Meet Our Team
Ryan Wibberley
CEO
Michael Fein
President
Frank Cappadora
Chief Compliance Officer
Judy Ann Byrd
Senior Vice President of Operations
Andy Smith
Director of Advanced Planning
Rich Sebastian
Director of Financial Planning
Malcolm Ethridge
Executive Vice-President
James Pessagno
Financial Advisor
Austin Pearl
Financial Advisor
Dawn Wright
Financial Advisor and Planning Strategist
Jaimee Wibberley
Client Relations Manager
Amanda Johnston
Senior Operations Manager
