Natalie Alvarez Senior Client Service Associate Read Bio Matthew Bernocchi, CFP® Partner, Wealth Advisor Read Bio Hetal Bhimani Client Service Associate Read Bio Jack Cassidy Portfolio Manager Read Bio William Connor, CFA, CFP® Partner, Wealth Advisor Read Bio Marie DeCaprio, MBA, CFA®, CFP® Head of Investment Policy Committee, Partner, Wealth Advisor Read Bio Rachael DeCosta, CDFA Wealth Advisor Read Bio John Dulmage, CFP®, EA Principal, Wealth Advisor Read Bio Grecia Fontanez Client Service Associate Read Bio Andrea Freijomil Client Service Associate Read Bio Adam Goldberg, CFP®, CPWA® Wealth Advisor Read Bio Justin Gordon Analyst and Trading Associate Read Bio Trevor Hodges Chief Compliance Officer, Chief Operations Officer Read Bio Alexandra Hoff, AIF® Associate Retirement Plan Advisor Read Bio Jennifer Leong, CFP® CIMA® Partner, Wealth Advisor Read Bio Peggy McGillin CFP® Principal Read Bio Guy McPhail CFP®, CPA/PFS Principal, Wealth Advisor Read Bio Ian Mooney Associate Wealth Advisor Read Bio James Moore Client Service Assistant Read Bio Kara Moss Client Service Associate Read Bio Gregg Munn, Jr. CPA, CFP® Senior Financial Planning and Tax Advisor Read Bio Barbara Nevils, CFP® Principal, Wealth Advisor Read Bio Jasmine Ngin, Associate Wealth Advisor Associate Wealth Advisor Read Bio Wayne Pampaloni, CFP® Wealth Advisor Read Bio Joseph Piela, CFP® Partner, Wealth Advisor Read Bio Jimmy Qian Portfolio Analyst and Trading Associate Read Bio Jeremy Rhen, CFP® Partner, Wealth Advisor Read Bio Kenneth Robinson, JD, CFP® Principal, Wealth Advisor Read Bio Eric Seidman, AIF® Partner, Retirement Plan Leader Read Bio Jonathan Shen, CFP® Associate Wealth Advisor Read Bio Julia Signorelli Retirement Plan Associate Read Bio Kyle Stawicki, ChFC® Managing Partner, Wealth Advisor Read Bio John Sykes Retirement Plan Associate Read Bio Alexa L. Tambasco, ChFC® Associate Wealth Advisor Read Bio Brittney Whitehouse Client Service Associate Read Bio