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Affiliate Advisors

Andrew P. Bernstein J.D., CFP®, CPWA®, RICP®

Wealth Management Advisor

Dan Owen CFP®, CLU®, ChFC®, AEP®, RICP®

Wealth Management Advisor

Delynn Dolan Alexander

Co-Founder and Private Wealth Advisor

Jacob Rice CFP®, CLU®, ChFC®, RICP®

Financial Advisor

Taylor F Coleman CFP®, CLU®, ChFC®

District Director

Zachary Thamm CFP®

Financial Advisor