Associates
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Julie A. Patterson
Director of Operations & Supervision
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Thomas A. Zamagni, CLU®, ChFC®
Investment Advisor Representative
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Stuart H. Armstrong II, CFP®, CLU®, ChFC®, CLTC*, ADPA®, AIF®
Financial Planner
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Robert C. Basiri, RICP®
Investment Advisor Representative
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George A. Bernet, CFP®, CRPC®, CMFC®, CLTC*, AIF®
Financial Planner
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Frances S. Connolly
Director of Finance
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Anthony R. DiChiara
Investment Advisor Representative
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Amy Doherty, RICP®
Practice Manager
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Sean G. Doherty, RICP®, LUTCF, AIF®
Financial Advisor
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Whitney H. Floren
Investment Advisor Representative
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Michael P. Fornal, CRPC®, AIF®
Financial Advisor
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Gregory Fortier, CFA®
Financial Advisor
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Christopher F. Fulton
Investment Advisor Representative
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Diane L. Graca, CFP®, AIF®, AEP®, CLTC*
Investment Advisor Representative
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Dana P. Hardy, Jr., LUTCF
Registered Representative
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Kevin G. Hill, ChFC®, AIF®
Financial Advisor
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Scott W. Holden
Investment Advisor Representative
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Steven M. Iovanna, CLTC*
Financial Representative
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Kevin J. Kogut
Registered Representative
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Adam P. Marino, CFP®, CLTC*
Financial Planner
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John F. McAvoy, CFP®, AIF®
Financial Planner
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Roger L. McDevitt III
Financial Advisor
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John M. McLaughlin, Jr., CLTC*
Financial Advisor
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Gregory J. McLaughlin, MS, CFP®, BFA™, AIF®
Financial Planner
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Erica L. Mellone, CFP®
Financial Planner
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Daniel V. Miele, MBA, LUTCF
Investment Advisor Representative
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Maria Naqishbandi, RICP®
Financial Advisor
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Brenton A. Pitt, AIF®
Investment Advisor Representative
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Earle W. Pitt, Jr., CLU®, ChFC®, AIF®
Managing Director
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Brian J. Quinn, CFA, CEBS, AIF®
Financial Advisor
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Ana H. Rito
Office Manager
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC*, AIF®
Financial Advisor
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George "Skip" Saideh, ChFC®, AIF®
Financial Advisor
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E. Michael Scanlon, CLU®
Registered Representative
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Peter A. Sechoka, AIF®
Investment Advisor Representative
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John J. Sesody IV
Supervisor of Compliance & Risk Management
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Adam J. Sherman, LUTCF, CRPS®
Financial Representative
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John Snyder
Director of Group Benefits
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Casey A. Sullivan
Operations Assistant
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Mark C. Sullivan
Managing Partner
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Patricia Viola
Administrative Assistant