Sam Mitchell

Rob DiMase

CRO & Partner

Elizabeth Camara

Head of Retirement Plan Services

Fallon Carpenter

Head of People & Culture

Julie Doran Stewart

Head of Retirement Plan Advisory Services

Doug Dustin

Partner & CFO

Ben Healy

Partner & COO

Ross James

Head of Financial Planning

Matthew McPhail

Head of Investment Strategy

Greg Puig

Partner & Head of Group Insurance

Doug Walker

CTO

Aif® Ara Diloyan Cfp®, Clu®, Ricp®

Vice President Financial Planner Private Client Group

Cfp® Brogan O'Connor Aif®

Vice President Financial Planner Private Client Group