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Team Directory

REPRESENTATIVES

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

Founder, Partner and Private Wealth Advisor

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

CEO, Partner and Private Wealth Advisor

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

Partner and Private Wealth Advisor

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

Partner and Private Wealth Advisor

ASSOCIATES

Mary E Mitsch

Chief of Staff

Nicholas Duelfer ChFC®

Director of Wealth Management

Jenna Dowling

Director of Financial Planning

John Easterday

Insurance Operations Associate

Carly Fisher

Director of Insurance Operations

Katharine M Conlon Gutshall

Insurance Operations Associate

SUPPORT TEAM

Stephen W Blumenthal CLF®, M.Ed.

Director of Marketing

Alexandria Krebs

Marketing Coordinator

Courtney Harper

Marketing Coordinator