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Advisors

Peter Tiboris CFP®, ChFC®, CAP®, MSFS, MBA

CEO and Partner

Benjamin P Feldman CFP®

Partner and Chief Growth Officer

Matthew S. Wunder CFP®

Partner & Director of Strategy and Development | Wealth Management Advisor

Richard A. Goldman CFP®, CLU®, ChFC®, MSFS

Principal

David J. Hachey CLU®, ChFC®, CLTC®

Principal

Brian M Jones CPA, PFS, CFP®, CLU®, CLTC®

Principal and Wealth Management Advisor

Gregory D. Baekey CLU®, ChFC®

Principal

Brad Smith CFP®, ChFC®, CLTC®

Wealth Management Advisor

Daniel E. Paige CFP®, CLU®, ChFC®, CASL®, RICP®

Director of Financial Planning

Michael F. Scordo CFP®

Associate Wealth Management Advisor

Matthew S. Monn CFP®

Associate Wealth Management Advisor

Peter B. Breslin CFP®, CASL®, RICP®, FSA, ChSNC®

Associate Wealth Management Advisor

Samantha Leigh Keane CFP®

Associate Advisor

Tyler James Aprea

Client Service Manager

Matthew LaMonica