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.

Leadership Team

Mike McAdam

CEO, Principal & Founder

Jack McAdam

Chief Financial Officer

Edward O’Brien

Chief Admin Officer & Chief Compliance Officer

Kristen Koonce, CFP®

Chief Operating Officer

Shane Sweigart, CFP®

Chief Revenue Office

Chad Goldstein

Controller

Anthony Chirchirillo, CFP®, CRPC®

Executive Vice President, Senior Advisor of Investment Management

Cindy Bregman

Senior Director of Operations

Financial Advisors

Phil Simonides, CFP®

Executive Vice President, CERTIFIED FINANCIAL PLANNER® Professional

Victoria Pazzalia, CRPC®

Senior Vice President, Financial Advisor

Michael Bond

Vice President, Financial Advisor

Illya M. Bermant, AAMS®

Vice President, Financial Advisor

Grant Shapiro, CRPC®

Vice President, Financial Advisor

Andrew Duffy, CRPC®

Senior Advisor

Stephen McCarrick

Senior Advisor

Robert Stark

Vice President, Financial Advisor

Tyler Kendzior

Associate Financial Advisor

Nick Sabo

Associate Financial Advisor

Sebastian Dovi

Client Relationship Manager, Financial Advisor

Derek Stavarski

Vice President, Financial Advisor

Henry Yocum

Client Relationship Manager, Financial Advisor

Zachary Clark

Client Relationship Manager, Financial Advisor

Steven Schmuhl

Client Relationship Manager, Financial Advisor

Ben Lucas

Client Relationship Manager, Financial Advisor

Benjamin Poe

Associate Advisor

Kirsten Buddington Davis

Client Relationship Manager, Financial Advisor

Investment Team

Linus Park, CFA®, CFP®, MSF

Investment Director

Kevin McAdam, MBA, CFA®

Director of Trading and RIA Manager

Christopher Colasurdo, CFP®, AWMA®

RIA Operations Manager

Thomas Williams

RIA Operations Professional

Anthony Chirchirillo, CFP®, CRPC®

Executive Vice President, Senior Advisor of Investment Management

Client Experience Team

Parker Moody, CFP®

Vice President

Oshaka Pinto

Client Service Analyst Team Lead

McKenna Clapper

Client Experience Representative

Aliyah Smith

Client Experience Representative

Holly Davis

Client Experience Representative

Client Development Team

Aaron Swenson

Vice President, Financial Advisor

Paul Mason

Manager of Advisor Development

Brianna Radnich

Client Development Specialist

Casey Kurlej

Client Development Coordinator

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