REPRESENTATIVES

James H. Meanix CFP®, CLU®, ChFC®, AEP®, CASL®

Founder, Partner and Private Wealth Advisor

Michael S. Robustelli ChFC®, CASL®, CLU®

Chief Executive Officer, Partner and Private Wealth Advisor

Aaron D. Channing CFP®, ChFC®, RICP®, CLU®

Chief Advancement Officer, Partner, Private Wealth Advisor

Zachary Y. Wineland CFP®, ChFC®, CLU®, RICP®, AEP®

Chief Strategy Officer, Partner, Private Wealth Advisor

ASSOCIATES

Mary E Mitsch

Chief of Staff

Nicholas Duelfer ChFC®, CLU®

Director of Wealth Management

Jenna Dowling ChFC®

Director of Financial Planning

John Easterday

Insurance Operations Associate

Carly Fisher

Director of Insurance Operations

Steven M Quinones

Investment Operations Associate

Jacob Keeports

Investment Operations Associate

Colleen Dalton MPH

Insurance Operations Associate

Brett Carr

Operations Associate

Allison Caler

Leadership Support Associate

SUPPORT TEAM

Stephen W. Blumenthal CLF®, M.Ed.

Director of Marketing

Alexandria S. Krebs

Marketing Coordinator

Courtney A. Harper