William B. Beale, AIF®
Director

Bio

Brendon P. Costa, AIF®
Sales Manager

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Megan M. Warzinski, AIF®
Manager of Consulting Services

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Brian Stout, AIF®, CRPS®
Retirement Plan Consultant

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Patrick R. McCallister, AIF®
Retirement Plan Consultant

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Evan Hirsh, AIF®
Retirement Plan Consultant

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Christopher DeAndrea, AIF®, CPFA®
Retirement Plan Consultant

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Joe Cravotta, AIF®
Retirement Plan Consultant

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Andy Cooper
(coming)

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William E. Ferguson , AIF®
Financial Advisor

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

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Kevin Bove, AIF®
Financial Advisor

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Benjamin Rathfon, AIF®
Financial Advisor

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Anthony Barone, AIF®
Financial Advisor

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Jack Ryan, JD, MBA, AIF®
Financial Advisor

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Craig Yochum, CFP®, AIF®
Financial Advisor

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Benjamin Wasson
(coming)

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

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Marc Zabicki, CFA®
Chief Investment Officer

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Max V. Cizauskas
Senior Associate

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Renee Anderegg
Senior Associate

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Amanda Benner
Client Services Associate

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Carla Ward
Administrative Assistant

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Steve Margaria
Associate

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Arleen E. Hobaugh
Office Assistant

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