A
Cindy Arntz – Associate
Jon Arntz CFP® – Partner
B
Rebecca Bar-Shain CFP® MBA – Partner
Roxanne Beran CLTC® – Insurance Planning Specialist
Richard Block – Partner
C
Laurel Caraboolad-Goldberg – Associate
Luci Charnas – Associate
Cheri Cuffari – Associate
D
Michael DeJohn – Partner
Bridget Deska – Associate
Edward DeTomaso CLU® ChFC® – Partner
G
Will Glubiak – Associate
William Glubiak – Chief Executive Officer
H
Sabrina Harter – Director of First Impressions
William Hawke – Partner
Laurie Haynes – Associate
Judi Hernandez CFP® – Partner
J
Bill James – Director of Project Management
K
Jodi Kay – Associate
Janine Kushner – Associate
L
Frank Legan – Partner
M
Kathleen Madormo – Associate
John Mannen CLU® ChFC®  – Partner
Adam Meidenbauer CFP® – Partner
April Menary – Director of Operations
Kristen Moran CFP® – Director of Financial Planning
Brian Morton – Associate
Mark Munday CFP® – Partner
N
Azim Nakhooda – Partner
O
Shannon Oddi – Associate
R
David Robertson CFP® JD – Partner
Linda Robertson – Associate
Kenneth Rogat CLU® ChFC® – Partner
S
Wayne Salsbury – Manager of Data Analytics
Christine Sivak AIF QKA – Partner
Howard Slater MBA MSFS® CMFC ChFC® CLU BFA®  – Partner
Dayna Smith – Partner
Kelly Smith CFP® – Chief Compliance Officer
Erin Stevenson – Associate
W
Mandy Weiskopf – Associate