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Business Development
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Team
Business Development
Patrick Schoenberger
Associate Relationship Manager
Trevor Burlison, CFP®
Investment Consultant
Carl D’Aquila
Platform Investment Consultant
Terence Thompson
Data Specialist
Edward Kerper
Platform Consultant
Michael Begley
Platform Investment Consultant
Sophie Croce
Sales Coordinator: Platform
Noah Howard, CIMA®
Investment Consultant
Carly Brufke
Associate Platform Consultant
Doug Hughes
Platform Consultant
Jeff Greiner
Platform Consultant
Jason Snyder, CFP®
Investment Consultant
Justin Terman
Investment Consultant
Andrew Babin, CFP®
Engagement Consultant
Jenna Kepner
Platform Consultant
Pearse Hobson
Platform Consultant
Ryan Steele, CFA®
Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
