Alexa L. Tambasco, ChFC® Associate Wealth Advisor Read Bio Brian Heath Associate Wealth Advisor Read Bio Adam Goldberg, CFP®, CPWA® Wealth Advisor Read Bio Alexandra Hoff, AIF® Associate Retirement Plan Advisor Read Bio Carole Lombardi Operations Manager Read Bio Eric Seidman, AIF® Retirement Plan Director Read Bio Gladys E. Lopez Retirement Client Service Assistant 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® 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 Stuart B. Herrmann CFP®, CPA Wealth Advisor Read Bio Trevor Hodges Director of Operations Read Bio
