The Team

Our advisors are accomplished listeners. Advice that doesn’t start with your personal goals is bad advice. That’s why our first step is to listen to you — to understand where you are on your financial journey, and where you want to go next.

We are seasoned advisors. We have the experience and resources to counsel you on everything from investments and insurance to estate investment planning, retirement, and tax investing issues. Whatever your needs, we help you navigate risks and rewards, giving you a clear picture so you can invest with confidence.
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Gerald Rouleau 

Branch Manager, Financial Advisor
Managing Director – Investments
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Brian Bevans 

Financial Advisor
Managing Director - Investments
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Dominic Corleto 

Private Wealth Financial Advisor
Senior Institutional Consultant
Managing Director – Investments
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Lucas Widoff 

Financial Advisor
Institutional Consultant
Vice President
Investment Officer
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Haley Thomas 

Financial Advisor, CFP®
Institutional Plan Fiduciary Consultant
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Tyler Bevans 

Financial Advisor
Associate Vice President
Investment Officer
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Ronald Bonham 

Financial Advisor
Senior Vice President
Investment Officer
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Howard Widoff 

Financial Advisor
First Vice President
Investment Officer
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Frank Heidrick 

Financial Consultant
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Wendy Cheney 

Senior Registered Client Associate
Vice President
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Terry Eyre 

Senior Registered Client Associate – Assistant Vice President
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Stephanie Spriggs 

Senior Registered Client Associate – Assistant Vice President
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Allison Nelson 

Registered Client Associate
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Frederick Sernatinger 

Client Associate