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Rick Buoncore
Managing Partner
Rick Buoncore
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Jim Kacic
President & Chief Financial Officer
Chris Grisanti
Chief Equity Strategist
Holly Cavalier
Chief Compliance Officer & Managing Director
John Zaller
Managing Partner
Lesa Evans
CHRO & Senior Managing Director
Shirley Titchenell
Chief Operating Officer & Senior Managing Director
Brett Pitstick
CIO & Managing Director
Stephen Chaffin
Regional President & Senior Managing Director
Patrick Gingras
Regional President & Senior Managing Director
Barry Klarberg
Regional President, Senior Managing Director
Joe Geier
Regional President, Senior Managing Director
Martin Christ
Managing Director
Tom Fitzgerald
Senior Client Advisor & Managing Director
Matt Klarberg
Senior Client Advisor & Managing Director
Brad Turner
Senior Portfolio Manager & Managing Director
Jason Bell
Senior Wealth Advisor & Managing Director
Dj Santiago
National Head of MAI Benefits, Managing Director
Sheena Pauley
Senior Portfolio Manager, Managing Director
Joe Palko
Senior Wealth Advisor, Managing Director
Joy Puyear
Senior Wealth Advisor, Managing Director
Mark Haley
Senior Wealth Advisor, Managing Director
Sean Kriak
Senior Wealth Advisor, Managing Director
Donna Schuette
Senior Operations & Transformation Leader & Managing Director
Joe McLean
Chief Growth & Innovation Officer & Senior Managing Director
Dexter James
Senior Wealth Advisor, Managing Director
Joe Lum
Senior Wealth Advisor, Managing Director
Stephen Polan
Senior Wealth Advisor, Managing Director
David Shiell
Senior Wealth Advisor, Managing Director
Justin Bass
Sports & Entertainment Managing Director
Egon Singerman
Senior Benefits Advisor, Managing Director
Christopher Biff Baker
Senior Wealth Advisor Team Leader & Managing Director
Anne Marie Griffith
Senior Wealth Advisor & Managing Director
Jim Perrine
Financial Planning Team Leader, Managing Director
Jason Hamilton
Director of MAI Retirement, Managing Director
John Tyrrell
National Head of Business Development & Senior Managing Director
Jay Levin
Senior Wealth Advisor & Managing Director
Bruce Wiener
Senior Wealth Advisor, Managing Director
John David Loden
Senior Wealth Advisor, Managing Director
Keola Elobt
MAI Retirement, Group Head
Clayton Perry
MAI Retirement, Group Head
Joe Vislocky
Technology Director, Director
Ariel Lafond
Senior Tax Advisor & Director
Chris Buoncore
Wealth Specialist & Director
Sally Sanders
Retirement Plan Operations Manager, Director
Lindsay P. Sawicki
Senior Portfolio Manager, Director
James Maher
Wealth Advisor, Director
Alexandra Swanson
Wealth Advisor, Director
Nick Ferrari-Smith
Wealth Advisor, Senior Associate
Inna Collins
Wealth Advisor, Senior Associate
George Lynch
Senior Business Development Officer, Director
Ryan Grazer
Senior Client Advisor, Director
Robert Dzurilla
Senior Tax Advisor & Director
Rafael Perez
Senior Wealth Advisor & Director
Justin Slaby
Tax Advisor & Director
Ari Wiener
Wealth Advisor & Director
Ally Werden
Wealth Advisor & Director
Mitchel Faulkner
Wealth Advisor & Senior Associate
Amy Namitka
Tax Advisor & Director
Kevin Liu
Wealth Advisor, Director
Stuart Ashwood
Wealth Advisor, Director
Michelle Pelini
Communications Manager, Director
Tiffany Abril
Client Service Team Lead
Tina Jacob
Client Onboarding/ Offboarding Team Lead
