A Close Knit Team Of Multidisciplinary Advisors
Richard R. Applegate
AIFA®, CPFA®, ChFC®, CLU®, MST
Consultant
Michael J. Aroesty
CFP®
Chief Investment Officer
Jody R. Beegle
Client Service Associate
Diane Bonenberger
MBA
Client Service Associate
Michele "Mickey" L. Gilbert
Receptionist
Taylor Glock
MBA
Financial Advisor
Steven J. Kaczynski, Jr.
CFA®, AIFA®, CPFA®, MST, MBA
Senior Financial Advisor, Managing Director, Fiduciary Plan Solutions
Steven Kohler
CFP®, CPFA®
Chief Planning Officer
Nancy I. Kunz
CFP®, CPFA®, ChFC®, CLU®
Senior Financial Advisor
Marvin N. Ledgister
Associate Advisor
John Mazur
CFA®, MBA, JD
Investment Strategist, Portfolio Manager
Leah E. McNally
Client Service Associate
Loraine Montanye
CFP®, AIF®
Senior Retirement Plan Advisor
Heather Ostrowski
Chief Financial Officer
Connie J. Pallof
QKA®
Client Service Associate
Jesse B. Root
CFA®
Research Analyst
Alec F. Root
CFA®
Research Analyst
David B. Root, Jr.
CFP®
Founder & Chief Executive Officer
Adam M. Souply
CFA®, CPFA®, AIF®, MBA
Senior Financial Advisor
Charles J. Stout
JD, AIF®
Senior Financial Advisor
Jeremy L. Suschak
CFP®
Head of Business Development
Dana Zarnich
Chief Compliance Officer