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

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

Financial Advisor, Principal

Lee Korn

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

Nauman Rana

Financial Advisor

Linda M. Ballance

Director of Client Experience, Senior Registered Relationship Manager

Jamie Bruno

Operations Specialist, Advisor Transition Coordinator

Eugenia Kalaitzidis

Senior Client Service Associate

Daniel Gibbons, FPQP™

Client Service Associate

Christine Nardella

Client Service Associate

Brittany Siemer

Marketing Manager

Michelle Chaitan

Relationship Manager