Mia Antonelli
Private Client Senior Tax Associate
Alda Boateng, J.D.
Strategic Advisor
Allison Brill
Strategic Advisor
Courtney Brust
Strategic Advisor
Brian Castagna, CTFA, AEP®
Fiduciary Advisor
John Chapoton, Esq.
Senior Advisor Emeritus
Ryan Chirichella
Strategic Advisory Associate
Lauren Dell
Strategic Advisor
John Devine, CPA
Strategic Advisor
Stuart Dorsett
Chief Strategic Advisory Officer & Head of Carolinas Office
Edward Dunn
Strategic Advisor
Joseph Ferlise
Strategic Advisor
Bridget Fitzgerald, CFP®
Strategic Advisor
Ariel Fortunato, CFP®, CTFA
Strategic Advisor
Georgina Guy
Head of International Strategic Advisory