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Business Development
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Team
Business Development
Rick Parker
Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Michael Cole, CFP®, CFS®
Senior Investment Consultant
Ian Piety
Relationship Manager
Ron Bittone
Engagement Consultant
Zack Dukich
SVP, Co-Head of National Sales
Jordan Rapoport
Investment Consultant
Jarred Sutton
Platform Investment Consultant
Steven Elf
Platform Investment Consultant
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Mark Manos, CFS®
Senior Platform Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant
Len Oliveri
Engagement Consultant
Austin Spencer
Senior Relationship Manager
Tyler Heyser
Senior Relationship Manager — Team Lead
Frank Barr
Relationship Manager
Chris Allen
Engagement Consultant
Kevin Burns
Relationship Manager
Zach Pinto, AFIM®
Senior Relationship Manager
Joseph Coopersmith
Associate Relationship Manager
