John Adams Vaccaro CFP®, CLU
Chief Executive Officer

Nina Arrigo
Database Administrator

Regis Beauclair
Client Service Associate

William Durkin Jr.
Operations Manager

Gina Giannone
Chief Compliance Officer

Kimberly Keeping
Financial Planning Specialist

Todd Latham
Chief Technology Officer

Bridget McLoughlin
Client Relations Team Manager

Michael Pappa
Trader

Marsha Piltz
Administrative Assistant

Susan Roth
Director of Business Development

Martha Sullivan
Cashier

Joseph Tatusko CFP®, CFA
Chief Investment Officer

Grisel Williams
Receptionist

Cindy Yocum
Bookkeeping

Marykate Shine (not pictured)
Client Service Associate

Tim Looney (not pictured)
Chief Financial Officer