Stephanie Forrester, CFP®, ChSNC®, AIF®
Assistant Vice President
Stephanie currently serves as an advisor in our Madison, WI...
Amanda Fox, MBA, CFP®
Vice President
Amanda Fox is a Vice President and Advisor in the...
Cheyenne Francis
Senior Associate, Client Operations
Cheyenne joined the team in 2019 and works as a...
Jay Frank, CFP®, CLU, ChFC®
Senior Vice President
Jay has been helping individuals and businesses with their planning...
Joshua Frank
Senior Advisor Associate
Joshua joined the firm in 2018, having previously interned in...
Greg Friedman, MS
Senior Strategic Advisor
Greg Friedman is a Senior Strategic Advisor of Wealthspire Advisors....
Stephany Fryman
Assistant Vice President, Advisory Technology
Stephany joined the team at the start of 2022 in...
Kevin Gahagan, CFP®, CIMA®, CEP, CIMC
Managing Director
Kevin Gahagan is a Managing Director and financial advisor at...
Ashley Garabo, FPQP™
Senior Associate, Client Operations
Ashley is a Senior Client Operations Associate based in the...
Joseph P. Garrison, CFP®, AIF®
Managing Director
Joe Garrison is a Managing Director and Advisor in the...
Anora Gaudiano, CFP®
Assistant Vice President
Anora is a financial advisor in our New York office....
Kathleen Gay, FPQP®
Client Service Associate
Kathleen is a Client Service Associate based in the firm’s...
Daniel W. Geary, J.D.
Managing Director
Dan joined the firm’s Philadelphia office in 2017 as a...
Zachary Gering, CFP®
Managing Director
Zachary Gering is a Managing Director, financial advisor, and also...
Matt Giambazi
Client Service Associate, Office Manager
Matt serves as a Client Service Associate and Office Manager...
Deborah Gibbs
Senior Associate, Compliance
Deborah Gibbs serves as a Senior Associate on the Compliance...
