Aaron D. Bock, CFA
Research Associate

Gina K. Bradley, JD
General Counsel

Jeffrey T. Craig, CFP®, EA
Director of Tax Services

Kevin D. Crowley, ChFC, CLU
Vice President of Business Development and Managing Director, Florida Offices

Vincent F. Damasco, CFA
Research Analyst

Micah Davis-Johnson, CPA
Associate Financial Counselor

Lori B Deane, JD
Financial Counselor

Robert J. DeVirgilio
Research Associate

Denise M. Duffy, JD
Senior Financial Counselor

Austin H. Farrar, CFP®
Senior Financial Counselor

Gwendolyn J. Floyd, CFP®, CPA
Senior Associate Financial Counselor

Andrew G. Golabek
Associate Financial Counselor

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

John R. Halsey

Kirby A. Hamilton
Founder and Chairman

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

Michael E. Higgins
Associate Financial Counselor

Matthew C. Ilteris
Senior Associate 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
President and Chief Executive Officer

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®
Senior Associate Financial Counselor

Eric D. Sample
Portfolio Administrator

Edward V. Schiela, CLU
Senior Investment Counselor

Robert H. Schundler, CFA
Research Analyst

Stephen R. Smith
Director, Naples Office

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

Scott A. Swartz, CFP®
Senior Financial Counselor

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
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