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®

Financial Advisor, Principal

Matthew P. Krouse, CFP®, AAMS®

Financial Advisor

Gino Carollo

Financial Advisor

Katherine M. Dean, CFP®

Financial Advisor

Chelsea Barrows, CFP®, AIF®

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, FPQP™

Client Service Associate

Christine Nardella

Client Service Associate

Brittany Siemer

Marketing Manager

Kristopher Krauss

Analyst