Your Team

Wealth Advisors

J. Joseph Roman

CPA/PFS, MST, CEPA
Managing Director, Senior Wealth Advisor

Matthew J. Kulpa

CPA, MBA
Principal, Wealth Advisor

Joel M. Davis

CFP®, MSFP
Financial Planner, Wealth Advisor

Client Services

William Uhlig, Jr.

Tax Manager

Jane-Ann Pineda

Accounting Specialist

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

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Mike Lawrence

CFA®
Portfolio Manager

Research Department

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, Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Kimberly Flynn

CFP®
Director, Wealth Planning

Scott Berryman

JD
Director, Trust Services

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner