Blair Martin

Managing Principal, Financial Professional, AIF

Nathan Cobert

Principal, CERTIFIED FINANCIAL PLANNER™ professional, ChFC, CDFA

Roberta Bechtel

Director of Qualified Plans

Mitch Bortolotto

CERTIFIED FINANCIAL PLANNER™ professional, ChFC

Richard J. Boyer

Founding Principal, Financial Advisor, CLU, ChFC, Retired

Meredith Coghlan

Executive Assistant to Michael Dooher

Kyle Daniels

ChFC®, ChSNC®

Michael Dooher

CFP®, CPFA®, ChSNC®, CERTIFIED FINANCIAL PLANNER™ professional, CERTIFIED PLAN FIDUCIARY ADVISOR®

Nicholas Elliott

Financial Professional

Michael Garrigan

Financial Advisor

Julian Goodman

Account Manager

Nick Imbimbo

Financial Professional, AIF

Kate McAvoy

Client Services Manager

Marcus Nilsson

Portfolio Analyst and Registered Sales Associate

Renee Rodriguez

Client Service Representative

Nico Russo

Financial Consultant

Kyle Singleton

CPFA, Financial Consultant

Charlotte Sloan

CHFC®, CLU, Retirement Planning Specialist, Financial Consultant

Shakti Sutter

Retirement Plan Coordinator and Client Services

James White

ChFC®, Retirement Planning Specialist Financial, Consultant

Sarah Withey

Client Services Manager

Chris Worthington

Financial Advisor

Mike Worthington

Financial Consultant