Stan Gregor

Chairman, CEO & Executive Managing Partner

Michael Bremer

COO

Mara Stempler

Chief Financial Officer and Vice President

Barbara Hawkesworth

Chief Legal Officer

Sarah Rich

CAO

Steve Pfundstein

Chief Technology Officer

Ed Friedman

Director of Growth & Business Development

Noreen Brown

Co-chief Investment Officer

Tara Pizzutillo

Head Of Advisor Transitions

Paul Mascia

Long Term Care Specialist

Tom Michelin

IT Systems Manager

Cliff Losen

Network Administrator

Joe Maliani

Lead Stack Integration Engineer

Deardra Evans

Trade Desk Manager

Betty Infantes

Registered Client Service Associate

Kathy Miles

Investment Coordinator

Michael Dempsey

Marketing Coordinator

Joseph Rowek

Vice President

Brian Barthold Chfc

Executive Wealth Planner

Kyle Fischbach

Private Wealth Advisor

Anthony L. McElynn

Chief Compliance Officer

Denise VanZandt

Billing Coordinator

Dean Barnacle

Associate Private Wealth Advisor

Tanya Zorov

Senior Data Project Manager/Corporate Strategist

Samantha Matin

Legal & Compliance Intern

Todd Weiss

Wealth Management Advisor

Jonathan Lazorchak

Transition Analyst

Kelli Ferrer

Strategic Growth Associate

Brian Pereyra

IT Support Professional

Tyler Smolinski

Trade Support Specialist

Richard Millus

General Securites Principal/Investment Rep Supervisor

Lorraine Leung

Senior Controller

Allen Porter

Lead IT Transition Specialist

Kenan Kashlan

Sr. Financial Consultant

Daniel Field

Private Wealth Advisor

John LeRoy

Private Wealth Advisor and Founder of LeRoy Wealth Management Group

Kenneth D. Durfee

Private Wealth Advisor

Michael Cear

Wealth Management Advisor

Bruce Resnik

Senior Wealth Advisor

Rob Armstrong

Senior Financial Advisor

Christian Bonnesen

Private Wealth Advisor

Michael MacDougal

Financial Advisor

Joseph W. Spada

Private Wealth Advisor

Anthony Gerbasio

Training Coordinator

Keith Fahrman

Senior Financial Advisor

Larry Bell

Private Wealth Advisor at Summit Financial, LLC

Leah Kashulines

Senior Operations Specialist

Christopher R. McIntyre

Incoming Summer Analyst

Jason Huang

Senior Investment Analyst