Our People

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...

Ryan Murray

Client Service Associate

Ryan is a client service associate based in our New...

Christine Nairne

Senior Advisor Associate

Christine serves as a senior advisor associate in our Fulton,...

Marilyn S. Napoli, CFP®

Senior Vice President

Marilyn Napoli joined the firm after a long and successful...

Hilary Neblett

Senior Associate, Marketing & Communications

Hilary is a Senior Associate on the Marketing team and...

Alexandria Nichols

Senior Advisor Associate

Alexandria joined the team in 2024 as a Senior Advisor...

Katie O’Connor

Advisor Associate

Katie serves as an advisor associate in our Reston, VA...

Katarina Obermaier, FPQP™

Senior Advisor Associate

Katarina is a Senior Advisor Associate based in our Melville,...

Jake Obringer, CFP®

Senior Advisor Associate

Jake serves as a senior advisor associate in our Reston,...

Madelyn Oemig

Advisor Associate

Madelyn serves as an advisor associate in our Milwaukee office,...

Channing Olson

SVP, Head of Integration and Project Management

Channing Olson serves as Head of Integration and Project Management...

Christopher Owens, CFP®

Assistant Vice President

Chris joined the firm in 2017, bringing with him a...

Danielle M. Paganuzzi

Senior Vice President

As a Senior Vice President, Danielle is an incredible advocate...

Kathleen Paradis, J.D.

Senior Trust Advisor

As a Senior Trust Advisor, Kathy leverages her thorough understanding...