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Darius Gagne
Brent Kessel

Brent Kessel

Founder and CEO
Spencer Sherman

Spencer Sherman

Founder and Executive Chairman
Neela Hummel

Neela Hummel

Financial Advisor
J.D. Bruce

J.D. Bruce

President
David DeWolf
Barrett Porter

Barrett Porter

Financial Advisor
Gabriel Brenner

Gabriel Brenner

Financial Advisor
Susan Olson

Susan Olson

Financial Advisor
Barbara Wolf

Barbara Wolf

Financial Advisor
Jason Cole

Jason Cole

Financial Advisor
Lara Lamb

Lara Lamb

Financial Advisor
Brian Canning

Brian Canning

Financial Advisor
Greg Aloia

Greg Aloia

Financial Advisor
Kari Jean Glosser

Kari Jean Glosser

Financial Advisor
Kyle Williams

Kyle Williams

Financial Advisor
Wende Headley

Wende Headley

Financial Advisor
Beth Greulich

Beth Greulich

Financial Advisor
John Eing

John Eing

Financial Advisor
Alan Ungar

Alan Ungar

Financial Advisor
Eileen Freiburger

Eileen Freiburger

Financial Advisor
Scott Swanson

Scott Swanson

Financial Advisor
Jana Davis

Jana Davis

Financial Advisor
Laura Morganelli

Laura Morganelli

Financial Advisor
Jessica Lu

Jessica Lu

Director of Operations
Annemarie Happée

Annemarie Happée

Project Manager
Matt Higgins

Matt Higgins

Financial Advisor
Kelly Acheson

Kelly Acheson

Lead Client Service Associate
Zivia Beniflah

Zivia Beniflah

Client Service Associate
Kathryn Peyton

Kathryn Peyton

Financial Advisor
Angela Spirrison

Angela Spirrison

Client Service Associate
Joann Melancon

Joann Melancon

Client Service Associate
Matt Rivera

Matt Rivera

Financial Advisor
Allie Long

Allie Long

Client Service Associate
Ryan Balderian
Danielle Zuckerman

Danielle Zuckerman

Executive Assistant
Brenda Chatman

Brenda Chatman

Client Service Associate
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