

Brennian Antell, CIMA®
Partner, Wealth Strategies


Tyler Bisack, CFP®
Associate Vice President, Wealth Strategies


Maria Basil
Chief of Staff


Michael Bounassisi, CFA
Partner, Wealth Strategies


Mitch Brill, JD, MSFS, CFP®, CAP®, CDFA®
Partner, Founder


Maria Bronzi
Partner, Strategic Alliances


Paul Bucci
Partner, Head of Fixed Income


Kathy Burdett
Associate Vice President,
Head of Strategic Initiatives
Head of Strategic Initiatives


Mike Cirone
Associate, Wealth Strategies


Lauren Coale
Vice President,
Client Service & Relations
Client Service & Relations


Kendra Cofone
Associate, Client Service & Relations


Jean Marie Connolly
Director,
Strategic Development
Strategic Development


Andrea Contreras
Vice President,
Client Service & Relations
Client Service & Relations


Anthony Croce, CFP®
Associate Vice President, Wealth Strategies


Dylan Curran
Vice President, Wealth Strategies


Ryan Darmofal, CFA, FRM, CPWA®
Vice President, Wealth Strategies


Anna Decina
Associate Vice President,
Head of Underwriting
Head of Underwriting


Anthony DeStefano
Partner, Founder


Jim Dowling, MSFS, CFP®, CLU®, ChFC®, CAP®
Partner, Founder


Jim Giangrande, CFP®
Partner, Founder


Court Ingraham, CFA
Analyst, Advisor Operations


Daniella Lepre
Office Manager


Todd Levy, CFP®
Partner, Founder


Shameka Miller
Associate, Client Service & Relations


Antonio Mormile
Analyst, Client Service & Relations