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, QPFC®
Managing Director – Investments
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Brian Bevans

Financial Advisor, AIF®
Managing Director - Investments
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Dominic Corleto

Private Wealth Advisor
c(k)P®, CRPS®, CRPC®, AIF®, IPFC®
Senior Institutional Consultant
Managing Director – Investments
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Lucas Widoff

Financial Advisor, CFP®
Institutional Consultant
First Vice President – Investment Officer
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Haley Thomas

Financial Advisor, CFP®
Institutional Plan Fiduciary Consultant
Vice President – Investment Officer
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Tom Birk

Financial Advisor
First Vice President – Investment Officer
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Tyler Bevans

Financial Advisor, CRPC®
Associate Vice President – Investment Officer
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Frederick Sernatinger

Financial Advisor, CRPC®, CRPS®.
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Wendy Cheney

Senior Registered Client Associate
Vice President
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Stephanie Spriggs

Senior Registered Client Associate
Assistant Vice President
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Julie Skinner

Senior Registered Client Associate
Assistant Vice President
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Allison Nelson

Senior Registered Client Associate
Officer
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Andrew Weber

Registered Client Associate
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Natasha Russell

Registered Client Associate

Retired Members of our Team

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Howard Widoff

Financial Advisor
First Vice President
Investment Officer
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Terry Eyre

Senior Registered Client Associate – Retired.