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Meet Our Team

Forbes Best-In-State Wealth Management Team 2024

Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023.

Founding Partners

Tom Weilert CLU®, ChFC®, RICP®

Founding Partner

Tom Wunderlick

Founding Partner

Kathleen Wunderlick M.Ed.

Founding Partner

Strategic Partners

Bill Cunningham CLU®, ChFC®, CFP®, AEP®

Partner and Wealth Management Advisor

Joe Fallon CFP®, CLU®, ChFC®

Partner

Scott R Sweet J.D., CLU®, CFP®, RICP®, CAP®

Partner and Wealth Management Advisor

Karen Szylowski CPA, M.S.T.

Principal

Wealth Management Team

Linda Beck RICP®

Director of Retirement and Income Planning

Carson McBee Buell

Financial Advisor

Will Brezette

Financial Advisor

Madison Lee Carrier

Financial Advisor

Michael Crossley

Wealth Management Advisor

Abigail McLellan

Financial Advisor

Dena Patel

Financial Advisor

Jonathan Sclafani

M&A Manager | Advisor Practices

Investment Team

David Adamson

Director of Investments

Bear Adamson

Operations Associate

Caroline Baker

Associate Wealth Management Advisor

Holley Black

Investment Operations Manager

Rashad J. Clipper

Investment Operations Associate

Qualified Planning Team

Todd Alan Braden CFP®

Director of Planning Services

Barrett Lynch

Qualified Plan Associate

Associate Team

Gayle Averitt

Financial Planning Assistant

Daniel Banda

Associate Financial Representative

Jullianne Chapman

Financial Planning Associate

Heather Larkin

Associate Financial Representative

Jamie Morgan

Associate Financial Representative

Phillip Pang

Financial Planning Associate

John Wunderlick

Associate Financial Representative

Operations Team

Sally Smith

Director of Operations

Courtney J Sherwood

Marketing Coordinator

Maggie Gillen

Associate Financial Representative