For Individuals For Employers For Financial Professionals

Meet Your Planners

Be confident in your financial future

Amber Martignetti

Wealth Management & Operations Manager

Nicholas Ockenga

Financial Planner

Tim Payne

Senior Financial Planner

Fabiana Pereira

Senior Financial Wellness Educator

Ryan Petti

Financial Planner

Sarah Stevens

Financial Wellness Educator

Nikhil Stiff

Investment Operations Associate

Angie Walker

Senior Investment Operations Associate

Jhon White

ParaPlanner
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