Our People

Uliana Michaelis, CFP®

Vice President

Joining the firm in 2018, Uliana currently serves as an...

Sierra Middleton

Senior Marketing Coordinator

Sierra is a Marketing Manager for the West Coast, serving...

Jennifer Mielnicki, MBA

Director, Trusts & Estates

Jennifer has more than 20 years of experience in managing...

Karen Miller

Client Service Associate

Karen serves as a Client Service Associate in the firm’s...

Amy Miller, CFP®, CDFA®

Senior Vice President

As a financial advisor, Amy serves a wide range of...

Dylan Mills

Senior Marketing Coordinator

Dylan joined the team through the acquisition of ACG Wealth...

Inessa M. Mischenko, CSOP

Managing Director, Director of Client Operations

Joining the firm in 2019 and based in our Potomac...

Kevin Moloney

Managing Director

Kevin joined the firm in 2013 as an advisor and...

Lynette Monegro

Senior Client Service Associate

Lynette joined the firm in 2018 as a client operations...

Ebony Montesino

Senior Client Service Associate

Ebony Montesino joined the firm in April 2017 in an...

Andrew Moore

Senior Associate, Data Management

Andrew joined the team in 2019 and works as a...

Ryan Moore, CFP®

Senior Advisor Associate

Ryan is a Senior Advisor Associate based in our Bay...

Michael Moriarty

Chief Investment Officer

Michael joined the firm in 2017. As Chief Investment Officer,...

Matthew Moser, CFP®

Senior Advisor Associate

As a senior advisor associate in our New York City...

Bobby Moyer, CFA®, CFP®, CAIA®

Senior Vice President

Bobby joined the team through the acquisition of ACG Wealth...

Marla Mulligan

Office Manager

Marla Mulligan is the Office Manager of the San Rafael...