Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
Southeast
Southwest
West
Alex Miles

Alex Miles

Sr. Wealth Advisor

Brian Smyth

Brian Smyth

Wealth Advisor

Hanna Yesuf

Hanna Yesuf

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

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