Eric Bergenn
FINANCIAL PLANNER | FINANCIAL ADVISOR
Bill Christie
MANAGING SALES DIRECTOR
Raymond Congelosi
FINANCIAL ADVISOR
Douglas M. Gordon
FINANCIAL ADVISOR
Ethan Goodman
FINANCIAL PLANNER/ADVISOR
Brooks Loomis
FINANCIAL ADVISOR AND INVESTMENT ADVISOR REPRESENTATIVE
James W. Marlor, Jr.
PARTNER AND FINANCIAL ADVISOR
David Morales
FINANCIAL ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE
Michael Morales
FINANCIAL PLANNER, INVESTMENT ADVISOR REPRESENTATIVE
Todd D. Shepard, CFP®
FINANCIAL PLANNER AND INVESTMENT ADVISOR REPRESENTATIVE
Erich Strunk
Glenn C. Thompson
FINANCIAL SERVICES REPRESENTATIVE AND INVESTMENT ADVISOR REPRESENTATIVE
Brian J. Waddell, RICP® , AIF®
FINANCIAL PLANNER AND WEALTH MANAGEMENT ADVISOR
