Ambassadors

Greg Avallon, CFA®

Financial Advisor

Chris Bieler

Financial Advisor

Arielle L. Jacobs-Bittoni, CFA®

Financial Advisor

Robbie Blauer, CMFC, CRPC 

Financial Advisor 

Mark Chase

Financial Services Representative

Daniel Chung, CFBS

Financial Services Professional

Dave Connelly, CFP®

Financial Advisor

Steven Dark

Financial Services Professional

Kevin Dykes

Financial Advisor

Shane Foley

Financial Services Professional

Neil Godsey, CFA®, CFP®

Financial Advisor

Jeremiah Goldenetz, MBA

Financial Services Professional

Jeff Jen

Financial Advisor

Jim Keane

Financial Services Professional

Jon Markos 

Financial Advisor

Brian McNamara, CFP®, MST

Financial Advisor

Patrick Menerey, CFP®

Financial Advisor

Matt Pime

Financial Advisor

Mike Roberts

Financial Services Professional

Pete Roberts

Financial Services Professional

Phil Roberts

Financial Advisor

Matt Schraeder

Financial Services Professional

Chase Skistimas

Financial Advisor