David Thorne, CFP®

CEO

Jason Cohen, CFP®

COO

John D. Brown, CFP®

Wealth Advisor

Joseph R. Tranchini, CFA, CFP®

Portfolio Manager

Lauren C. Coverdale, CFP®, MBA

Wealth Advisor

Kenny Kowall

Wealth Advisor

Barb Lecea

Practice Manager

Jessica Miller

Marketing & Client Experience Specialist

Vincent C. Donato, CFP®, MBA

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