Ed Shill

Senior Vice President, Financial Advisor & Managing Director

CFA®

Jerry Furciniti

Senior Vice President, Financial Advisor & Managing Director

CFA®

Dave Khalil

Vice President, Financial Advisor

CFA®

Colby Feane

Vice President, Financial Advisor & Portfolio Manager

CFA®

Tim Maher

Vice President, Financial Advisor

CFP®, CLU®, ChFC®, CRPC, APMA®

Joshua Pryor

Vice President, Financial Advisor

CRPC®

Eric Alvito

Senior Portfolio Manager

CFA®

Chris Porpiglia

Vice President, Financial Advisor

CFP®

Mike Kiviat

Financial Advisor & Portfolio Manager

CFP®

Alex Bernier

Vice President, Financial Advisor & Sr. Portfolio Manager

CFP®, JD, MS in Tax

Timothy C. Modesti

Vice President, Financial Advisor

CFP®, CTFA

Ed Silversmith, Jr.

Financial Advisor & Portfolio Manager

CFP®, CPWA®

Thomas Affleck

Associate Financial Advisor

CFP®

Ed Foley

Executive Assistant

Kim Fornataro

Senior Client Service Manager

Eric Klinger

Trade Desk Manager

Kass Maurer

Jim Ross