Focused On You
Michael Aloi, CFP®
Team Liaison and Client Relationship Manager
Sarah Allen
Senior Client Service Associate
Noreen Brown, CFA
Director of Portfolio Management
Steve Melnick, CFA
Associate Director of Investment Management
Joseph Cecere, MBA, CFA
Senior Investment Specialist
Jason Huang, MA
Senior Investment Analyst
Matthew Pranaitis, CFA, CAIA
Investment Analyst
Niko Piccolo
Investment Analyst
James Rabasca J.D.
Senior Tax Specialist
Brandon Smith, J.D.
Director of Integrated Planning Group
Natassia Najman, J.D.
Senior Planning Specialist
David Porro, CLU®, ChFC®
Director of Insurance
Frank Bardales
Financial Planner
Brian Abbott
Financial Planner
Anthony McElynn
Chief Compliance Officer
Mara Stempler
Chief Financial Officer
Barbara Hawkesworth
Chief Legal Officer