Wealth Solutions Group

        
        Laura Thurow, CFA®
        Executive Director of Wealth Solutions and Operations
        
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        Kathy Blake Carey, CFA®
        Director of Research & Advanced Planning
        Director
    
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        Timothy Steffen, CPA-PFS, CFP®, CPWA®
        Director of Tax Planning
        
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        Michael Antonelli
        PWM Market Strategist
        Managing Director
    
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        Scott Grenier, CFP®, AEP®
        Manager of Estate Planning
        Senior Vice President
    
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        Heather Osborn, CFP®, AAMS®, CExP™, CWA®, CLU®
        Financial Planning Manager
        Senior Vice President
    
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        Ross Mayfield, CFA®
        Investment Strategy Analyst
        Assistant Vice President
    
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