A COLLABORATIVE TEAM to count on

It takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and one another, which is why drawing on our collective experience and insight is very important to our team.

Together, we enjoy guiding our clients – our friends – through the ins and outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

Management

Robert Milligan, CFP^®, CIMA^®, AIF^®

Managing Partner, 1792 Wealth Advisors Branch Manager, RJFS

Portfolio Strategist, 1792 Wealth Advisors Wealth Advisor, RJFS

Director of Operations and Client Services, 1792 Wealth Advisors Registered Client Associate, RJFS

William Shinners

Director of Business Development, 1792 Wealth Advisors Branch Manager, RJFS

Advisors

Barry M. Gross, CPFA

Senior Vice President, 1792 Wealth Advisors Investment Manager, Wealth Advisor, RJFS

Brad Mehl, CFP^®, CPFA

Vice President & Partner, 1792 Wealth Advisors Wealth Advisor, RJFS

Christopher D. Marlar

Wealth Advisor, RJFS

Wealth Advisor, RJFS Senior Vice President, 1792 Wealth Advisors

Founder, Sprenkle Wealth Management Financial Advisor, RJFS

SVP, Partner, 1792 Wealth Advisors Wealth Advisor, RJFS

Elise Feldman, AIF^®

James F. Marchesi, CFP^®, AIF^®

Partner, Mill Ridge Wealth Management Financial Advisor, RJFS

Michael Citron, CRPC^®, AAMS^™

Michael M. Pirrello, CFP^®, AIF^®

Partner, Mill Ridge Wealth Management Financial Advisor, RJFS

Nicholas J. Buccino, CFP^®

Registered Investment Advisor Agent, 1792 Wealth Advisors Wealth Advisor, RJFS

Support

Client Relations Specialist

Transition Director, 1792 Wealth Advisors Registered Client Relations Specialist, RJFS

Tracey A. Atkinson

Client Services Manager

Barbie Hutchins

Client Services Manager

Senior Client Service Manager