Marci Bair, CFP®
President and CERTIFIED FINANCIAL PLANNER™
Victor Orozco, CFP®, CSRIC®
Managing Partner, CFP®, Chartered SRI Counselor™,
Emily Hailey, M.A., MSc
Director of Client Operations
Caitlin Allard, CFP®
Director, Advisor Resource Center (ARC)
Erika Ferris, CFP®
Director Retirement Plans/Financial Planning
AJ D’Addio
Financial Planning/Investment Associate
Ryan Wiener
Wealth Planning Coordinator (ARC)
James Worden, CFA®, CMT®, CAIA
Chief Investment Officer, The Wealth Consulting Group
Talley Leger
Chief Market Strategist
Jason Lin
Director, Trading & Research