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Meet The Team

Natalie Alvarez

Senior Client Service Associate

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Matthew Bernocchi, CFP®

Partner, Wealth Advisor

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Hetal Bhimani

Client Service Associate

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Jack Cassidy

Portfolio Manager

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William Connor, CFA, CFP®

Partner, Wealth Advisor

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Marie DeCaprio, MBA, CFA®, CFP®

Head of Investment Policy Committee, Partner, Wealth Advisor

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Rachael DeCosta, CDFA

Wealth Advisor

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Peyton Denver

Client Relationship Associate

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John Dulmage, CFP®, EA

Principal, Wealth Advisor

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Grecia Fontanez

Client Service Associate

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Andrea Freijomil

Client Service Associate

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Adam Goldberg, CFP®, CPWA®

Wealth Advisor

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Justin Gordon

Analyst and Trading Associate

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Jill Hennessey, CFP®

Principal, Wealth Advisor

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Trevor Hodges

Chief Compliance Officer, Chief Operations Officer

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Alexandra Hoff, AIF®

Associate Retirement Plan Advisor

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Jennifer Leong, CFP® CIMA®

Partner, Wealth Advisor

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Jamie Lima, CDFA®, MBA, CFP®

Principal, Wealth Advisor

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Peggy McGillin CFP®

Principal

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Ian Mooney

Associate Wealth Advisor

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Kara Moss

Client Service Associate

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Linda A. Mundy

Principal, Wealth Advisor

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Gregg Munn, Jr. CPA, CFP®

Senior Financial Planning and Tax Advisor

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Barbara Nevils, CFP®

Principal, Wealth Advisor

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Wayne Pampaloni, CFP®

Wealth Advisor

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Joseph Piela, CFP®

Partner, Wealth Advisor

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Jimmy Qian

Portfolio Analyst and Trading Associate

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Jeremy Rhen, CFP®

Partner, Wealth Advisor

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Kenneth Robinson, JD, CFP®

Principal, Wealth Advisor

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Eric Seidman, AIF®

Partner, Retirement Plan Leader

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Jonathan Shen, CFP®

Associate Wealth Advisor

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Julia Signorelli

Retirement Plan Associate

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Kyle Stawicki, ChFC®

Managing Partner, Wealth Advisor

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John Sykes

Retirement Plan Associate

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Alexa L. Tambasco, ChFC®

Associate Wealth Advisor

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John Tevnan, CFP®

Associate Wealth Advisor

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Stephanie Turano

Client Service Associate

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Brittney Whitehouse

Client Service Associate

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Luke Zulauf

Wealth Advisor

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Valerie Peck, MBA, CFP®

Principal, Wealth Advisor

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