Our Advisors

Michael Savoie

Investment Advisor

Wellington-Altus Private Wealth

Lakeview Wealth Management

Brian M. Scanlan

CPA, CA, CIM®

Senior Wealth Advisor, Senior Portfolio Manager

Wellington-Altus Private Wealth

Scanlan Wealth Advisory Group

Regan Schiller

CFP®, CLU, RRC®

Wealth Advisor

Wellington-Altus Private Wealth

Schiller & Associates Private Wealth Management

Ilana Schonwetter

CIM®, PFP®, CPCA, FCSI®

Senior Portfolio Manager & Senior Wealth Advisor

Wellington-Altus Private Wealth

Sterling Asset Management

Lorne Searle

Senior Investment Advisor

Wellington-Altus Private Wealth

Searle Wealth Management

Curtis Sellors

BA, CFP®, FCSI®

Senior Investment Advisor

Wellington-Altus Private Wealth

Sellors Associates Wealth Advisory Group

Eric Selvaggi

CFP®, CIM®

Wealth Advisor

Wellington-Altus Private Wealth

Ages Wealth Management

David Semerak

CFP®, CIM®, RIS

Senior Wealth Advisor

Wellington-Altus Private Wealth

Solaris Private Wealth

Stephanie Senteris

CFP®, CIM®

Senior Wealth Advisor

Wellington-Altus Private Wealth

The Luck Financial Group

Jeff Shatkosky

CIM®, FCSI®, PFP®, BA

Senior Wealth Advisor

Wellington-Altus Private Wealth

Shatkosky Wealth Management

Terry Shaw

CIM®

Senior Wealth Advisor & Portfolio Manager

Shaw Sherdahl Wealth Management Group

Quinn Sherdahl

B.Comm, CFP®, CIM®

Senior Wealth Advisor & Portfolio Manager

Shaw Sherdahl Wealth Management Group

Julie Shipley-Strickland

CFP® CIM®

Senior Wealth Advisor, Associate Portfolio Manager

Wellington-Altus Private Wealth

Julie Shipley-Strickland

Paul Shipton

BA, EPC, CIM®

Senior Wealth Advisor, Senior Portfolio Manager

Wellington-Altus Private Wealth

Oram Financial

Meghan Simpson

TEP, CFP®

Wealth Advisor

Wellington-Altus Private Wealth

Sunnidale Family Wealth