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Edwin M. "Tim" Johnston III
Partner, Founder
Shant Goubrial
Co-Managing Partner, Chief Operating Officer
Richard Ryskalczyk, CFA
Co-Managing Partner, Lead Portfolio Manager
Larry Stolzenburg, CPA
Partner, Head of Advisory Services
Jonathan Amoia, CPWA®, CEPA®
Partner, Managing Director
Tina Hassler
Partner, Investment Advisor
Christopher Kicinski, CPA, CFP®
Partner, Investment Advisor
Mark Larry, CFA
Partner, Senior Equity Analyst
Ryan Myers
Partner, Chief Compliance Officer
Aaron VandeGuchte, CFA
Partner, Chief Equity Analyst
Thomas Baker
Investment Advisor
Jeff Lowrie, CIMA®
Director of National Sales
Brian Dillon, AIFA, ChFC
Investment Advisor, Retirement Plan Fiduciary
Stephen K. Garvin
Investment Advisor
Christian Martinez, CFP®
Investment Advisor
John Canty, CFP®
Investment Advisor
Paul Stancs
Director
Amanda Theriot
Director of Human Resources
Tim Myers, CFA
Equity Analyst
Ariel Bauerlein
Senior Client Service Associate
Max Wojtczak
Director of Operations
Julianna Zin
Client Service Associate
Colin Helfer
Data Coordinator
Mariah Hollingsworth
Client Service Associate
Peter Kazmierczak, CFP®
Investment Advisor
Numayer Khan
Client Service Associate
Megan LaRue
Client Service Associate
