Associates

• Adam Lutz

  Financial Professional

• Hasan Ali

• Gavin Borzello

  AML Officer , Chief Compliance Officer and Operations Officer

• Jerry Borzello

  President

• Kurt Grimmer

• Kevin Hauser

• Adam Hill

• Langdon Hollingsworth

• Lee Hollingsworth

• Roger Hyde

• Paul Lightfoot

• John Lutz

  Financial Advisor

• Richard J. Miller

• Matt Richardson

• Steve Rowley

• Wallace Sheely

  Branch Manager

• Mike Stryczny

• Bob Wilder

  Senior Vice president

• Elizabeth Wilder