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Your Team
Advisory
Matt Corthell
CFA
President and CEO
Rick Baran
CFP®
Wealth Advisor
Prasad Oak
CFP®
Wealth Advisor
Trading & Planning
Daniela Cerasani
Trading & Relationship Associate
Operations
Katherine Kelly
Chief Operating Officer
Devon Bresnahan
Office Manager
Makayla Francis
Client Service Associate
Compliance
Lynn Corthell
Chief Compliance Officer
Jaclyn Wright
Compliance Associate
Founder
Al Wooster
Our Founder – Retired
Matt Corthell
CFA
President and CEO
Rick Baran
CFP®
Wealth Advisor
Prasad Oak
CFP®
Wealth Advisor
Daniela Cerasani
Trading & Relationship Associate
Katherine Kelly
Chief Operating Officer
Devon Bresnahan
Office Manager
Makayla Francis
Client Service Associate
Lynn Corthell
Chief Compliance Officer
Jaclyn Wright
Compliance Associate
Al Wooster
Our Founder – Retired
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