Wealth Advisors / Financial Planning TREVOR M. CALLAN, CIMA®, CPWA®Managing PartnerTIM S. CALLAN, CFP®, CPWA®Managing PartnerJESSICA CAFFERATA, JD, CFP®, CDFA®Managing Director, Financial PlanningCHRIS WILLINGHAMDirector, Wealth ManagementNOMA NKALA-HENDON, CFP®Lead, Wealth AdvisorJOAN KOSS, MBA, CFP®, ChFC®, FSCP®Wealth AdvisorHANNAH BOOHER, CFP®Associate, Financial Planning