Sam Awad
LEAD ADVISOR, CFP®, MBA
Evelyn Barbosa
CUSTOMER SERVICE ASSOCIATE
Sherry Bergslien
CUSTOMER SERVICE ASSOCIATE
Greg Bogdan
ADVISOR, CFP®
Sue Bolt
CUSTOMER SERVICE ASSOCIATE / CUSTODIAN LIAISON
Doug Brown
PRINCIPAL, CFP®, MBA
Susan Carpenter
PARA-PLANNER / QUALIFIED PLAN ASSISTANT
Lillian Cella
MARKETING MANAGER
Matt Currier
ADVISOR, CFP®
Maria Cutrone
OPERATIONS MANAGER
Joe Feldmann
DIRECTOR OF INVESTMENTS, CPA, CFP®
Cerise Groch
CLIENT SERVICE ASSOCIATE
Sean Julian
ADVISOR, CFP®
Mike McCabe
LEAD ADVISOR, CFP®, CPA, CPC
Mary Beth McLean
LEAD ADVISOR, CFP®, MBA
Mike Merdinger
LEAD ADVISOR
Steve Merdinger
PRINCIPAL, CFP®, CHFC®
Stephanie Nanney
PRINCIPAL, CFP®
Delaney Orozco
ADVISOR, CFP®
Matt Parenti
PRINCIPAL, CFP®
Randy Porzel
PRINCIPAL, CFP®, RICP®
Lorena Reyes
RECEPTIONIST / ADMINISTRATIVE ASSISTANT
Nicole Romito
PRINCIPAL, CFP®, CDFA™
Daniel Rooker
ADVISOR, CFP®
Debra Stepanek
CUSTOMER SERVICE ASSOCIATE
Michael Sund
SENIOR PORTFOLIO AND OPERATIONS ANALYST, CFA®
Colleen Toner
ADVISOR, CFP®
Jeff Toner
PRINCIPAL, CHFC®, RICP®
Jim Weil
PRINCIPAL, CFP®, CIMA®, CHFC®
Bob Westrick
PRINCIPAL, MBA, CPA, CFP®
Greg Williams
ADVISOR, CFP®
