Benjamin M. Howarth, CASL^®

Special Needs Planner | Financial Services Executive | Investment Advisor Representative | Domiciled in RI, CA Insurance Lic #0K09633

(401) 243-8832

(401) 243-6969

[email protected]

Joshua Howarth

Financial Advisor | Financial Services Representative | Investment Advisor Representative

(401) 243-8842

(401) 691-6969

[email protected]

Jonathan S. Gruber, RICP®, AIF®, AAMS®

Financial Advisor | Financial Services Representative | Investment Advisor Representative

(860) 258-3836

(860) 218-2899

[email protected]

Jennifer Stomsky

Team Marketing Coordinator

(401) 243-8851

(401) 691-6969

[email protected]

Courtney Parke

Team Operations Coordinator

(401) 243-8806

(401) 243-6969

[email protected]

John Foreman, MBA, CIMA^®

Investment Director

Kathleen A. Cassidy, J.D.

Advanced Markets Director

Matthew Teel, CFP^®, CLU^®

Director of Protection Products

Jeremy Hus, CFP^®, ChFC^®, CASL^®, CLU^®

Director of Financial Planning

Niko Vamvakas

Retirement Products Consultant

Natalina DeMeis

Benefits Director

Eric Nadeau

New Business Analyst

Allison Mislow

PlanSmart Account Executive

Andrew Wigzell, ChFC®, CASL®

Financial Planner | Financial Services Executive | Investment Advisor Representative

Bill Simpson

Auto and Home for RI

(401) 243-8839

(401) 691-6969

[email protected]

Kourtney Zando

Analyst