Your Team

Wealth Advisors

Brian Doyle

AAMS®
Managing Partner, Wealth Advisor

Stephen Loughman

CFP®
Managing Partner, Wealth Advisor

Michele Mardanes

AAMS®
Wealth Advisor, Office Manager

Bradley Michalchuk

CFP®
Wealth Manager

Kristen Laundry

AAMS®
Wealth Advisor

Client Services

Jessica Matheson

Director, Operations

Nancy St. Aubin

Sr. Relationship & Operations Manager

Caroline Brodigan

Relationship & Operations Manager

Courtney Weigel

Relationship & Ops Associate

Kaya Meenagh

Relationship & Ops Associate

Karen Price

Client Experience Advocate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU ®, ChFC®, CEPA
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner