Alexa L. Tambasco, ChFC® Associate Wealth Advisor Read Bio Jonathan Shen Associate Wealth Advisor Read Bio Matthew McKinnon Associate Wealth Advisor Read Bio Jennifer Leong, CFP® CIMA® Partner, Wealth Advisor Read Bio John Dulmage, CFP®, EA Principal, Wealth Advisor Read Bio Adam Goldberg, CFP®, CPWA® Wealth Advisor Read Bio Peggy McGillin CFP® Principal, Wealth Advisor Read Bio Justin Gordon Analyst and Trading Associate Read Bio Alexandra Hoff, AIF® Associate Retirement Plan Advisor Read Bio Eric Seidman, AIF® Partner, Retirement Plan Leader Read Bio Barbara Nevils, CFP® Principal, Wealth Advisor Read Bio Grecia Fontanez Client Service Assistant Read Bio Gregg Munn, Jr. CPA, CFP® Wealth Advisor Read Bio Guy McPhail CFP®, CPA/PFS Wealth Advisor Read Bio Hetal Bhimani Client Service Associate Read Bio Jack Cassidy Portfolio Manager Read Bio James Moore Client Service Assistant Read Bio Jeremy Rhen, CFP® Partner, Wealth Advisor Read Bio Joseph Piela, CFP® Partner, Wealth Advisor Read Bio Kyle Stawicki, ChFC® Partner-In-Charge, Wealth Advisor Read Bio Marie DeCaprio, CFA®, CFP® Partner, Wealth Advisor Read Bio Matthew Bernocchi, CFP® Wealth Advisor Read Bio Natalie Alvarez Client Service Assistant Read Bio Rachael DeCosta, CDFA Wealth Advisor Read Bio Kara Moss Client Service Associate Read Bio Trevor Hodges Director of Operations Read Bio William Connor, CFA, CFP® Partner, Wealth Advisor Read Bio