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Affiliates

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Affiliates

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AllAdvisorsAffiliatesLeadership

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Amy Betts

Chief Compliance Officer

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Bob Gucer

Wealth Advisor/ Managing Principal

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Jaime Benedetti

Wealth Advisor/ Managing Principal

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Jeffrey Cone

Chief Investment Officer

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Jennifer Clouse

Chief Operating Officer

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Adam Howard

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Christopher Cristallo

Qualified Retirement Plan Advisor

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David Bernard

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Garrett Leroux

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John Jarvise

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Cyndi Bernard

Director of Trading and Rep Relations

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Dayna G. Adams

Director of Client Services

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Greg Urovsky

Investment Specialist

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Heather Gardner

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Kharissa Gabaree

Client Services Specialist

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Liz Simon

Director of Client Services

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Robin Accardo

Director of First Impressions

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Theresa Kovach

Director of First Impressions & Marketing Coordinator

Aaron Schuler

Aaron Schuler

Andrew K. Hoffman

Bryant Swann

Bryant Swann

Cameron Ray

Cameron Ray

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Cher Scout

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Erik Anhaus

Jason Sanchez

Jason “Tito” Sanchez

Jason Spears

Jason Spears

Joseph O’Sullivan

Joseph O’Sullivan

Joe Davis

Joseph A. Davis

Larry Donroe-Wells

Phil Rogers

Philip Rogers

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Russell Clarke

Bill Romeo

William Romeo