| President |
| Jennifer Hatch » |
| Senior Financial Advisor |
| Judith Woodard, CFP® » |
| Chief Operating Officer |
| Rick de Beauclair » |
| Operations Manager |
| John Peplow » |
| Financial Analyst |
| Kristina Semos » |
| Advisors Assistant |
| Leonardo da Silva » |
| Associates |
|
Mia Insabella Peggy O'Brien » Ralph Randazzo » Tina Salandra » Susanne Smith » Cindy Sterling » |