Joseph Luciano
Financial Planner
Nicholas Semko, CFP®, CRPC®, CMFC®
Managing Director, Channel Client Development
Anthony Flores
Regional Vice President
Brett Sperin
Sr. Vice President
Kimberly Maxwell
Associate Vice President
Emma Jones, CFP®, AFC®
Wealth Advisor
Keith Huber
Managing Partner
Meghan Doherty
Wealth Advisor
Michael Mikonis, CFP®, RICP®
Wealth Advisor
Ryan Frankel, CFP®
Principal
Lillian Patrikios
Sr. Client Service Specialist
Robert Hendrickson
Sr. Client Service Specialist
Zachary Desjardins
Client Service Specialist

