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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.

Partners

Tom Weilert CLU®, ChFC®, RICP®

Partner

Kathleen Wunderlick M.Ed.

Partner

Tom Wunderlick

Partner

Jason Bang CFP®, WMCP®

Partner

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

Partner

Karen Szylowski CPA, M.S.T.

Principal

Joe Fallon CFP®, CLU®, ChFC®

Partner

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

Wealth Management Advisor

Carson McBee Buell

Financial Advisor

Michael Crossley

Associates

Will Brezette

Financial Advisor

Madison Lee Carrier

Financial Advisor

Patrick Weilert

Financial Representative

Dena Patel

Financial Advisor

Daniel Robert Weizel CFP®

Financial Representative

WWA Team

David Adamson

Director of Investments

Linda Beck RICP®

Director of Retirement and Income Planning

Holley Black

Investment Operations Manager

Amy Taylor

Associate Financial Representative

Gayle Averitt

Financial Planning Assistant

Sally Smith

Associate Financial Representative

Jonathan Sclafani

Financial Planning Analyst

Jamie Morgan

Associate Financial Representative

Maggie Gillen

Associate Financial Representative

Todd Alan Braden CFP®

Director of Planning Services

Dave Seeds Jr

Portfolio Advisor

Amanda Cox

Director of Operations

Avery Cione

Director of Marketing

Caroline Baker

Associate Wealth Management Advisor

Jo Ellen Green

Investment Operations

Bear Adamson

Operations Associate

Daniel Banda

Associate Financial Representative

Barrett Lynch

Qualified Plan Associate

Heather Larkin

Associate Financial Representative

Courtney J Sherwood