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Our Team

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Amy Betts
Chief Compliance Officer
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Bob Gucer
Wealth Advisor/ Managing Principal
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Jaime Benedetti
Wealth Advisor/ Managing Principal
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Jeffrey Cone
Chief Investment Officer
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Jennifer Clouse
Chief Operating Officer
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Adam Howard
Wealth Advisor
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Christopher Cristallo
Qualified Retirement Plan Advisor
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Ryan Flurie
Wealth Advisor
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Garrett Leroux
Wealth Advisor
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John Jarvise
Wealth Advisor
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Gabi Kong
Director of Client Operations
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Cyndi Bernard
Director of Rep Relations
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Lindsey Garcia
401(k) Relationship Manager
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Rap Llamanzares
Executive Assistant
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Jason Thisdale
Financial Planner
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Dayna G. Adams
Director of Client Services
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Greg Urovsky
Investment Specialist
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Heather Gardner
Wealth Advisor
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Kharissa Gabaree
Client Service Specialist & Internship Program Coordinator
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Liz Simon
Director of Client Services
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Robin Accardo
Director of First Impressions
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John Lachica
Executive Assistant
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