Paraplanning Team

Larry Crickenberger, JD, CFP^®

Alec Randolph

Investment Specialist

Anissa Pizzio

Wealth Advisor Assistant

Antoinette Gega

Wealth Advisor

Brandon Coonse, CFA

Head of Business and Sales Strategy

Chad Druvenga

President

Charlie Gordon
CFP^®

Wealth Advisor

Daniel Makepeace

Investment Ops & Data Specialists

Derek Schug,CFA

Head of Portfolio Management

John Choquette, CFA

Investment Analyst

Joseph P. Silvestri
CFP^®, ChFC^®, CLU^®,  CLTC Wealth Advisor

Wealth Advisor

Justin Helou

Director Overlay Trading

Kara Murphy, CFA

Chief Investment Officer

Landon Patterson, AIF

Senior Investment Specialist

Laurie Silvestri

Portfolio Analyst

Linda Frank

Practice Manager

Michael Feeney
CFS^®

Wealth Advisor

Michael Humbert

Portfolio Manager

Michelle Coty

Wealth Advisor Assistant

Neil Joshi, CFA

Investment Analyst

Patrice Rizzo

Wealth Advisor

Ryan Chang

Investment Analyst

Svante Rocabado

Investment Specialist

Victoria Balser

Head of Marketing & Client Experience Strategy