Meet Our Team

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Ryan Wibberley


Michael Fein


Frank Cappadora

Chief Compliance Officer

Andy Smith

Director of Advanced Planning

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Rich Sebastian

Director of Financial Planning


James Pessagno

Senior Advisor

Kimberly Mamaril

Associate Advisor

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Malcolm Ethridge

Executive Vice-President

Austin Pearl

Financial Advisor

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Jaimee Wibberley

Client Relations Manager

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Amanda Johnston

Senior Operations Manager

Heather Betz

Client Services Administrator


Danyle Ewell

Client Relations Manager