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We're excited to announce that on October 2, Sentinel will launch the newly enhanced Sentinel Portal—a unified experience that makes it easier for clients to access the tools and information they need!


We're excited to announce that the newly enhanced Sentinel Portal is live! This is a unified experience that makes it easier for plan sponsor clients to access the tools and information they need!

Meet Your Planners

Be confident in your financial future

David Batchelder

Senior Investment Officer

Dan Bernardo

Senior VP, Financial Planner, Private Client Group

Matthew Cleary

Senior Financial Planner

William Cooper

Senior Financial Wellness Educator, DE&I Advisor

Mike DiBacco

VP, Financial Planner

Ara Diloyan

Senior VP, Director of Wealth Management

Ross James

Senior VP, Wealth Management

Jesse Malik

Financial Planner

Amber Martignetti

Wealth Management & Operations Manager

Jero Mouradian

Financial Planner

Garrett Murphy

Financial Planner

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