Natalie Alvarez Senior Client Service Associate Read Bio Matthew Bernocchi, CFP® 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 Danielle DeMio Senior Client Service Assistant Read Bio John Dulmage, CFP®, EA Principal, Wealth Advisor Read Bio Grecia Fontanez 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, Wealth Advisor Read Bio Matthew McKinnon Associate Wealth Advisor Read Bio Guy McPhail CFP®, CPA/PFS Principal, 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 Joseph Piela, CFP® Partner, Wealth Advisor Read Bio Jeremy Rhen, CFP® Partner, Wealth Advisor Read Bio Eric Seidman, AIF® Partner, Retirement Plan Leader Read Bio Jonathan Shen, CFP® Associate Wealth Advisor Read Bio Kyle Stawicki, ChFC® Managing Partner, Wealth Advisor Read Bio Alexa L. Tambasco, ChFC® Associate Wealth Advisor Read Bio