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    

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 

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

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   

Bill Schultz, CFP® - Managing Director   

Shaun Small - Financial Advisor   

Viola Wealth Management

·      Dave Viola - Senior Financial Advisor   

·      Zach Wolf - Operations Manager