Our advisors

Brett D White

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brett D White Visit Brett D White's website

Will Del Cotto

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Will Del Cotto Visit Will Del Cotto's website

Brian Cahill

MBA, CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Cahill Visit Brian Cahill's website

Madeline Shounick

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Madeline Shounick Visit Madeline Shounick's website

Brandon Johnston

APMA

Financial Advisor

Learn more about Brandon Johnston Visit Brandon Johnston's website


Our team

Zack Kokes

Zack Kokes

Paraplanner

Brady Metzler

Brady Metzler

Paraplanner

Andrew Corlett

Andrew Corlett

Investment Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA

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Jill White, CFP®

Jill White, CFP®

Operations Director,

Chief Operating Officer of Ardent Wealth Advisors

Qualifications

  • Certified Financial Planner

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Sachi Richmond

Sachi Richmond

Operations Manager

Nancy Moser

Nancy Moser

Client Concierge

Emmy Palma

Emmy Palma

Office Manager

Shanda Cheesman

Shanda Cheesman

Office Manager

Jill Green

Jill Green

Administrative Assistant

Seena Sartho

Seena Sartho

Client Service Specialist

Qualifications

  • Series 7, Series 66 licenses

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Lorrie Zajczenko

Client Service Specialist

Delaney Latarewicz

Intern

Jennifer Fox

Intern