Your Team

Wealth Advisors

J. Joseph Roman

CPA/PFS, MST
Managing Director, Senior Wealth Advisor

Matthew J. Kulpa

CPA, MBA
Principal, Wealth Advisor

Joel M. Davis

CFP®, MSFP
Relationship Manager/Associate Wealth Advisor

Client Services

Jane-Ann Pineda

Accounting Specialist

Christian Wallace

Client Service Associate

Operations

Lisa A. Roman

Principal, Office Administrator

Sandra W. Depew

Administrative Associate

Lisa Roman-Fischetti

Operations Associate

PAWfessionals (AKA The Kibble Krew)

Harley Roman

Chief Comfort Officer

Luna Roman

Chief Comfort Officer II

Investments

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Scott Budd

CFP®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner