Meet Your Planners
Create confidence in your financial future
David Batchelder
Senior Investment Officer
Dan Bernardo
VP, Financial Planner, Private Client Group
James Bremis
Financial Planner
Jim Carnevale
Partner
Matthew Cleary
Financial Planner
William Cooper
Senior Financial Wellness Educator, DE&I Advisor
Mike DiBacco
Financial Planner
Ara Diloyan
Director of Wealth Management
Michael Dugal
Financial Planner
Nathan Gurchak
Associate Financial Planner
Ross James
Senior VP, Wealth Management
Amber Martignetti
Senior Client Relationship Manager
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