Chris Baratz

Greg Dukes, MBA

Vice President Client Engagement

Jay Funyak

Financial Advisor

Madeline Glenn

Investment Associate

Mark Kasimirsky

Financial Advisor

Mary Keegan, Esq., IACCP®

Chief Counsel and Chief Compliance Officer

Christopher McMahon,

President and Chief Executive Officer

Victor Onesi

Client Experience Associate

Megan Petruska

Vice President and Chief Operating Officer

Chuck Zuzak

Director of Financial Planning