John Adams Vaccaro CFP®, CLU®
Chief Executive Officer

Nina Arrigo
Senior Database Administrator

Regis Beauclair
Client Service Associate

Doris Berliner
Administrative Assistant

Ann Cimmino
Database Administrator

Chris DeLaura, CFP®
Financial Planning Specialist

William Durkin Jr.
Operations Manager

Natalie Hirsch
Sales Assistant

Terry D. Schnare
Branch Manager

Todd Latham
Chief Technology Officer

Tim Looney
Chief Financial Officer/ Chief Operating Officer

Diann McChesney MS, CFP®, CLTC
Financial Planning Specialist

Maggie Pangrazio
Registered Sales Assistant

Marsha Piltz
Administrative Assistant

Elizabeth Reese
Client Service Associate

Mary Roland
Client Relations Team Manager

Susan Roth
Director of Sales Practice Compliance

Herbert C. Rosenthal, CLU®, ChFC®
Municipal & Business Planning Specialist

Jeff Sargent
Chief Compliance Officer/ Chief Administrative Officer

Joseph Tatusko CFP®, CFA
Chief Investment Officer

Grisel Williams
Receptionist