Meet the professionals who can help you advance your retirement. We’ll be with you every step of the way, no matter where you are on your retirement journey. Executive Team Mike McAdam CEO, Principal & Founder Learn More Jack McAdam CFO & COO Learn More Edward O’Brien Integrator, CCO Learn More Heather Chavoustie Senior Director of Operations Learn More Chad Goldstein Controller Learn More Investment Team Linus Park, CFP® Investment Director Learn More Kevin McAdam, MBA, CFA® Director of Business Development Learn More Christopher Colasurdo, CFP®, AWMA® Senior RIA Operations Specialist Learn More Anthony Chirchirilio, CFP®, CRPC® Senior Vice President, Senior Advisor of Investment Management Learn More Vice Presidents Phil Simonides, CFP® Senior Vice President, Certified Financial Planner™ Learn More Joe MacDonald, CRPC® Vice President, Financial Advisor Learn More Kristen Koonce, CFP® Vice President, Financial Advisor Learn More Victoria Pazzalia, CRPC® Vice President, Financial Advisor Learn More Shane Sweigart, CFP® Vice President, Financial Advisor Learn More Boston - Learn More - Joe MacDonald, CRPC® Vice President, Financial Advisor Learn More Davis Wilson Senior Manager, Financial Advisor Learn More Chris DeGiacomo Senior Manager, Financial Advisor Learn More Matthew Donahue Senior Manager, Financial Advisor Learn More Drew Gerety Senior Manager, Financial Advisor Learn More Ian Helmus Senior Manager, Financial Advisor Learn More Alec Hartman Financial Advisor, Wealth Management Advisor Learn More Chicago - Learn More - Kristen Koonce, CFP® Vice President, Financial Advisor Learn More Todd Flynn Senior Manager, Financial Advisor Learn More Alison Schwieterman Senior Manager, Financial Advisor Learn More Austin Whittington Senior Manager, Financial Advisor Learn More Denver - Learn More - Victoria Pazzalia, CRPC® Vice President, Financial Advisor Learn More Spencer Hall Senior Manager, Financial Advisor Learn More Markus Malmgren Senior Manager, Financial Advisor Learn More Philadelphia - Learn More - Shane Sweigart, CFP® Vice President, Financial Advisor Learn More Bobby Stark Senior Manager, Financial Advisor Learn More Will Dulin District Manager, Financial Advisor Learn More Cody DiAmore Financial Advisor Learn More Josh Godick Senior Manager, Financial Advisor Learn More Jake Pinto Senior Manager, Financial Advisor Learn More John MacAuley, CFP® Senior Manager, Financial Advisor Learn More Doug Smith, CRPC® Senior Manager, Financial Advisor Learn More Virginia - Learn More - Servicing: Charlottesville and Tysons Corner Victoria Pazzalia, CRPC® Vice President, Financial Advisor Learn More Spencer Hall Senior Manager, Financial Advisor Learn More Markus Malmgren Senior Manager, Financial Advisor Learn More Client Service Team Patrick Oursler, CRPC® Philadelphia District Manager, Financial Advisor Learn More Chris Nguyen Tysons Corner District Manager Learn More Steven Schmuhl Servicing Advisor Learn More Tim Kindelin Servicing Advisor Learn More Ashton Hartman Business Development Specialist Learn More Nick Sabo Business Development Specialist, Philadelphia Learn More