Fraser McLean

Senior Vice President, Financial Advisor & Portfolio Manager

CFA®, CFP® & CEPA®

Blake Stuart

Senior Vice President, Financial Advisor & Managing Director

CFA®

David Baker

Senior Vice President, Financial Advisor and Portfolio Manager

CFA®

Harry Delaney

Regional Vice President, Partner Programs

CFP®

Zeke Waisel

Vice President, Financial Advisor

CFP®, BFA™, CEPA®

Bev Rodrigue

Vice President, Financial Advisor

CFP®, CRPC®

Morgan Dorsey

Financial Advisor

CFP®

John Graziano

Associate Financial Advisor

CIMA®

Jessica Vacanti

Senior Client Service Manager

Molly Bennett

Devlin Carroll

Client Service Manager

Julia Cormican

Client Service Manager