Broker Check

Advisors and Associates

Greater New York- Hamden, Connecticut

Anne Miracle

Advisor Assistant to Chris Gavin

Anthony Marchitto

Advisor Assistant to Chris Gavin

Christine Kurth

Christine Kurth

Advisor Assistant to Janet Dember

Daniel Guerra

Financial Advisor

860-399-6640

860-399-0686

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

Advisor Assistant to Daniel Guerra

Frederick "Rick" Hildenbrandt

Advisor Associate to Craig Wilson

518-452-5700

518-452-6038

Holly Akerberg

Holly Akerberg

Advisor Assistant to Matthew Peak

860-432-8111

860-432-7003

James Frey

Advisor Assistant to Craig Wilson

Janet Dember

Janet Dember

Financial Advisor

860-489-4676

860-489-4685

Jessie Morotto

Jessie Morotto

Advisor Associate to Brian Skinner

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

Mark Naginey

Mark Naginey

Financial Advisor

518-452-5700

518-452-6038

Mary Grace Peak

Advisor Asistant to Matthew Peak

860-432-8111

Stephanie  D'Andrea

Stephanie D'Andrea

Advisor Assistant to Mark Stevens/Patrick Boutilier

Theodore Koppy

Theodore Koppy

Advisor Associate to Dan Guerra

Greater New York- Hartford, Connecticut

Aleks A.  Peske

Aleks A. Peske

Financial Advisor

860-424-0004

860-560-0455

Carol J. Patterson

Carol J. Patterson

Advisor Assistant to Robert Langweil

860-308-2026

860-560-0455

Jessica deBidart

Advisor Assistant to Arthur Peske

Lucas Van Zandt

Financial Advisor

860-424-0004

860-560-0455

Greater New York- Stamford, Connecticut

Brendan Norberto

Advisor Assistant to Andre Aflalo & Justin Friedman

(475) 205-7013

Michael Coco

Advisor Associate to André Aflalo, Jordan Kerner, Miklos Gudricza

Pamela Mercanti-Aflalo

Advisor Assistant to the Andre Aflalo & Justin Friedman

(475) 205-7013

Greater New York- West Warwick, Rhode Island

Alan Lao

Alan Lao

Advisor Associate for Brea Hutchinson

401-885-2342

401-885-4591

Griffin Schroeter

Advisor Assistant to Molly Rambo

Henry Carey

Henry Carey

Financial Advisor

401-885-2342

401-885-4591

John Morris

John Morris, CRPC

Financial Advisor

401-885-2342 x121

401-885-4591

Kegan Schroeter

Advisor Assistant to Molly Rambo

Martha Carlson

Martha Carlson

Advisor Assistant to Molly Rambo

401-885-2342 x108

401-885-4591

Molly Rambo

Molly Rambo

Financial Advisor

401-885-2342

401-885-4591

Paul Gallo

Advisor Assistant to Brea Hutchinson

Taylor Cann

Taylor Cann

Advisor Associate to Brea Hutchinson

401-885-2342 x116

401-885-4591

New England Office- Portsmouth, New Hampshire

Amelia Gage

Amelia Gage

Advisor Assistant to Anne Arbuthnot

877-656-5023

877-656-5023

Anne Arbuthnot

Anne Arbuthnot

Financial Advisor

877-656-5023

877-656-5023

Brittany Levesque

Brittany Levesque

Advisor Assistant to Tim Dabrieo

603-431-8173 x136

603-431-8232

Deb Collins

Deb Collins

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

877-656-5022

877-656-5022

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

Marjorie Amico

Financial Advisor

603-539-4687

603-431-8232

Mark  Tuson

Mark Tuson

Financial Advisor

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

Timothy  Dabrieo

Timothy Dabrieo

Financial Advisor

603-294-4121

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®

Carol Collins

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

781-933-2067 x107

781-933-4385

Christine  Collins

Christine Collins

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

781-933-2067 x107

781-933-4385

Dale Schofield

Advisor Assistant to Eric Howland

508-393-2530

781-933-4385

Don Phillips

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

781-933-2067 x103

781-933-4385

Emilie  Evans

Emilie Evans

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

781.933.2067 x126

Jayn  Stillson

Jayn Stillson

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

781-933-2067 x122

781-933-4385

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

Kristine Rencs

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

781-933-2067 x148

781-933-4385

Lisa  Nye

Lisa Nye

Advisor Associate

781-933-2067 x110

781-933-4385

Michael  Cipriani

Michael Cipriani

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

781-933-2067 x118

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

Have questions? Contact us today!

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