Our Advisors
Hayden J. Bankes
Financial Advisor
Patrick R. Barry
Financial Advisor
Angela L. Dietz
Financial Advisor
Joseph C. Henriques
Managing Director, Principal Wealth Advisor
David A. Langan
Financial Advisor
Brian C. Lauer
Financial Advisor
Patricia A. Marschner
Financial Advisor
Jeffrey A. Mills
Financial Advisor
Jeffrey E. Pascoe
Financial Advisor
Christopher K. Pennington
Financial Advisor
Justin Racculia
Financial Advisor
Lena S. Rizkallah
Financial Advisor
Elijah C. Manning
Financial Advisor
Sarah White
Financial AdvisorCheck out the background of investment professionals on FINRA’s 
Our Staff
Ethan Cramer
Business Development Associate
John Myers
Portfolio Analyst
Matthew McDonald
Associate Financial Planner
Camryn T. Gibson
Client Services Specialist
Susan M. Henschke
New Business Coordinator
Melanie V. Morales
Director of Operations
JaBarrie Easter
Client Service Associate
Sarah Paterson
Office Support Coordinator
Kelsea Oravic
Marketing & Communications Manager
Sarraine Henry
Digital Marketing Coordinator
Allie Wagner
Director of Operational Strategy
Britney Roadcap
Scheduling Coordinator
Janet S. Santiago
Client Service Associate
Austin Beard
Client Service Associate
Allison Wray
Client Services Specialist