| Name | Title | |
| Client Service Team 1 | Christopher Sorce, CFP® | Senior Financial Advisor/Principal |
| David Darwish | Financial Advisor | |
| Vicki Baum | Advisor Associate | |
| Jason Rundorff | Financial Advisor | |
| Quinto Ambrosetti | Financial Advisor | |
| Amanda Mahland | Administrative Assistant | |
| Client Service Team 2 | Gregory Sorce, CFP®, MSFS | Senior Financial Advisor/Principal |
| Steven Rinn, CFP® | Financial Advisor | |
| Christopher Zehner, CFP® | Financial Advisor | |
| Irene Buettner | Advisor Associate | |
| Alisha Aaron | Advisor Associate | |
| Client Service Team 3 | R. Dean Piccirillo, CFP®, CRPS®, AIFA® | Senior Financial Advisor/Principal |
| Brittany Taylor | Financial Advisor | |
| Jessica Bannon | Associate Financial Advisor | |
| Samantha Howes, CPA | Advisor Associate | |
| Sandra Simmons | Administrative Assistant | |
| Client Service Team 4 | Richard Morrow, CFP®, CPA | Senior Financial Advisor/Principal |
| Patrick Griffin, MBA | Senior Financial Advisor | |
| Robin Roberts | Advisor Associate | |
| Client Service Team 5 | Kevin Bannon, CFP®, ChFC, CLU, MSFS | Senior Financial Advisor/Insurance Specialist |
| Donald English, CFS | Associate Financial Advisor | |
| Ellie Asti | Administrative Assistant | |
| Sarah Irwin | Administrative Assistant | |
| Client Service Team 6 | Joseph Kloecker, CPA, MBA | Senior Financial Advisor |
| Christine Kujan |
Advisor Associate | |
| Client Service Team 7 | A. Brent Wauterlek, AIFA® | Investment Advisor Representative |
| Dan Baer, CPA | Investment Advisor Representative | |
| April Staples | Administrative Assistant | |
| Client Service Team 8 | Stephen Schramm, CFP®, CPA/PFS | Senior Financial Advisor/Principal |
| Ryan Furtwangler | Financial Advisor | |
| Steven Swindler | Financial Advisor | |
| Victoria Dudley | Advisor Associate | |
| Jenny Laychur | Administrative Assistant | |
| Presque Isle Capital Management | Robert Lamberti, CFA | Director of Asset Management |
| Gary Dyer, CFA | Senior Portfolio Manager | |
| David Bonner | Assistant Portfolio Manager | |
| Cherish Langer | Administrative Assistant | |
| Financial Planning Unit | Gary A. Lewis, CFP® | Director of Financial Planning |
| Jennifer Powell | Administrative Assistant | |
| Retirement Plan Unit | R. Dean Piccirillo, CFP®, CRPS®, AIFA® | Senior Financial Advisor/Principal |
| Jessica Bannon | Associate Financial Advisor | |
| Operations Unit | Scott Cross, CFA | Chief Operating Officer |
| Ryan Millimaci, CRPS® | Operations Specialist/Financial Advisor | |
| Ryan Celio | Operations Specialist | |
| Compliance Unit | Scott Cross, CFA | Chief Compliance Officer |
| Lynda Lytle | Compliance Supervisor | |
| Asset Management Unit | Robert Lamberti, CFA | Director of Asset Management |
| Gary Dyer, CFA | Senior Portfolio Manager | |
| David Bonner | Assistant Portfolio Manager | |
| Jason Alward | Asset Management Specialist | |
| Marketing Unit |
Susan Rhodes | Director of Marketing |
| Administrative Unit | Jeanne Richter | Administrative Supervisor |
| Giulia DeLuca | Administrative Assistant | |
| Andrea Mientkiewcz | Administrative Assistant | |
| Arlene Berchtold | Administrative Assistant |
©HBK SORCE FINANCIAL LLC All Rights Reserved.
Insurance products
offered through HBK Sorce Insurance LLC
Investment Advisory Services offered through HBK Sorce Advisory LLC
Securities offered through Securities America, Inc., Member FINRA/SIPC
HBK Sorce Financial LLC and its subsidiaries are not
affiliated with Securities America, Inc.
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