Your Team Meet your Perigon team, more than 50 professionals who share one goal – helping you succeed. Arthur Ambarik Chief Executive Officer | Wealth Advisor Christina Amor Private Client Associate Chris Baker, CPA/PFS, CFP® Wealth Advisor | Managing Director Kenneth F. Ballin, RICP® Financial Planning Associate Mary Ballin, CFP®, CDFA™ Wealth Advisor Alexandra Quitko Baranski, CPA Wealth Advisor David Bauer Partner & Wealth Advisor Steven Bernknopf, MSF, CFP®, EA Wealth Advisor Michelle Bishop Private Client Associate Beth Bosworth Wealth Advisor | Head of Financial Planning Tyler Brooks Wealth Advisor Tracy Canning Head of Client Services Kanoe Cazimero Private Client Associate Doris Chin Private Client Associate Stephen Colavito Chief Investment Officer Dawn Creo Private Client Associate Mark Edwards Operations Senior Associate Scott Elisha Lead Option Strategist | Wealth Advisor Rachel Elson, CFP® Wealth Advisor Melissa Gardner Client Service Advisor Sarah George Financial Planning Associate Kolby Giddings Private Client Associate Bill Gordon Wealth Advisor Anna Marie Grosso Private Client Associate Dev Gupta, CFP® Lead Option Strategist | Wealth Advisor Thomas Haggerty, AWMA®, CRPC® Wealth Advisor David Hale, CFP® Wealth Advisor Andrea Hamilton, CFP® Wealth Advisor Robert N. Hardwick, CFP® Wealth Advisor Phil Hart Founder | Wealth Advisor Courtney Holt Chief Compliance Officer | Head of People Jonathan Hoy Chief Operating Officer Eric Jardine, CFA® Operations | Wealth Advisor Gama Jimenez Financial Planning Associate Maya Joelson Sr. Investment Strategist | Wealth Advisor Team Page 2