John Hyland

Co-Founder, Managing Director

Jim Perhacs

Chief Operating Officer

Kevin Sullivan

Enterprise Growth And Advisor Engagement

Kyle Colwell

Financial Advisor

Julie Galbraith

Advisor Advocacy Manager

Karen Hayes

Business Development Manager

Danielle Petrullo

Senior Marketing & Design Specialist

Sean Sullivan

RIA Registration & Legal Counsel

Bob Vogt

Compliance Associate

Petra Barone

Head of Finance

Richard Summers

Financial Advisor

Patrick R. Sullivan

Executive Officer

Jennifer Scheer

Manager of Compensation & Billing

Donald Pfarr

Financial Advisor

Warren Gallagher

Certified Financial Planner™

John J. Murphy

Financial Advisor

Paul Colwell

Financial Advisor

Patric Hyland

Financial Advisor

Jt McHugh

Operations Manager

Eric Lyons

Portfolio Administrator

Mark A. Morgan Jr

Financial Advisor

James Galbraith III

Financial Advisor

Conor Lenahan

Operations Associate

Frederick Wynne III

Client Services Associate

Matthew Shahidi

Operations Associate

Ana Hyland

Marketing Strategist