Nauman Rana Financial Advisor

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

Chris Clasen, CFA®

Chief Operating Officer, Chief Compliance Officer

Katherine M. Dean, CFP®

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