Org chart
Michael Kalas
Chief Executive Officer
Michael Kalas
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Timothy Shean
Principal & Chief Investment Officer
Steve Richardson
Principal & Senior Advisor
Joe Lamoglia
Principal & Senior Advisor
Amy Frix
Director of Operations
Kyle Morrissey
Financial Planning Associate
Ryan Sullivan
Financial Planning Associate
Nancy Rick
Senior Advisor
Phil Corso
Senior Advisor
Ryan Kellinger
Advisor
Nicole Infantolino
Advisor Assistant
Grayson Hurley
Advisor Assistant
