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About us

Meet Your Advisor

Abegael Fleming

Managing Director, Human Resources

Adam Bernstein

Partner, Investment Analyst

Alexander Lazieh

Trading Associate

Alexandra Quitko Baranski, CPA

Wealth Advisor

Andrea Hamilton, CFP®

Wealth Advisor

Andrew Appel

Communications and Media Liaison

Andrew Bellak

Partner | Wealth Advisor

Andrew Dimaio

Mergers and Acquisitions Analyst

Anna Marie Grosso

Private Client Associate

Annette Wilson

Private Client Associate

Arthur Ambarik, CFP®

CEO | Financial Advisor

Artie Green, MBA, CFP®

Wealth Advisor

Benjamin Covar, CFA®

Wealth Advisor

Beth Bosworth, CFP

Partner | Head of Financial Planning | Wealth Advisor

Bill Rackley, CFP®

Wealth Advisor

Brad Bell

Financial Planning Associate

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