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Jay Cirame
VP, ERISA Consulting
Jon Clark
VP, Advisor Channel Consulting
Matthew Cleary
Senior 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
Doug Dustin
CFO, CCO, Partner
Emily Eckels
Employee Benefits Associate Consultant
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