Meet Your Planners
Create confidence in your financial future
Amber Martignetti
Senior Client Relationship Manager
Angie Walker
Investment Operations Associate
Ara Diloyan
Director of Wealth Management
Brogan O'Connor
VP, Financial Planner, Private Client Group
Dan Bernardo
VP, Financial Planner, Private Client Group
Dante Torres
Investment Operations Associate
David Batchelder
Senior Investment Officer
Fabiana Pereira
Senior Financial Wellness Educator
James Bremis
Financial Planner
James Dailey
Senior Financial Wellness Educator
Jim Carnevale
Partner
Michael Dugal
Financial Planner
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