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

• MATTHEW GRASER

  Managing Director

• DERREK AUCONE

  Vice President
  Operations Specialist

• CHRIS BRODERICK

  Registered Client Service Associate

• MATTHEW A. SWENDIMAN

  Chief Compliance Officer