Expect an Expert

Renee Anderegg

Senior Associate

Gabriel Antoni CFP®

Financial Advisor

Anthony Barone AIF®

Financial Advisor

Tiffany Benigni CFP®, CPFA®, AIF®

Financial Advisor

Amanda Bigley

Client Services Associate

Kevin Bove AIF®

Manager of Wealth Management

Sierra Christian

Financial Advisor

Joseph Cravotta AIF®

Manager of Institutional Services

Evan Hirsh AIF® , CPFA® , NQPA

Relationship Manager

Arleen Hobaugh

Office Manager

Joseph Kelly CFA, Chartered Financial Analyst®

Wealth Management Investment Strategist

John Kirkpatrick CIMA®, AIF®

Senior Institutional Investment Strategist

Roblyn Kelly

Senior Retirement Plan Consultant

Austin Krise

Retirement Plan Consultant

Alisha Macefe

Patrick McCallister AIF®

Manager of Institutional Sales

Jesse Putkoski

Client Services Associate

Benjamin Rathfon CPFA®, AIF®

Financial Advisor

Diane Ritter

Senior Retirement Plan Consultant

Jack Ryan CFP®, J.D., MBA, AIF®

Financial Advisor

Oakes Salancy

Insurance Consultant

Chris Securcher

Senior Retirement Plan Consultant

Carla Ward

Administrative Assistant

Megan Warzinski AIF®

Managing Director, HB Retirement

Craig Yochum CFP®, CPFA®, AIF®

Financial Advisor