WE’RE EXPERTS BECAUSE WE’VE BEEN AT THIS FOR A VERY LONG TIME
Our firm has a history steeped in pioneering wealth management, developing many of the services and practices that are the industry’s gold standard. In fact, the entire AdvicePeriod team is comprised of mavericks — advisors who have led the pack, professionals with tremendous experience and expertise.
They came together to create a different kind of wealth advisory and make history once again.
Advisors At-A-Glance
Your AdvicePeriod Team
Team Gallery Sample
Bilal Aziz
Operations
Richard L. Bartholomew II
Partner Advisor
Matt Belfanti
Partner Advisor
Alan Bonde
Partner Advisor
Phil Boscarino
Technology & Analytics
Holli Buck
Reporting Specialist
Todd Butler
Partner Advisor
Rehan Chaudhry
Partner Advisor
Adam Clark
Advisor
Dominic Cozzetto
Partner Advisor
Michael Crabtree
Reporting & Analytics
Scott Davis
Senior Advisor
Thomas Donnelly
Advisor
Jake Dorman
Advisor
Ronald Fatoullah
Partner Advisor
Josh Fein
Partner Advisor
Justin Fulton
Partner Advisor
Alan Gelb
Partner Advisor
Christopher Girbés
Partner Advisor
David Goldman
Operations
Jay Gokhale
Analyst
Erik Gulsrud
Partner Advisor
Karley Guyselman
Admin Assistant
Tanner Hamilton
Analyst
Mark Harris
Analyst
Michael Hu
Advisor
Adam Hull
Partner Advisor
Larry Isaacs
Partner Advisor
Ross Kroll
Advisor
Mike Lambrakis
Partner Advisor
Dan Legault
Partner Advisor
Joshua Levine
Advisor
Joseph Lin
Champion of Partner Success
Steven D. Lockshin
Principal
Matt Lovejoy
National Advisor Ambassador
Amelia Machengete
Executive Assistant
Lawrence K. Miles
Principal
Sean Mullen
National Advisor Ambassador
Eric W. Mundwiller
Partner Advisor
David Noosinow
Partner Advisor
Mike Norton
Advisor
Joy Oh
Associate
Brian Purcell
Technologist
Mark Reinking
RAM Financial Group
Jonathan Row
Team Development and Success
Marc L. Russell
Principal
Allison Schaengold
P@C Specialist
Lizz Schneider
Partner Advisor
Ann Shigemura-Hildebrand
Compliance
Katherine Simmonds
Partner Advisor
Lake Smith
Operations
Nathan Sonnenberg
Investment Research
Jorge Soriano
Advisor
Mitchell Spinneberg
Analyst
Jonathan P. Straub
Principal
Tevin Stutzman
Family Office Services
Josh Styrcula
Partner Advisor
Matthew Woodward
Operations