Mark W. Fearigo – CFP® Senior Advisor and Principal

Mark W. Fearigo, CFP® – 
Principal and Senior Advisor










Mario C. Giganti – CPA, CFP®, AIFA® Senior Advisor and Principal

Mario C. Giganti, CPA, CFP®, AIFA® – 
Principal and Senior Advisor

Nathan Bopp, MBA – CFP®, AIF® Lead Advisor

Nathan J.  Bopp, MBA, CFP®, AIF®, RICP® – 
Principal and Senior Advisor

Glen Hahlen – CFP®, AIF® Lead Advisor

Glen Hahlen, CFP®, AIF® –
Principal & Senior Advisor

Mark Muntean – CFP®, AIF® Lead Advisor & Senior Financial Planning Analyst

Mark Muntean, CFA, CFP®, AIF® –
Lead Advisor

Lisa Hay, CPA, CFP®, RICP® - Lead Advisor

Lisa Hay, CPA, CFP®, AIF®, RICP®,  –
Lead Advisor










Daniel Amiot II, AIFA® - Lead Advisor and Retirement Plan Analyst

Daniel Amiot II, AIFA® –
Lead Advisor and Retirement Plan Analyst










Megan Nall, CRPS®, AIF®
Retirement Plan Administrator










Kevin Spray, CFP®, AIF® –
Senior Financial Planning Analyst










Daniel R. Harsh, CFP®, AIF®
Financial Planning Analyst










Amanda Bernier, AIF® – 
Financial Planning Analyst










Heather Dunbar, RP®
Senior Portfolio Administrator










Jared A. Milhoan Portfolio Administrator

Jared A. Milhoan – 
Portfolio Administrator










Kelly Looker –
Portfolio Administrator










Nathan Webel –
Portfolio Administrator










Brenda Winslow, AIF®
Operations & HR Manager










Rhea Rieger –
Executive Operations Coordinator











Ginny Curran
Operations Administrator