Partners
Kevin S. Schneider, CLU®
Partner
Thomas J. Harmon, CLU®, ChFC®
Partner
Douglas Reiss
Partner
Seth Medalie, CLU®, CHFC®
Founder
Talent Acquisition | Learning & Development
Ellie McCoy
Director of Talent Acquisition
Peter A. Klay
Director of Learning & Development | Managing Director
John "Jake" Akoury, CFP®, MBA, CLTC, AAMS
Director of Training
Alex Burns
Financial Advisor | Managing Associate
Andrew Altenbach, CFP®, CExP™, RICP®
Financial Advisor
Dylan B. Grocer, CFP®, ChSNC®
Managing Associate | Financial Advisor
Sangita Rousseau
Financial Advisor | Managing Associate
Specialists
Caroline Bonnar Christiano, MBA
Director of Marketing
Gracio Garcia, AIF®
Vice President of Wealth Management
Matthew Berard
Brokerage Manager & Disability Income Supervisor
Operations
David P. Mercadante, MBA
Agency Control Officer
Fawn Sherman
Director of Operations
Dorsy Hayes
Director of Accounting
Mary Anne Johnson
New Business Manager