Your Team

Wealth Advisors

Jeremy Matranga

RFC
Founder & Wealth Advisor

Operations

Cindy Matranga

Founder & COO

Madison Matranga

Marketing Coordinator

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Drew Reisdorff

Senior Trader

Jake Bleicher

CFA®
Co-Portfolio Manager

Jordan Pieper

Trading Specialist

Kaleigh Sanders

Trading Operations Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Kevin Zlomke

Director of Trading

Matthew (Matt) Smith

Senior Trader

Todd Knott

Senior Institutional Trader

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

Wealth Planner

Jody Jackson

FPQP™
Paraplanner