William G. Lako, Jr., CFP®
CFP® Principal, Managing Director
Nick Antonucci, CVA, CEPA
CVA – Research Analyst
Scott A. Brown, MBA, CFS®
MBA, CFS® – Senior Consultant, Retirement Services
K.C. Smith, CFP®, CEPA
CFP® – Managing Associate
Justin J. Wagner, AIF®
Client Relationship Manager, Retirement Services