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Orion (detail) by Brian Rutenberg

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Peter J. Raimondi
Founder
Chief Executive Officer
Principal
Bryan P. Keller
President
Principal
Leslie Arsenault Metz
General Counsel
Chief Operating Officer
Principal
Tim Melly
Chief Investment Officer
Principal
Katelyn Ainsworth
Chief Tax Officer
Dakota Tax Services
Principal
Luke S. Baxter
Chief Technology Officer
Principal
Kayla M. Berg
Chief Compliance Officer
Principal
Ryan Crowe
Director of Corporate Strategy
Bryan Gregorich
Director of Operations
Principal
Jessie Hughes
Director of Marketing
Principal
Tim Schloesser
Director of Finance
Principal
Peter Augustin
Senior Wealth Advisor
Principal
Autumn Azar
Associate Wealth Advisor
Principal
Gina K. Bartell
Senior Wealth Advisor
Principal
Chelsea Bentley
Office Manager
Principal
Beau Berry
Operations Analyst
Jessica Bimonte
Wealth Advisor
Principal
Madi Bishop
Relationship Associate
Principal
Terri Borzelleca Fad
Senior Relationship Associate
Principal
Victoria Boyne
Relationship Associate
Principal
Eric A. Bratvold
Senior Wealth Advisor
Principal
Gabriela Caceres
Senior Relationship Associate
Eli Caekaert
Relationship Associate
Alice Cheney
Relationship Associate
Ryan Cordner
Operations Analyst
Mary Beth Cosentino
Wealth Advisor
Principal
Tiffany Costa
Senior Relationship Associate
Principal
Josh Crossman
Senior Wealth Advisor
Principal
Bridget A. Cunningham
Senior Wealth Advisor
Principal
Lou Della Valle
Senior Wealth Advisor
Principal
Joshua Dermer
Relationship Associate
Garrett DeViveiros
Tax Associate
Dakota Tax Services
Stephanie Dunbar
Associate Wealth Advisor
Principal
Kurt Durrwachter
Senior Wealth Advisor
Principal
Jessica L. Elscheid
Client Operations - Harrisburg
Principal
Amy L. Enderlein
Senior Relationship Manager
Principal
Tamara Ertley
Senior Relationship Associate
Principal
Madelyn Fahnestock
Relationship Associate
Principal
Lauren Flaxman
Employee Resources Manager
Rose Geffrard
Office Manager
Principal
Andrew Gerstner
Head Trader
Principal
Kellen Gomberg
Executive Assistant
Principal
Logan Good
Research Analyst
Jeffrey M. Goyette, Jr.
Senior Wealth Advisor
Principal
Jack Goyette
Wealth Advisor
Principal
Jeffrey M. Goyette, Sr.
Senior Wealth Advisor
Principal
Laura Gracy
Relationship Associate
Marshall Grams
Senior Wealth Advisor
Principal
Lori Griffin
Senior Relationship Associate
Principal
Matthew J. Haddad
Senior Portfolio Manager
Principal
Patrick G. Hahn
Senior Wealth Advisor
Principal
Evan Hine
Wealth Advisor
Principal
Garrett Hudson
Associate Wealth Advisor
Seth Jungels
Research Analyst
Principal
Will Kamery
Senior Wealth Advisor
Principal
Nicolé Keane
Senior Wealth Advisor
Principal
Jim King
Senior Portfolio Manager
Principal
John H. King
Senior Wealth Advisor
Principal
Wendy Kneebone
Controller
Principal
Rusty LaCoss
Relationship Associate
Principal
Jeffrey D. Levin 

Senior Wealth Advisor
Principal
Karlyn Lokken
Office Operations Assistant
Principal
Donald S. Loveless
Senior Wealth Advisor
Principal
Carly Mcallister
Associate General Counsel
Ross McWilliams
Senior Wealth Advisor
Principal
Sean Merlonghi
Senior Wealth Advisor
Principal
Marlee Messick
Relationship Associate
Sandra Middendorf
Senior Relationship Associate
Principal
Jay Middleton
Senior Wealth Advisor
William J. Mikus
Senior Wealth Advisor
Principal
Jeanna L. Montes
Senior Relationship Associate
Principal
Terry L. Morris
Senior Research Analyst
Principal
Dannielle Moussally
Senior Executive Assistant
Principal
T. Broderick Mullins
Senior Wealth Advisor
Principal
Myranda J. O’Bara
Senior Wealth Advisor
Principal
Lindsey Nyman
Office Manager
Brett W. Orvieto
Senior Wealth Advisor
Principal
Lee N. Pace
Senior Wealth Advisor
Principal
Robert G. Pavlik
Senior Portfolio Manager
Principal
Francis A. Pineno
Senior Wealth Advisor
Principal
Jonathan Pond
Senior Wealth Advisor
Principal
Joe Quintal
Associate Wealth Advisor
Jill D. Rance
Senior Wealth Advisor
Principal
Betsy Rector
Senior Wealth Advisor
Principal
Gabrielle Reznick-Duffer
Relationship Associate
Marilyn Rios
Senior Wealth Advisor
Principal
Sam Ronlund
Senior Wealth Advisor
Principal
Carrie Ruark
Strategy & Operations Manager – Lewes
Principal
Robin Schaa
Wealth Advisor
Principal
Kelley King Scott
Research Associate
Matt Steiger
Senior Wealth Advisor
Principal
David Strachan
Senior Wealth Advisor
Principal
Madison Strahan
Associate Wealth Advisor
Principal
Brian Suskevich
Senior Wealth Advisor
Principal
James K. Tonrey, Jr.
Senior Wealth Advisor
Principal
David Vladimirou
Senior Wealth Advisor
Mia Wajda
Relationship Associate
Principal
Reiner Westby
Portfolio Manager
Principal
Rhys Williams
Senior Wealth Advisor
Principal
Fiore Zotos
Systems Coordinator
Principal
Featured Artist - We proudly feature the paintings of Brian Rutenberg, who inspires all of us through his unique passion, dedication and singularity of vision. Brian has been a client and a friend of the firm for many years. We encourage you to experience Brian’s work which is such an inspirational display of self-expression at www.brianrutenbergart.com.