Our Doylestown, PA Team

Wealth Advisors

Michael “Mick” Edwards

CIMA®, CRPC®
Managing Director, Partner & Wealth Advisor

Karl V. Kimball

CLU®, ChFC®
Managing Director, Partner & Wealth Advisor

Kevin Oleszewski

CFP®, MST, EA
Director of Wealth Planning

Janet Barrett

ChFC®, CDFA®
Wealth Advisor

Jonathan Moyer

CFP®
Wealth Advisor

Scott Wetherbee

CPA
Wealth Advisor

Connor White

Associate Wealth Advisor

Operations

Brenda Robinson

Client Service Specialist

Jenn Mershon

Operations Specialist

Michele Taylor

Operations Specialist

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning & Advanced Solutions

Matt Lewis

Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner