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