Our Team

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Our Advisors


Richard L. Bartholomew II, MBA, CFP®

Richard L. Bartholomew II, MBA, CFP®

Vice President / Senior Wealthcare Advisor
Steve Bergeron

Steve Bergeron

Wealthcare Advisor
Bryan G. Brown

Bryan G. Brown

Financial Advisor
Scarlott Cagle, MS-PFP, CFP®, EA

Scarlott Cagle, MS-PFP, CFP®, EA

Wealthcare Advisor / NAPFA-Registered Financial Advisor
Caitlin Cully

Caitlin Cully

Wealthcare Advisor
John (Jack) J. Cully

John (Jack) J. Cully

Senior Vice President / Investment Manager
Scott Davison, CFP®, CPA

Scott Davison, CFP®, CPA

Financial Planner
Christopher Hessenflow

Christopher Hessenflow

Wealthcare Advisor
Brad Michels, CFP®, QPFC

Brad Michels, CFP®, QPFC

Wealthcare Advisor
James D. Mirenda, CFP®

James D. Mirenda, CFP®

Wealthcare Advisor
Russell G. Thornton, CDFA™

Russell G. Thornton, CDFA™

Vice President / Wealthcare Advisor
Richard G. Van Zandt, CPA, PFS

Richard G. Van Zandt, CPA, PFS

Wealthcare Advisor
Mowry W. Young II, MBA

Mowry W. Young II, MBA

Senior Vice President / Investment Consultant
Edward ("Gary") Wirwille, AIFA, RPA, CRPC®

Edward ("Gary") Wirwille, AIFA, RPA, CRPC®

Vice President, Retirement Plans