Nick LoCicero
Financial Planner
Parker Landolf
Financial Planner
Alex Murphy
Client Service Specialist
Angela Piccioni
Client Service Specialist
Austin Jamati, CPA
Client Service Specialist
Elisha Sanchez, MBA, WMS™
Regional Sales Associate
Faisal Ahmed
Client Service Specialist
Jann Leonard
Manager, Client Service
Josie Gonzalez Solorio
Client Service Specialist
Laurel Portman
Client Service Specialist
Melody Manzanedo
Manager, Client Service
Michelle Ottoboni
Client Service Specialist
Naeshia Mota
Manager, National Client Service Specialist
Owen Good
Client Service Specialist
Stephen Morris
Client Service Specialist
Tanya Thomasson, CFP®
Director, Client Service – UHNW & Private Markets
Tess Gold
Sr. M&A Comp Analyst
Wendy Reeves, WMS℠
Sr. Client Service Specialist
Tim Kallas
Sr. Vice President
David Oh, JD, LLM
VP, Wealth Strategy
