Our People

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...