Broker Check

Our Team

Lee J. Adelson

Lee J. Adelson, LUTCF®, CLTC

Jake Akoury

John "Jake" Akoury, CFP®, MBA, CLTC, AAMS

Managing Director & Training

Bill Altman

William H. Altman, LUTCF®

John Balzer

John G. Balzer, JD, CLTC

Evan Banks

Evan M. Banks, CFP®

Mark Baron

Mark Baron, CLTC

Richard Belofsky

Richard Belofsky, CLU, ChFC, CFP®

Matthew Berard

Matthew Berard

Brokerage & Disability Income Director

John Brady

John Brady

Managing Director

Jim Bricker

Jim Bricker, MBA

Harry Brousaides

Harry C. Brousaides, JR.


Reid Butler

Robert Canter

Robert A. Canter

Megan E. Carroll, JD*

Hayden Cassidy

Hayden Cassidy

Brad Champion

Brad R. Champion,MBA

Mahim A. Chellappa, MBA

Mahim A. Chellappa, MBA

Caroline Bonnar Christiano

Caroline Bonnar Christiano, MBA

Director of Marketing

Gina Christiano

Gina M. Christiano

Marketing and Talent Acquisition Coordinator

Todd Crowley

Todd L. Crowley

Kenneth Davis

Kenneth E. Davis, MBA, CLU®, ChFC®

Linda Diianni

Linda Diianni, CLU®, RHU®

Brokerage Manager

John Eisenhour

John D. Eisenhour

Michael Elcock

Michael L. Elcock

John Nelson Ferrara

John Nelson Ferrara, CLU®

Anne Fletcher

Anne Fletcher

Bob Furlong

Bob Furlong

Gracio Garcia

Gracio Garcia

Director of Wealth Management

Donald Gilmore

Donald Gilmore

Vice President of Operations

Leonard E. Goldman

Leonard E. Goldman, CLTC

Jeff Gordon

Jeff Gordon

John S. Gorham

John S. Gorham, CLU®

Donald Gottfried

Donald Gottfried

Andrew Guyton

Andrew Guyton

Joseph H. Guyton

Joseph H. Guyton, AEP®, CLU®, CLTC

Douglas Hall

Douglas Hall

Thomas J. Harmon

Thomas J. Harmon, CLU®, ChFC®

Partner/SVP

Dorsy Hayes

Dorsy Hayes

Director Of Finance

Joseph Herter

Joseph Herter

Michael D. Hertz

Michael D. Hertz

Jeffrey D. Hiatt

Jeffrey D. Hiatt

Howe

Robin Howe

Assistant Brokerage Supervisor & Disability Insurance Coordinator

Dick Howell

Dick Howell, MBA

James Janosky

James Janosky

Mary Anne Johnson

Mary Anne Johnson

Director of Life & Disability New Business

Brandon Jordan

Brandon Jordan

Yan Katz

Yan J. Katz

Catherine Kennedy

Peter A. Klay

Peter A. Klay

Managing Director

Amy Lampert

Amy Lampert

Peter C. Leddy

Peter C. Leddy


Timothy Legere

Boris Lokshin

Boris Lokshin, PhD, ChFC®

Financial Consultant

Marcos Lopez

Marcos Lopez

Martin F. Lowenthal

Martin F. Lowenthal, AEP®, MSIM, CLU®, ChFC®, RICP®, CLTC

Andrew MacDougall

Andrew MacDougall, MBA

Peter Magni

Peter Magni, LUTCF®

Mitchell Marcus

Mitchell Marcus, CLU®, AEP

Mark Markell

Mark Markell

Derek R. Mazzarella

Derek R. Mazzarella

Sheila McCarthy

Sheila McCarthy

Leigh McCloskey

Leigh McCloskey

Brian McGrath

Brian P. McGrath

Seth Medalie

Seth Medalie, CLU®, ChFC®

President

David Mercandante

David P. Mercadante, MBA

Steven Misdea

Steven Misdea

Peter Morris

Peter Morris, CFP®, MBA

Michael Murray

Michael Murray

Dimitry Neyshtadt

Dimitry Neyshtadt, ChFC®

Kevin O'Brien

Kevin O'Brien

Richard P. Paine

Richard P. Paine, CLU®

Galina Pekurovskaya

Galina Pekurovskaya, ChFC®

Gary J. Peters

Gary J. Peters, CLU®, ChFC®

Timothy Peters

Timothy Peters

Corey Phillips

Corey Phillips

Mark Poitras

Mark Poitras

Richard L. Poitras

Richard L. Poitras, CLU®, ChFC®

Larry Ragone

Larry Ragone, CLU®

Jack W. Reeder

Jack W. Reeder

Jack H. Reid

Jack H. Reid

Douglas Reiss

Douglas Reiss

Director of Talent Acquisition

Brett Rogers

Brett Rogers


Sangita Joshi Rousseau, MBA

Maureen Ryan

Maureen Ryan, CLTC

Vincent Saccone, Jr.

Vincent "Skip" Saccone, Jr., LUTCF®

Michel R. Scheinmann

Michel R. Scheinmann, JD


Fawn Sherman

Office Manager

Kevin S. Schneider

Kevin S. Schneider, CLU®

Partner/EVP

Zvi Shtifter

Zvi Shtifter, CLTC, RICP®

Melissa Simeone

Melissa Simeone

Investment Coordinator

Margaret Ellison Simonds

Margaret Ellison Simonds

Ari Stonehill

Ari Stonehill, CLTC

Douglas A. Swartz

Douglas A. Swartz

Darren M. Violette

Darren M. Violette, ChFC®, CLU®, RICP®

Ronald F. Watt

Ronald F. Watt, CLTC

Macky Wendell

Macky Wendell

Barry Zimmerman

Barry Zimmerman