David Batchelder
Senior Investment Officer
Dan Bernardo
Senior VP, Financial Planner, Private Client Group
Jim Carnevale
Partner
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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