Anthony Lugo, CFP®, CEPA
Wealth Advisor
Carrie Zhou, CFP®
Wealth Advisor
Charles Recchion
Wealth Advisor
Jessica Chen, CFA®
Wealth Advisor
Mark De Gregorio
Wealth Advisor
Parker Landolf, CFP®
Wealth Advisor
Ryan Moore, CFP®
Wealth Advisor
Taylor Embury, CFP®
Wealth Advisor
Timothy McNamara
Sr. Wealth Advisor
Zack Schiller, CFP®
Sr. Wealth Advisor
Jeff Blum
Regional Vice President
Annie Gottbehuet
Managing Partner
Bob Burlinson
Vice Chairman, Regis Group
Jojo Cresci, CFP®
Partner
Matt Krensky
Partner, Regis Group
Peter Gifford
Partner, Sr. Wealth Advisor
Stephen Donahue, CFA®
Partner, Sr. Wealth Advisor
Darren Gee
Regional Vice President
Austin Wong
Relationship Manager, Regis
Kevin Shannon
Sr. Relationship Manager

