Our Team

Here to Help You

Leadership Team

William B. Beale, AIF®
Director

Brendon P. Costa, AIF®
Director of Wealth Management

Megan M. Warzinski, AIF®
Director of Retirement Plan Services

Consulting Team

Patrick R. McCallister, AIF®
Senior Retirement Plan Consultant

Evan Hirsh, AIF®
Sales Assistant

Christopher DeAndrea, AIF®, CPFA®
Retirement Plan Consultant

Joe Cravotta, AIF®
Senior Retirement Plan Consultant

Andy Cooper, CPC, AIF®
Senior Retirement Plan Consultant

Michael Parsons
Internal Plan Consultant

Advisor Team

William E. Ferguson , AIF®
Senior Financial Advisor

Tiffany M. Benigni, CFP®, AIF®
Financial Advisor

Kevin Bove, AIF®
Senior Financial Advisor

Benjamin Rathfon, AIF®
Financial Advisor

Anthony Barone, AIF®
Financial Advisor

Jack Ryan, CFP®, JD, AIF®, MBA
Financial Advisor

Craig Yochum, CFP®, AIF®
Financial Advisor

Gabriel Antoni, CFP®
Financial Advisor

Benjamin Wasson, CFP®, MBA
Financial Advisor

Investment and Service Team

John M. Kirkpatrick, CIMA®, AIF®
Investment Research Associate

Max V. Cizauskas
Senior Associate

Renee Anderegg
Senior Associate

Amanda Benner
Operations Associate

Carla Ward
Senior Associate

Connor Wasson, MBA
Client Services Associate

Trey Harper III
Client Services Associate

Arleen E. Hobaugh
Office Manager

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