David Batchelder
Senior Investment Officer
Sophie Benander
Head of Growth, Wealth Management
Dan Bernardo
Senior VP, Financial Planner, Private Client Group
Jim Carnevale
Partner
Matthew Cleary
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
Dylan Lemis
Client Services Associate
Jesse Malik
Financial Planner
Amber Martignetti
Wealth Management & Operations Manager
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