Josh DeForest, CFA, CFP®
Executive Managing Partner, Head of Client Delivery
Dustin C. Stiefel
Sr. Wealth Advisor
Elliot Stone
Sr. Wealth Advisor
Jared Harrington, CFP®
Wealth Advisor
Joseph D. McIntosh, CPA
Sr. Wealth Advisor
Matthew Loughren, CFP®, CRPC®
Sr. Wealth Advisor
Samuel Hussein
Wealth Advisor
Vince Hawkins
Sr. Wealth Advisor
George Bruneau
Regional Vice President
John Mazzei, CFP®
Regional Vice President
Christina Slavonik, CFP®, CSLP
Wealth Advisor
Cindy Biernbaum
Financial Planner
Melissa Cleghorn
Client Service Specialist

