All Advisors

Stephanie Forrester

Stephanie Forrester, CFP®, ChSNC®, AIF®

Stephanie currently serves as an advisor in our Madison, WI office. In this role, she manages client relationships, assists in ...

Stephanie Carmel

Stephanie Carmel, CFP®, CDFA®, MBA

Stephanie serves as an Assistant Vice President and advisor in the firm’s New York office, supporting the broader team of ...

Uliana Rymar

Uliana Michaelis, CFP®

Joining the firm in 2018, Uliana currently serves as an Advisor in our Westport and New York offices. She serves ...

Aviva Pinto

Aviva Pinto, CDFA®, CDS®

Aviva Pinto joined the firm in 2015 through an acquisition and has over 30 years of experience in the financial ...

Justin Cone

Justin Cone, CFA®

Justin joined the firm in 2019 and works as an advisor in the firm’s New York office. He supports the ...

Stacey Rosenson

Stacey Rosenson, CFP®

Stacey joined the firm in 2018 and serves as an Advisor in our New York office. She works with clients ...

Natalie Truty

Natalie Truty, CFP®

Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions ...

Andy Weissman

Andrew S. Weissman, J.D., CFP®

Andy is a Certified Financial Planner™ professional who excels at developing and explaining concepts, strategies, and tools that improve the ...

Bryan Stretton

Bryan Stretton, CFP®

  Bryan joined the firm in 2015 and works as an advisor in our Reston, VA office. He works with ...

Martha Staniford

Martha Staniford

Martha joined the firm in early 2003. She serves as a senior advisor, working with clients to develop, implement, and ...

Grant Ruder

Grant Ruder, CFP®

Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and the lead for the Reston office. He has been ...

Crystal Wipperfurth

Crystal Cox, MBA, CDFA®, CFP®

Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Crystal utilizes ...