Associates

• Julie A. Patterson

  Director of Operations & Supervision

• Thomas A. Zamagni, CLU®, ChFC®

  Investment Advisor Representative

• Stuart H. Armstrong II, CFP®, CLU®, ChFC®, CLTC*, ADPA®, AIF®

  Financial Planner

• Robert C. Basiri, RICP®

  Investment Advisor Representative

• George A. Bernet, CFP®, CRPC®, CMFC®, CLTC*, AIF®

  Financial Planner

• Frances S. Connolly

  Director of Finance

• Anthony R. DiChiara

  Investment Advisor Representative

• Amy Doherty, RICP®

  Practice Manager

• Sean G. Doherty, RICP®, LUTCF, AIF®

  Financial Advisor

• Whitney H. Floren

  Investment Advisor Representative

• Michael P. Fornal, CRPC®, AIF®

  Financial Advisor

• Gregory Fortier, CFA®

  Financial Advisor

• Christopher F. Fulton

  Investment Advisor Representative

• Diane L. Graca, CFP®, AIF®, AEP®, CLTC*

  Investment Advisor Representative

• Dana P. Hardy, Jr., LUTCF

  Registered Representative

• Kevin G. Hill, ChFC®, AIF®

  Financial Advisor

• Scott W. Holden

  Investment Advisor Representative

• Steven M. Iovanna, CLTC*

  Financial Representative

• Kevin J. Kogut

  Registered Representative

• Adam P. Marino, CFP®, CLTC*

  Financial Planner

• John F. McAvoy, CFP®, AIF®

  Financial Planner

• Roger L. McDevitt III

  Financial Advisor

• John M. McLaughlin, Jr., CLTC*

  Financial Advisor

• Gregory J. McLaughlin, MS, CFP®, BFA™, AIF®

  Financial Planner

• Erica L. Mellone, CFP®

  Financial Planner

• Daniel V. Miele, MBA, LUTCF

  Investment Advisor Representative

• Maria Naqishbandi, RICP®

  Financial Advisor

• Brenton A. Pitt, AIF®

  Investment Advisor Representative

• Earle W. Pitt, Jr., CLU®, ChFC®, AIF®

  Managing Director

• Brian J. Quinn, CFA, CEBS, AIF®

  Financial Advisor

• Ana H. Rito

  Office Manager

• Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC*, AIF®

  Financial Advisor

• George "Skip" Saideh, ChFC®, AIF®

  Financial Advisor

• E. Michael Scanlon, CLU®

  Registered Representative

• Peter A. Sechoka, AIF®

  Investment Advisor Representative

• John J. Sesody IV

  Supervisor of Compliance & Risk Management

• Adam J. Sherman, LUTCF, CRPS®

  Financial Representative

• John Snyder

  Director of Group Benefits

• Casey A. Sullivan

  Operations Assistant

• Mark C. Sullivan

  Managing Partner

• Patricia Viola

  Administrative Assistant