Ask Our Financial Advisors Anything. Really, Anything.

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

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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 

     .     Jay R. Pocius - Managing Partner

     .     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