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

Matthew Brandt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Brandt Visit Matthew Brandt's website

Sarah Johnson

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sarah Johnson Visit Sarah Johnson's website


Our team

Zack Kokes

Zack Kokes

Paraplanner

Brady Metzler

Brady Metzler

Paraplanner

Anthony Salomon

Anthony Salomon

Client Service Specialist

Ryan Gillen

Ryan Gillen

Client Service Specialist

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

Emmy Palma

Emmy Palma

Office Manager

Shanda Cheesman

Shanda Cheesman

Office Manager

Tori Black-Belt

Tori Black-Belt

Client Relationship 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

Lorrie Zajczenko

Client Service Specialist

Maria Zavala

Maria Zavala

Client Concierge

Sandy Douberly-Bedard

Sandy Douberly-Bedard

Receptionist

Delaney Latarewicz

Intern