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

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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