Meet our Team

What’s at the heart of Alpha’s culture?

Excellence. Teamwork. Authentic Communication. Passion.
“Enjoy the journey. Partner with us to live your why.”


Meet Our Advisors

The Alpha Team is comprised of a dynamic mix of diverse disciplines and backgrounds. It is our highest priority to attract and invest in the absolute best talent so that we can, as a collective team,  add significant value for our clients.

Our team approach and creative collaboration results in greater effectiveness and efficiencies, allowing our clients to benefit from everyone’s unique talents.

Our experts are CERTIFIED FINANCIAL PLANNER™ professionals who are trained to integrate knowledge across various planning areas – retirement, estate, tax, investments, and asset protection – and provide tailored advice guided by your values, goals and unique vision. It is our goal to coach you through this process in order to achieve the best possible outcomes.


Alpha Financial Advisors, Working Together for Our Clients - 2018 Strategic Planning Retreat at Triple Play Horse Farm
2018 Strategic Planning Retreat


Alpha Financial Advisors, Working Together for Our Clients - 2017 Strategic Planning Retreat
2017 Strategic Planning Retreat

John Gugle, CFP®, CRPC

John Gugle, CFP®, CRPC

Chief Investment Officer
Business Development Manager

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Ann Reilley Gugle, CFP, CPA

Ann Reilley Gugle, CFP®, CPA

Chief Executive Officer

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Ann Reilley Gugle, CFP, CPA

Janice McGunnigle, CFP®, CTFA

Wealth Manager

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Nick Barringer, CFP

Nick Barringer, CFP®

Wealth Manager

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Megan Rindskopf, CFP®

Megan Lokitis, CFP®

Wealth Manager

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Dianna Almond

Dianna Almond

Associate Financial Advisor

 


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Tyler Weaver

Tyler Weaver

Associate Financial Advisor

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