skip to Main Content
Spencer Sherman

Spencer Sherman

Founder and Executive Chairman
Darius Gagne
Brent Kessel

Brent Kessel

Founder and CEO
Neela Hummel

Neela Hummel

Financial Advisor
J.D. Bruce
David DeWolf

Gabriel Brenner

Financial Advisor

Barrett Porter

Financial Advisor
Susan Olson

Susan Olson

Financial Advisor

Barbara Wolf

Financial Advisor

Jason Cole

Financial Advisor
Lara Lamb

Lara Lamb

Financial Advisor
Greg Aloia

Gregory Aloia

Financial Advisor

Kari Jean Glosser

Financial Advisor
Brian Canning

Brian Canning

Financial Advisor
Kyle Williams

Kyle Williams

Financial Advisor
Wende Headley

Wende Headley

Financial Advisor

Beth Greulich

Financial Advisor

John Eing

Financial Advisor
Alan Ungar

Alan Ungar

Financial Advisor
Eileen Freiburger

Eileen Freiburger

Financial Advisor

Scott Swanson

Financial Advisor

Jana Davis

Financial Advisor

Laura Morganelli

Financial Advisor

Matt Higgins

Financial Advisor

Kathryn Peyton

Financial Advisor

Matt Rivera

Financial Advisor

Daria Victorov

Financial Advisor

Lindsey Woodward

Financial Advisor

Emily Benedetto

Financial Advisor
Back To Top