Meet Your Financial Advising Team

Matthew Glatt

CPA, CFP ®

Founder and CEO

Kevin Christopher

JD

Partner, Director of Investments

Jaclyn Hissick

Wealth Advisor

Gary Martin

CPA

Wealth Advisor

Nan Conlon

Client Service Manager

Carmelina Mancini

Operations Manager

Jessalyn Pito

Insurance Specialist

Patrick Carter

CPA

Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching and Director, Retirement Research

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Director of Wealth and Estate Planning

Krista Thompson

Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®

Vice President, Wealth Planning

Ryan Yamada

Planner

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

CIPM

Director of Platform Operations

Rick Jaster

CFA®

Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer

Brett Carson

CFA®

Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®

Equity Analyst

Kellie L. Duffy

Senior Trader, Registered Rep.

Jeff Harris

Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trading Specialist, Registered Rep.