Serving New York

Dan Gwizdak, CFP®

Lisa Hayes, CFP, ChFC, AIF

Samantha Janni

John A. Paganelli

Andrew Dimaio

Jim Weikart

Brenda Caldwell

Edmond Sukalic

Marc Specht

Thomas Haggerty, AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®

Bud Sturmak, CFP®

Jeremy Paul, JD, CFP®, AIF®, CDFA™

Dean Kuhlkin, CFA®,CPA