PI Investments

Rich Soost

Richard Dykeman

Rick Bekkering, CIM®

Rick Bekkering is a Senior Investment Advisor at Ventum Financial

Rob Dunn

Rob Swerdferger

John Lang

Joseph Alkana

Joseph Alkana, CMT, CIM, CFTe, FCSI, BA is a Portfolio

Justin Hayek

Justin has always been passionate about the financial markets and

Kallol Ghose

Karl Landra

Karla Kerr

Kelly Sane

With over 22 years as an Investment Advisor, Kelly brings

Lane Snidal

As a Senior Investment Advisor, Lane's singular focus is managing

Larry Greenberg

Lee Eustace

Mandy McMullan

Over the course of her 15-year career in finance, Mandy

Marc De Cotiis

Marc Dumais

A cornerstone of financial planning is the recognition that everyone’s

Mark Stern

Matthew Wacker

Matthew works with a select group of individuals and families