William J. Cafero

Senior Vice President, Financial Advisor

CIMA®

T.J. Williams

Regional Vice President, Partner Programs

CFS®

Ryan Marshall

Vice President, Financial Advisor

CFA®

Christopher A. Mattern

Vice President, Financial Advisor

CFP®

Amanda Pflaum

Financial Advisor

CFA®

Jilian Rosefielde

Mary Sugrue

Senior Client Service Manager

Gina Mooney

Senior Client Service Manager

Jennifer Nelson

Financial Planning Assistant

Raul Nazario Gonzales