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Our People

Marla Mulligan
Marla Mulligan

Office Manager

Marilyn Napoli, CFP®
Marilyn Napoli, CFP®

Senior Vice President

Thomas Nardone
Thomas Nardone

Advisor Associate

Hilary Neblett
Hilary Neblett

Director of Marketing & Growth – Northeast

Peyton Nimsakont
Peyton Nimsakont

Senior Associate, Mergers & Acquisitions

Katie O'Connor, CFP®
Katie O'Connor, CFP®

Advisor Associate

Madison O'Reilly
Madison O'Reilly

Office Manager

Katarina Obermaier, CFP®
Katarina Obermaier, CFP®

Senior Advisor Associate

Jake Obringer, CFP®
Jake Obringer, CFP®

Assistant Vice President

Madelyn Oemig, CFP®
Madelyn Oemig, CFP®

Senior Advisor Associate

Andrea Olivares, MBA
Andrea Olivares, MBA

Senior Client Service Associate

Matthew Oliveira
Matthew Oliveira

Advisor Associate

Channing Olson
Channing Olson

Chief Operating Officer

Brenna Paananen, CFP®, CIMA®
Brenna Paananen, CFP®, CIMA®

Senior Advisor Associate

Greta Panke
Greta Panke

Advisor Associate