Associates

• JEFFREY FILONE

  Principal and Co-Founder

• PATRICK VANROTEN

  Principal and Co-Founder

• MATTHEW SEGAL, ChFC^®

  Senior Vice President
  Financial Planning Analyst

• PATRICK MORAN

  Managing Director
  Institutional Services, Strategy & Business Development

• DERREK AUCONE

  Vice President
  Operations Specialist

• STEPHEN NICHOLAS JR. SE-AWMA™

  Vice President
  Financial Advisor

• CHRIS BRODERICK

  Registered Client Service Associate

• THOMAS KERNEY CIMA®

  Director, Compliance Services

• JACLYN A. SANDLER

  Chief Operating Officer

• MATTHEW SHAPIRO

  Managing Director, Financial Advisor

• JOSEPH SPINA, CIMA®, CFP®

  Vice President, Financial Advisor

• TURNER SIMKINS

  Relationship Manager

• MATTHEW A. SWENDIMAN

  Chief Compliance Officer