Paul H. Barlow
Investment Counselor and Director of Business Development

Aaron D. Bock, CFA
Research Analyst

Gina K. Bradley, JD
Chief Financial Officer and General Counsel

Nancy K. Chisholm
Director of Business Development

Jeffrey T. Craig, CFP®, EA
Senior Financial Counselor and Director of Tax Services

Kevin D. Crowley, ChFC, CLU
Retired Principal

Micah Davis-Johnson, CFA, CPA
Senior Associate Financial Counselor

Lori B. Deane, JD
Financial Counselor

Denise M. Duffy, JD
Senior Financial Counselor

Austin H. Farrar, CFP®
Retired Principal

Vincent J. Gratch, JD
Chief Compliance Officer and Managing Director of Operations

John R. Halsey
Retired Principal

Kirby A. Hamilton
Founder, Chairman Emeritus, and Retired Principal

Jeffrey Heisler, PhD, CFA
Market Strategist

Seth P. Hieken, CFA
Managing Director of Colony Investment Management

Michael E. Higgins
Associate Financial Counselor

Matthew C. Ilteris, CFP®
Financial Counselor

Brian W. Katz, CFA
Chief Investment Officer

Jeanie M. Kirkiles
Personnel Manager

Jay A. Lupica, JD
Senior Financial Counselor

D. Scott McDonald, CFP®
Senior Financial Counselor

Amy C. McMaster
Manager of Investment Services

Michael J. Nathanson, JD, LLM
Chairman, Chief Executive Officer, and President

Sarah R. Nelson
Senior Portfolio Administrator

Diane C. O'Brien
Manager of Administrative Services

Stephen T. Sadler, JD, LLM
President of Colony Wealth Management

Joseph Salvati, CFP®
Financial Counselor

Eric D. Sample
Senior Portfolio Administrator

Edward V. Schiela, CLU
Senior Investment Counselor

Robert H. Schundler, CFA
Senior Research Analyst

Stephen R. Smith
Director, Naples Office

Stephen R. Stelljes, JD, CFP®
Managing Director of Colony Wealth Management

Elisabeth L. Talbot, CFA, CPA
Executive Director and Chief Market Strategist

Jonathan Thrun, CMT
Director of Fixed Income

Nan Vlad, JD
Senior Financial Counselor

William C. Weydemeyer, CFP®
Senior Associate Financial Counselor

Robert E. Whelan
National Sales Director

Andrew J. Wig, CFA
Director of Equity Portfolios

Cheryl L. Wilkinson, CFP®
Vice President of Colony Wealth Management

Kevin M. Williams, CPA
Senior Associate Financial Counselor