Daniel Axelson

Managing Director
& Partner

Millie Babb Perkins, CFP^®

Partner
---

Mark S. Bailey

Managing Partner &
Senior PIM Portfolio Manager

Ginger L. Baker

Relationship Manager & Financial Advisor

Dennis Barba

CEO & Managing Partner

Albert Berger, CFP^®

Partner

Daniel J. Bezik, CRPC^®

Managing Partner
---

Wojciech “Wojtek” Biernat

Senior Investment Strategist
& Financial Advisor

Dan Carter, CFP^®

Managing Director & Partner
---

Thomas Cometa

Managing Director & Partner

Dennis Devane, CRPC^®

Managing Director & Partner

Thomas C. Erb

Managing Director & Partner

Michael P. Finkelstein, CFA

Partner
---

Robert Frenkel, CFP^®

Senior Managing Director, Partner,
Chief Investment Officer

David A. Gallina

Managing Director
& Partner

Mikal Haddad, CFP^®

Managing Director and Partner

Melissa Halloran

Vice President & Director of Operations

Edward Hill, CFP^®

Managing Director & Partner

Kery Hutner, CFP^®

Managing Director & Partner

Eric Ingerman, CFP^®

Partner

Glen Kashetsky

Partner

James Makee

Executive Vice President & Partner

Jack Makee

Financial Advisor

John H. Maser, CFP^®

Managing Director & Partner

Philip Meltzer, CFP^®

Managing Director
& Partner

Lizette Pagan

Vice President
& Branch Manager

Greg Perram, CFP^®

Managing Director
& Partner

Chuck Reinemann, CRPC^® CIMA^®

Managing Director &
Executive Vice President

Salvatore Saetta

Senior Vice President
---

Kent Whitaker, CFA^®

President
---

Jaime Zarlenga-Siegler, CFP^®

Managing Director
& Partner

Brian A. Zeid

Senior Managing Director,
Partner & Director of Strategy