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Our Team

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Founding Partners
Advisors
Analyst / Research
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Client Services / Operations

William Beynon President & CEO
Joe Moglia Chairman
Kyle Cerminara Co-Chief Investment Officer, CFA®
Lewis Johnson Co-Chief Investment Officer
Blaine Ferguson Partner & Chief Operating Officer
Phil Brody Partner & President | Carolinas
Matt Hickey Partner
Kevin Erndl President | Advisory Services
Deb Minnick Managing Director | Southeast, CFP®
Todd Sampson Managing Director | Wealth Advisory Operations
Charles Rainbolt Managing Director | Risk Management
Jim Green Senior Vice President | Private Wealth Management, CPA
Lee Larson Senior Vice President | Private Wealth Management
John Cupelo Senior Vice President | Private Wealth Management
Joseph Tornincaso Senior Vice President | Private Wealth Management
Shad White Vice President | Private Wealth Management
Colleen Murphy Vice President | Private Wealth Management, CPA
Roxane Galati Vice President | Private Wealth Management, CPA, CFP®
Jeffrey Galati Vice President | Private Wealth Management, CFP®, CLU®
Mike Martin Vice President | Private Wealth Management
James Love Vice President | Private Wealth Management, CFP®
John Walker Vice President | Private Wealth Management, CFP®
Carolyn Kitzel Vice President | Private Wealth Management, CFP®
Richard Knepfler Chief Financial Officer, CPA
Jeff Sutton Chief Compliance Officer, CFA®
Zev Abraham Director of Research
Vivien Preece Director of Insurance Services
Samantha Nalbach Director of Marketing
Karen Gill Director of Family Office, CTFA
Alex Bouton Vice President | Investment Management
William McClure Vice President | Investment Management
Carla Lamantia Vice President | Investment Management
Susie Mulry Office Manager
Brenda Lawrence Family Office Manager
Lisa Waite Operations | Client Services Manager
Cassie Bishop Operations | Client Services Manager
Ashley Brenlla Analyst | Client Services Manager
Devon Preece Underwriting | Personal Financial Planning
Karen Vilorio Muchnik Operations | Client Services
Victoria Freemyer Client Services
Ann Lacoste Client Services
Joshua Pilling Information Technology and Facilities Manager
Elliott Singer Consultant

FLORIDA | Naples (HQ) / Miami

NORTH CAROLINA | Charlotte / Mooresville

NEBRASKA | Omaha

9130 Galleria Court, Third Floor | Naples, Florida 34109 | P (239) 434-7434
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