Mark Lamoriello

Mark Lamoriello, AIF®

Chief Executive Officer

Andrew S. Zito

Andrew S. Zito, AIF®, CPFA®

President / Chief Operating Officer

Danny Gay

Danny Gay, AIF®

Managing Director

Sally Hanley-Whitworth

Sally Hanley-Whitworth, CFP®

Chief Compliance Office/Vice President - Wealth Advisor

Josh Rose

Josh Rose, AIF®

Wealth Advisor

Jeff Roberts

Jeff Roberts, AIF®, CPFA®

Plan Advisor/Manager – Retirement Plan Services

William F. Hamer

William F. Hamer

Director - Participant Education, Wealth Advisor

Jeff Lee

Jeff Lee, CSRIC

Wealth Advisor

Codie Thomas

Codie Thomas

Retirement Plan Advisor

Teresa J. Leonard

Teresa J. Leonard, ERPA, AIF®, QPA, QKA

Vice President, Retirement Plan Services

Stuart Smith

Stuart Smith, CFA®

Portfolio Manager

Jennifer Johnson

Jennifer Johnson

Manager – Firm Administration

Charmaine Newbold

Charmaine Newbold

Reporting and Analytics

Sarah Wilson

Sarah Wilson

Executive Assistant

Susan T. Quiles

Susan T. Quiles

Manager – Wealth Services

Gwendolyn Farrell

Gwendolyn Farrell

Client Service Associate