Broker Check

Advisors and Associates

Greater New York- Hamden, Connecticut

Alan Lao

Alan Lao

Advisor Associate for Brea Hutchinson

401-885-2342

401-885-4591

Anne Miracle

Anne Miracle

Lead Client Experience Coordinator to Christopher E. Gavin CFP®, CRPC®, CMFC®

203-288-2990 x 113

203-288-2770

Calvin Geary

Financial Advisor

856-532-0077

856-626-4184

Darlene Creed

Darlene Creed

Advisor Assistant to Matthew Peak

860-432-8111

860-432-7003

Denise Filardo

Denise Filardo

Advisor Associate to Mark Stevens

Elizabeth Rankin

Elizabeth Rankin

Advisor Assistant to Daniel Guerra

Frederick "Rick" Hildenbrandt

Advisor Associate to Craig Wilson

518-452-5700

518-452-6038

Griffin  Schroeter

Griffin Schroeter

Advisor Assistant to Molly Rambo

Holly Akerberg

Holly Akerberg

Advisor Assistant to Matthew Peak

860-432-8111

860-432-7003

James Frey

Advisor Assistant to Craig Wilson

Jessie Morotto

Jessie Morotto

Advisor Associate to Brian Skinner

John Morris

John Morris, CRPC

Financial Advisor

401-885-2342 x121

401-885-4591

Joseph Dedo

Joseph Dedo

Financial Advisor

203-262-6088

203-413-6352

Joseph Palmucci

Joseph Palmucci, MBA

Advisor Associate for Dan Guerra

203-780-7016

203-288-2770

Karen Robinson

Karen Robinson

Advisor Associate to Brea Hutchinson

401-885-2342

401-885-4591

Kegan Schroeter

Kegan Schroeter

Advisor Assistant to Molly Rambo

Kelly  Tropp

Kelly Tropp

Advisor Assistant to Al Nicolosi CRPC®

856-532-0077

856-626-4184

Martha Carlson

Martha Carlson

Advisor Assistant to Molly Rambo

401-885-2342 x108

401-885-4591

Mary Grace Peak

Advisor Asistant to Matthew Peak

860-432-8111

Maryann Rush

Maryann Rush

Advisor Assistant to Al Nicolosi CRPC®

856-532-0077

856-626-4184

Michael Coco

Michael Coco

Advisor Associate to André Aflalo, Jordan Kerner, Miklos Gudricza

Molly Rambo

Molly Rambo

Financial Advisor

401-885-2342

401-885-4591

Paul  Gallo

Paul Gallo

Advisor Assistant to Brea Hutchinson

Rochelle C.  Rose

Rochelle C. Rose

Advisor Assistant to Brian Sardelli

401-885-2342

401-885-4591

Stephanie  D'Andrea

Stephanie D'Andrea

Advisor Assistant to Mark Stevens/Patrick Boutilier

Stephanie Ferraiolo

Advisor Assistant to Christopher Gavin

203.288.2990 ext. 134

203.288.2770

Stephen Benkover

Advisor Assitant to Andre Aflalo

475-205-7013

203-602-5511

Taylor Cann

Taylor Cann

Advisor Associate to Brea Hutchinson

401-885-2342 x116

401-885-4591

Theodore Koppy

Theodore Koppy

Advisor Associate to Dan Guerra

Greater New York- Hartford, Connecticut

New England Office- Portsmouth, New Hampshire

Amelia Gage

Amelia Gage

Advisor Associate to Anne Arbuthnot

877-656-5023

877-656-5023

Beth McGuerty

Advisor Assistant to Anne Arbuthnot

877.656.5023

877.656.5023

Brittany Levesque

Brittany Levesque

Advisor Assistant to Tim Dabrieo

603-431-8173 x136

603-431-8232

Heather Ybarra

Advisor Assistant to Rob Rigsby

603.854.5995

603.935.9250

Johanna Holecy

Johanna Holecy

Advisor Associate to Bonnie Staniewicz, CFP®, CDFA

603-905-9701

603-905-9702

Leeann Maxwell

Leeann Maxwell

Advisor Associate to Lisa Dale, CFP®, ADPA®, CDFA™ & Helena Mahoney, CFP®, ADPA®, CDFA™

877-656-5022

877-656-5022

Lisa Ouellet

Advisor Assistant to Rob Rigsby

603-854-5995

603-935-9250

Mary Ann  Schwartz

Mary Ann Schwartz

Advisor Assistant to Elizabeth Sampson, CFP® & Richard West, CMFC

603-679-1449

Rob Rigsby

Rob Rigsby

Financial Advisor

603-854-5995

603-935-9250

Susan Jones

Susan Jones

Advisor Assistant to Lisa Dale, CFP®, ADPA®, CDFA™ & Helena Mahoney, CFP®, ADPA®, CDFA™

877-656-5022

877-656-5022

Wade  Ojala

Wade Ojala

Financial Advisor

603-204-8796

603-431-8232

New England Office- Woburn, Massachusetts

Arianna Lemonias

Arianna Lemonias

Advisor Assistant to Elizabeth Sampson, CFP® & Richard West, CMFC®

781-933-2067 x106

Brian Darcy

Advisor Assistant to Sheryl Wein, CRPC® and Stephen Collins, CFP®, CRPS®

781-995-3110

781-933-0389

Casey Mack

Advisor Assistant to Sheryl Wein, CRPC® and Stephen Collins, CFP®, CRPS®

781-404-7004 x103

781-933-0389

Christine  Collins

Christine Collins

Advisor Assistant to Sheryl Wein, CRPC® and Stephen Collins, CFP®, CRPS®

781-404-7004 x104

781-933-0389

Emilie  Evans

Emilie Evans

Advisor Assistant to Sheryl Wein, CRPC® and Stephen Collins, CFP®, CRPS®

781-404-7004 x100

781-933-0389

Jayn  Stillson

Jayn Stillson

Advisor Assistant to Sheryl Wein, CRPC® and Stephen Collins, CFP®, CRPS®

781-404-7004 x105

781-933-0389

John Bullock

Registered Representative

781-281-7048

781-537-6913

Julie McHugh

Advisor Assistant to Mary Butler-Aldrich, ChFC®, CLU®

781-933-2067 x140

781-933-4385

Keenan Dwyer

Keenan Dwyer

Advisor Assistant to Sheryl Wein

781-404-7004 x.106

781-933-0389

Kristine Rencs

Advisor Assistant to Elizabeth Sampson, CFP® and Richard West, CMFC®

781-933-2067 x148

781-933-4385

Petra Conboy

Advisor Assistant to Mary Butler-Aldrich, ChFC®, CLU®

781-933-2067 x110

Tammy  Souhail

Tammy Souhail

Advisor Assistant to Christopher Pazienza, CFP®

781-281-7048

781-537-6913

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