Our Winter Park Team

Leadership

Tom Ruggie

ChFC®, CFP®
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Tom Ruggie

ChFC®, CFP®
Managing Director, Partner & Wealth Advisor

Rob Clark

CFP®
Managing Partner, Wealth Advisor

Audrey Ralicki

CFP®
Managing Partner, Wealth Advisor

Morgan Hatfield

Senior Wealth Advisor

Jorge A. Romero

CFP®
Senior Wealth Advisor

Lou Shinaman

CEP® ChFC®
Senior Wealth Advisor

Carol Mulcahy

CRPS
Senior Wealth Advisor

Anthony Van Ore

CFP®
Chief Operating Officer- Winter Park, Tavares, The Villages®

Client Services

Makayla Bowman

Client Relationship Manager

Operations

Stacy Beane

Partnership Director

David Melnyk

CFP®
401K Specialist

Investments

Saumen Chattopadhyay

CFA®, CPA
Senior Vice President, Investment Platform

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

CFA®, CPA
Senior Vice President, Investment Platform

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Kellie L. Duffy

Senior Trader, Registered Rep.

Jeff Harris

Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trading Specialist, Registered Rep.

Advanced Solutions Team

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Director of Wealth and Estate Planning

Krista Thompson

Senior Wealth Planner

Russ Van Belle

Insurance Specialist

Erin Wood

CFP®, CRPC®, FBS®
Vice President, Wealth Planning

Ryan Yamada

Planner