Glenn G. Miller
Senior Financial AdvisorRyan P. Hawkins, CFP, AWMA, ADPA
Senior Financial AdvisorFundamental Choice Portfolio Manager
Steven Adelizi
Senior Financial AdvisorNicholas Adelizi
Registered AssociateLisa Maisano-Norman
Senior Administrative AssociatePaul Hammersmith
Senior Financial AdvisorMario Soto
Client AssociateMaria E. Reed
Senior Administrative AssistantGarrick Updegraph, CFP
Executive Vice PresidentSenior Financial Advisor
Michelle Bolling
Senior Client AssociatePatrick T. Enriquez
DirectorSenior Vice President
Jon M. Leedom
Managing PrincipalFundamental Choice Portfolio Manager
Craig E. Tuthill
Senior Financial AdvisorFundamental Choice Portfolio Manager
Nina Domingo
Senior Client AssociateSean A. Loftus
Managing Director - Investment OfficerSenior PIM Portfolio Manager
Bryan K. Misajon, CMFC, CRPC
Executive Vice PresidentPIM Portfolio Manager