Peter Hughes, CFA®
President & Chief Investment Officer
Jon Stanfield
VP & Chief Compliance Officer
Joanne Hughes
VP & Chief Operating Officer
Molly Spoon
Director of Operations
Michael DeSantis, CFA®
Senior Investment Analyst & Trader
Bryce Grahn, CFP®
Financial Planner
Ginger Shields
Advisor Support Coordinator
Mallory Grahn
Social Media & Marketing Specialist
Kristi Shepard
Operations Specialist
Maria Bechthold
Operations Specialist
Jessica Gattorna
Operations Specialist