Meet Our Team

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Ryan Wibberley

CEO

Michael Fein

President

Frank Cappadora

Chief Compliance Officer

Andy Smith

Director of Advanced Planning

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Rich Sebastian

Director of Financial Planning

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Malcolm Ethridge

Executive Vice-President

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James Pessagno

Financial Advisor

Austin Pearl

Financial Advisor

Carlos Salmon

Carlos Salmon

Senior Vice-President

Emily Moline

Emily Moline

Paraplanner

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Jaimee Wibberley

Client Relations Manager

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Amanda Johnston

Senior Operations Manager

Heather Betz

Client Services Administrator

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Danyle Ewell

Client Relations Manager