarify your financial picture.


Click on one of our talented professionals below to learn a bit about them, and they'll be happy to get back with you.

Tim Adams, CIMA® - Owner, President

Matthew Adams - Vice President, Financial Advisor

Michael Ahrens, CFP®, CPM® - Managing Director

Joseph Azzara, CFP® - Managing Partner

Greg Bowden - Managing Partner

·      Zach Wolf - Operations Manager

Dan Campbell, CRPS®, Managing Partner

Bob Evely - Senior Financial Advisor

Colleen Geiss, CFP® - Vice President, Financial Advisor

Robyn Geiss, MBA - Vice President, Financial Advisor

David Grindle, CIMA® - Managing Principal

Caroline Jones, CRPC®, CRPS® - Vice President, Financial Advisor

Carol Lupo, CIMA® - First Vice President

·      Stacey McElroy - Client Service Associate

Donna Sabb - Owner, Managing Partner

Shaun Small - Senior Financial Advisor


TPG Teams

1787 Wealth Management

·      Joseph G. DiGiacomo - Managing Partner


Cornagie Wealth Management

·      Don Cornagie - Managing Director

·      Colleen Geiss, CFP® - Vice President, Financial Advisor

·      Christine Burghart - Senior Registered Account Administrator


Eastburn Wealth Management

·      Michael Eastburn, CFP® - Senior Vice President

J.M.Equity Advisors

·      Michael B. Tursi, CFP® - Partner


Kelly Private Wealth Management

·      Christopher Kelly - Senior Vice President


Lewis, Litwinsky & Associates

·      William V. Lewis, Jr., CFP®, CAP®, CLU®, CPM®, CRPS® - Managing Principal, PIM Portfolio Manager

·      Marisa Litwinsky, CRPC® - Managing Partner, Senior Financial Advisor

·      Lori Piazza-Timchack – Assistant Vice President, Senior Financial Advisor

·      Karen Kratz - Registered Senior Administrative Assistant

·      Carlena Piccirillo - Client Associate


Miller Garcia Wealth Management

·      Richard E. Miller, Jr. – Managing Partner

·      Amy Garcia – Senior Vice President

·      Rick Miller, III – Vice President

·      Corey Albach – Client Associate

Potomac Wealth Management

·      Orlando Maldonado, CFP®, CIMA® - Wealth Advisor

·      Andrew Boostrom – Client Associate

Schraeder, Kabala, & Associates

·      Gene N. Schraeder, Jr. – Managing Partner

·      Matt Kabala – Managing Partner

·      Summer Hoffman – Senior Client Associate


Schultz Wealth Management

·      Bill Schultz, CFP® - Managing Director

Tryline Private Wealth

·      Jeffrey C. Simon, CFP® - Managing Partner


Viola Wealth Management

·      Dave Viola - Senior Financial Advisor

·      Chris Wainwright - Client Associate