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 Gugle, CFP, CPA

Ann Reilley Gugle,
CFP®, CPA

Principal, CEO

Read Full Bio


Ann Reilley Gugle, CFP, CPA

Janice McGunnigle,
CFP®, CTFA

Financial Advisor

Read Full Bio


Nick Barringer, CFP

Nick Barringer,
CFP®

Financial Advisor

Read Full Bio




Megan Rindskopf Lokitis, CFP®

Megan Lokitis,
CFP®

Financial Advisor

Read Full Bio


Tyler Weaver

Tyler Weaver, CFP®

Financial Advisor

Read Full Bio



Dianna McRae

Dianna McRae

Operations Manager

Read Full Bio


Vanessa Danczak

Vanessa Danczak

Office Manager

Read Full Bio