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Darius Gagne
Brent Kessel

Brent Kessel

Founder and CEO
Neela Hummel

Neela Hummel

Financial Advisor
J.D. Bruce

J.D. Bruce

President
David DeWolf
Barrett Porter

Barrett Porter

Financial Advisor
Lara Lamb

Lara Lamb

Financial Advisor
Brian Canning

Brian Canning

Financial Advisor
Kari Jean Glosser

Kari Jean Glosser

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
Jessica Lu

Jessica Lu

Director of Operations
Annemarie Happée

Annemarie Happée

Project Manager
Matt Higgins

Matt Higgins

Financial Advisor
Angela Spirrison

Angela Spirrison

Client Service Associate
Joann Melancon

Joann Melancon

Client Service Associate
Allie Long

Allie Long

Client Service Associate
Ryan Balderian
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