William B. Beale, AIF®
Director

Bio

Brendon P. Costa, AIF®
Director of Wealth Management

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

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Patrick R. McCallister, AIF®
Senior Retirement Plan Consultant

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Evan Hirsh, AIF®
Sales Assistant

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Joe Cravotta, AIF®
Senior Retirement Plan Consultant

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Michael Parsons
Internal Plan Consultant

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William E. Ferguson , AIF®
Senior Financial Advisor

Bio

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

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Kevin Bove, AIF®
Senior 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, CFP®, JD, AIF®, MBA
Financial Advisor

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Craig Yochum, CFP®, AIF®
Financial Advisor

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Gabriel Antoni, CFP®
Financial Advisor

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Benjamin Wasson, CFP®, MBA
Financial Advisor

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

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Max V. Cizauskas
Senior Associate

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Renee Anderegg
Senior Associate

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Amanda Benner
Operations Associate

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Carla Ward
Senior Associate

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Connor Wasson, MBA
Client Services Associate

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Arleen E. Hobaugh
Office Manager

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