Jerry Adams
Private Client Tax Advisor
Mia Antonelli
Private Client Senior Tax Associate
Alda Boateng, J.D.
Strategic Advisor
Allison Brill
Strategic Advisor
Brian Castagna, CTFA
Fiduciary Advisor
John Chapoton, Esq.
Strategic Advisor
Ryan Chirichella
Strategic Advisory Associate
Lauren Dell
Strategic Advisor
John Devine, CPA
Strategic Advisor
Stuart Dorsett
Chief Strategic Advisory Officer & Head of Carolinas Office
Edward Dunn
Strategic Advisor
Joseph Ferlise
Strategic Advisor
Bridget Fitzgerald, CFP®
Strategic Advisor
Ariel Fortunato, CFP®, CTFA
Strategic Advisor
Ty Hamil
Business Analyst