Executive Committee
Daniel C. Ballister, CFP®
- Agency Senior Partner
- CERTIFIED FINANCIAL PLANNER™ professional
Ronald H. Carr Jr., CFP®, ChFC®, CLU®
- Agency Senior Partner
- CERTIFIED FINANCIAL PLANNER™ professional
John Costello, CFP®, CASL®, REBC®
- Agency Senior Partner
- Financial Services Representative
Chris S. Fiorenzi
- Agency Senior Partner
- Investment Adviser Representative
Charles Marisca, CFP®
- Agency Senior Partner
- CERTIFIED FINANCIAL PLANNER™ professional
Jacob Solomon, CFP®, MBA
- Agency Senior Partner
- CERTIFIED FINANCIAL PLANNER™ professional
Joseph P. Silvestri, CFP®, ChFC®, CLU®, CASL®, CLTC
- Agency Senior Partner
- CERTIFIED FINANCIAL PLANNER™ professional
Francis J. Gordon, CLU®, LUTCF
- Agency Senior Partner
- Special Care Planner
John A Mendes, CFP®, CASL®, LUTCF
- Agency Senior Partner
- CERTIFIED FINANCIAL PLANNER™ professional
Sean M. Donlan, CFP®, ChFC®, CLU®, CASL®
- Agency Senior Partner
- CERTIFIED FINANCIAL PLANNER™ professional
Norman Chevlin, CFP® , MBA
- Agency Senior Partner
- Financial Services Representative
Michael Webb, LUTCF
- Agency Senior Partner
- Financial Services Representative
Charles A. Lambert, CRPC
- Agency Senior Partner
- Financial Services Representative
Karl Lorch
- Senior Partner
- Investment Adviser Representative
Joseph Del Guercio, CLU®, ChFC®
- Financial Advisor
- Financial Services Representative
Kenneth Korwin, CFP®, CRPC®
- Financial Adviser
- Financial Services Representative
Steve Karlik, CLU®, ChFC®
- Agency Senior Partner
- Financial Adviser
Thomas Wieczerak, CLU ®, RHU®
- Agency Senior Partner
- Investment Adviser Representative
