Brennian Antell, CIMA®

Partner, Wealth Strategies

Tyler Bisack, CFP®

Associate Vice President, Wealth Strategies

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

Mike Cirone

Associate, Wealth Strategies

Lauren Coale

Vice President,
Client Service & Relations

Kendra Cofone

Associate, Client Service & Relations

Jean Marie Connolly

Director,
Strategic Development

Andrea Contreras

Vice President,
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

Anthony DeStefano

Partner, Founder

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

Partner, Founder

Jim Giangrande, CFP®

Partner, Founder

Court Ingraham, CFA

Analyst, Advisor Operations

Todd Levy, CFP®

Partner, Founder

Shameka Miller

Associate, Client Service & Relations

Antonio Mormile

Analyst, Client Service & Relations

Adam Nalewajek

Partner, Wealth Strategies

Charles Paksi

Director,
Strategic Development