Our advisors

Christopher Cagadas

CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Christopher Cagadas Visit Christopher Cagadas's website

Kevin Stevens

CRPC, APMA

Private Wealth Advisor

Learn more about Kevin Stevens Visit Kevin Stevens's website

Donald Karpick

CFP®

Associate Financial Advisor

Learn more about Donald Karpick Visit Donald Karpick's website

Charles J Stuck

CRPC

Financial Advisor

Learn more about Charles J Stuck Visit Charles J Stuck's website

Joseph A O'Hare

Associate Financial Advisor

Learn more about Joseph A O'Hare Visit Joseph A O'Hare's website

Narayan Athanikar

MS, CIMA®, CRPC

Financial Advisor

Learn more about Narayan Athanikar Visit Narayan Athanikar's website


Our team

Cheryl Pellus

Cheryl Pellus

Client Service Coordinator

Judith Zawisza

Judith Zawisza

Administrative Assistant

Agnes Szuminski

Administrative Assistant