Ask Our Financial Advisors Anything. Really, Anything.

We have more than 20 investment and retirement specialists ready to 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    

Greg Bowden - Managing Partner    

     ·     Zach Wolf - Operations Manager

Cornagie Wealth Management   

     ·      Don Cornagie - Managing Director   

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

     ·      Christine Burghart - Senior Registered Account Administrator

Bob Evely - Managing Principal, Senior Financial Advisor   

Gallman's Investment Management    

     ·      Gary Gallman - Managing Director   

     ·      Matthew Adams - Vice President  

     ·      Callie Bruns - Client Associate

Colleen Geiss - Vice President, Financial Advisor   

Robyn Geiss - Vice President, Financial Advisor   

David Grindle, CIMA® - Managing Principal

J.M.Equity Advisors

     .     Michael B. Tursi, CFP® - Partner
Caroline Jones, CRPC™, CRPS™ - Vice President, Financial Advisor

Kelly Private Wealth Management

     ·     Christopher Kelly - Senior Vice President     

Lewis, Litwinsky & Associates       

     ·      Bill Lewis, CFP®, CAP®, CLU®, CPM®, CRPS™, CRPC™, ChFC® - PIM Portfolio Manager, Managing Principal   

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

     ·      Lori Piazza-Timchack - Financial Advisor   

     ·      Karen Kratz - Registered Senior Administrative Associate

     ·      Carlena Piccirillo - Client Associate

Carol Lupo, CIMA® - First Vice President   

     ·      Stacey McElroy - Client Service Associate

David MacKinnon - Senior Financial Advisor   

Orlando Maldonado, CFP®, CIMA®, CPFA® - Senior Financial Advisor      

Donna Sabb - Owner, Managing Partner

Schultz Wealth Management

     ·      Bill Schultz, CFP® - Managing Director   

Shaun Small - Senior Financial Advisor   

Tryline Private Wealth

     ·      Jeffrey C. Simon, CFP® - Managing Partner

Viola Wealth Management

     ·      Dave Viola - Senior Financial Advisor   

     ·      Zach Wolf - Operations Manager

1787 Wealth Management

     ·      Joseph G. DiGiacomo - Managing Partner