Partners
Seth Medalie, CLU®, CHFC®
President
Kevin S. Schneider, CLU®
Partner/EVP
Thomas J. Harmon, CLU®, ChFC®
Partner/SVP
Talent Acquisition | Learning & Development
Douglas Reiss
Director of Talent Acquisition
John Brady
Associate General Agent
Peter A. Klay
Managing Director
John "Jake" Akoury, CFP®, MBA, CLTC, AAMS
Director of Training
Michel Scheinmann, JD*, CLU®, ChFC®
Director of Training
Specialists
Caroline Bonnar Christiano, MBA
Director of Marketing
Gracio Garcia, AIF®
Director of Investments
Matthew Berard
Brokerage Manager & Disability Income Supervisor
Linda Diianni, CLU®, RHU®
Brokerage Manager
Operations
David P. Mercadante, MBA
Agency Control Officer
Fawn Sherman
Director of Operations
Dorsy Hayes
Director of Accounting
Mary Anne Johnson
New Business Manager