Chris Clasen, ^CFA® Chief Operating Officer, Chief Compliance Officer

Jesse Giordano, CFP®, CAP®, RLP®, CBEC®

Financial Advisor, Principal

Lee Korn, CPWA®

Financial Advisor, Principal

Joseph N. Filosa, CFP®, CLU®

Financial Advisor, Principal

Matthew P. Krouse, CFP®, AAMS®

Financial Advisor

Gino Carollo

Financial Advisor

Kayla Kennelly

Chief Growth Officer

Katherine M. Dean, CFP®

Financial Advisor

Chelsea Barrows, CFP®, AIF®

Financial Advisor

Jonah Blumenthal, JD

Financial Advisor

Tiffany Melendez

Relationship Manager

Christine Ketcham

Relationship Manager

Eugenia Kalaitzidis

Senior Client Service Associate

Jamie Bruno

Operations Specialist, Advisor Transition Coordinator

Daniel Gibbons, CIMA®, FPQP™

Client Service Associate

Christine Nardella

Client Service Associate

Brittany Siemer

Marketing Manager

Kristopher Krauss

Analyst