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Brian Copeland
Wealth Advisor, Managing Director
St. Louis, Missouri
Executive compensation · CPWA®, CFP®
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Hightower Advisors
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Brian E. Parker
Co-founder and Managing Director
Torrance, California
Business owner planning · CFP
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Brian J. Lorber
Senior Managing Director, Wealth Advisor
Highland Park, Illinois
Wealth management
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Bridger Dawson
Wealth Advisor
New York, New York
Retirement planning · ChFC®
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Bruce R. Barton
Managing Partner / Financial Advisor / Member Owner
Los Gatos, California
Equity compensation · CFP, CFA, MBA
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Bryan Bielawski
Sr. Wealth Advisor
New York, New York
Business owners · CPA, CFA®
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Cary Carbonaro
Managing Wealth Advisor, Women and Wealth Ambassador
New York, New York
Women & wealth
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Charles Arfmann
Investment Specialist
New York, New York
Alternative investments
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Charles Zhang
Founder & President
Portage, Michigan
Wealth management
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Christian Wijatkowski
Wealth Advisor
Melville, New York
Wealth management
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Christie Garecht
Office Manager
Melville, New York
Client service
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Clay Zachry
Senior Vice President, Advisor, Partner
Torrance, California
Retirement planning · CFP
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