Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Sarah Cannon

Sarah Cannon, CFP®

Wealth Advisor, Director

Sarah Berry

Sarah Elise Berry, CFP®

Sr. Wealth Advisor

Portland – South

Schane Goheen, CFP®, CLU®

RVP, Wealth Advisor, Director

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Scott Cravens, JD

Sr. Wealth Advisor, Director

Scott Paschal - Sr Wealth Advisor

Scott Paschal

Sr Wealth Advisor

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA, CRPC

Wealth Advisor

Jacksonville, Columbus

Scott Williams, CFP®

Sr. Wealth Advisor, Director

Sean Heidig

Sean Heidig, CFP®

Wealth Advisor

Sean O’Connor, CFP®

RVP, Wealth Advisor

Stefani Kohler

Stefani Kohler, CFP®, CDFA®

Wealth Advisor

Stephanie Fernandes, CFP®

Regional Vice President

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Stephen Donahue

Senior Wealth Manager, Director

Menlo Park, San Francisco

Stephen West - Sr. Wealth Advisor

Stephen L. West, CFP®, ChFC®, AIF®, CRPS®

Sr. Wealth Advisor

Steve Cordasco

Sr. Wealth Advisor, Director

Naples, Sarasota, Cherry Hill

Steven Crevar

Steven Crevar, CFP^®

Wealth Advisor

Morristown, New York

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Stewart Schrader, CFP®

Wealth Advisor

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