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- Team Members
Jay Cirame
VP, ERISA Consulting
Jon Clark
VP, Advisor Channel Consulting
Matthew Cleary
Financial Planner
Joyce Clouthier
Senior Consultant, Advisor Channel Consultant
William Cooper
Senior Financial Wellness Educator, DE&I Advisor
Cindy Crosby
Senior Employee Benefits Analyst
Dennis Davis
VP, Strategic Partnerships & Plan Consulting
Mike DiBacco
VP, Financial Planner
Ara Diloyan
Senior VP, Director of Wealth Management
Rob DiMase
Partner
Julie Doran Stewart
Head of Fiduciary Advisory Services
Doug Dustin
CFO, CCO, Partner
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