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Our People

Charles Meixelsperger
Charles Meixelsperger

Assistant Vice President, Investments

Anne Melewski
Anne Melewski

Administrative Assistant & Special Projects Coordinator

Max Meltzer, CFP®
Max Meltzer, CFP®

Senior Vice President

Sierra Middleton
Sierra Middleton

Marketing & Growth - Shared Services

Amy Miller, CFP®, CDFA®
Amy Miller, CFP®, CDFA®

Senior Vice President

Alexander Milley
Alexander Milley

Advisor Associate

Dylan Mills
Dylan Mills

Marketing & Growth Manager - Atlantic

Kevin Moloney
Kevin Moloney

Managing Director

Lynette Monegro
Lynette Monegro

Senior Client Service Associate

Ebony Montesino
Ebony Montesino

Senior Client Service Associate

Andrew Moore
Andrew Moore

Assistant Vice President, Advisor Technology

Ryan Moore, CFP®
Ryan Moore, CFP®

Senior Advisor Associate

Michael Moriarty
Michael Moriarty

Chief Investment Officer

Nicholas Morisi
Nicholas Morisi

Human Resources Coordinator