Team

Wealth Advisors

Neal McGrath

AIF®, CRPC®, AAMS®
Founder, Managing Partner, Wealth Advisor

Thomas Brown

AWMA®, AAMS®, CRPC®, APMA®
Co-Founder, Managing Director, Wealth Advisor

Client Services

Ray Hayes

Director of Client Relations

Heather McGrath

Director of Operations

Aris Pantelas

Client Service Manager

Susan Weber

Manager of Client Relations

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

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

Ryan Yamada

CFP®
Planner