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.”

Alpha Financial Advisors - Meet Our Team

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, including strategic planning 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.

Ann Reilley, CFP®, CPA

Principal, CEO

R. Craig Lowder, CFP®, CPA

Chief Operating Officer

Nick Barringer, CFP®

Financial Advisor

Megan Lokitis, CFP®

Financial Advisor

Tyler Weaver, CFP®

Financial Advisor

Cameron Newell, CFA

Portfolio Manager
Associate Financial Advisor

Marissa D’Ambrosio, CAMS

Associate Financial Advisor

Vanessa Danczak

Office Manager