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Meet Our Team

Our team is dedicated to your success, bringing insights and guidance to help you achieve financial freedom and build confidence in your plan.

Put your future in good hands.

Peter Diulus

Peter A. Diulus, MBA, CLU®, ChFC®

Wealth Advisor

Dennis Spangler

Dennis R. Spangler, CFP®

CERTIFIED FINANCIAL PLANNER®

Ryan Franks

Ryan M. Franks, CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER®

Kyle Kyper

Kyle J. Kyper, CFP®, MBA

CERTIFIED FINANCIAL PLANNER®

Neil Crowell

Neil D. Crowell, CPA, MBA

Financial Advisor & Chief Investment Officer

Mercedes McFarland

Mercedes N. McFarland, CFP®

CERTIFIED FINANCIAL PLANNER®

Nick Smutney

Nick Smutney, CFP®

CERTIFIED FINANCIAL PLANNER®

J.W. Cunningham

J.W. Cunningham, CFP®, MBA

CERTIFIED FINANCIAL PLANNER®

Brandon Spayd

Brandon M. Spayd

Financial Advisor

Alexandria Wittig Jackson

Alexandria Wittig Jackson

Financial advisor

Nick Troha

Nick Troha

Financial Advisor

Luke Thompson

Luke Thompson

Financial Advisor

Nick Theis

Nick Theis

Financial Advisor

Jeannette Ankrom

Jeannette T. Ankrom

Relationship Manager

Paula VanDyke

Paula A. VanDyke

Relationship Manager

Lynne Badstibner

Lynne M. Badstibner

Client Concierge Specialist

Diane Bonenberger

Diane Bonenberger, MBA

Client Services Associate

Mallory Romano

Mallory Romano

Client Services Associate

Carly Kyper

Carly L. Kyper

Client Concierge Specialist

Sarah Connors

Sarah E. Connors

Client Services Specialist

Elliot Kistler

Elliot M. Kistler

Registered Professional & New Business Coordinator

Joseph Petrovich

Joseph E. Petrovich, CPA, MST

Registered Professional

Matt Sasala

Matt R. Sasala, CFP®

Registered Representative

Bridget Fouse

Bridget J.M. Fouse

Director of Operations & Registered Professional

Integrated planning for a better tomorrow.

Discover Our Firm

Serving clients who are in it for the long game.

Who We Help

Grow and protect your money and legacy.

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