Gregory C. Sarian
CEO & Founder
Francis X. Masse
Managing Director & Partner
Jeremiah Riethmiller
Chief Investment Officer
Ray Baraldi
Senior Financial Advisor
Morgan Buswell
Communications Director
Joyce Chobert
Senior Wealth Management Associate
Angela Consorti
Client Experience Team Lead
Avery Cotter
Investment Analyst & Trader
Casey Dugan
Senior Wealth Management Associate
Julia Jablonski
Business Optimization Lead & Senior Wealth Management Associate
Thomas Macaluso
Senior Analyst & Financial Advisor
Janet Nicholson
Office Coordinator
Brayden Sauerbier
Registered Wealth Management Associate
Nicole Serio
Registered Wealth Management Associate
Nick Stumpo
Senior Financial Advisor
Kevin Wager
Senior Financial Advisor