Benjamin M. Howarth, CASL®, RICP®
Financial Advisor Financial Services Executive Investment Advisor Representative Special Care Planner
Joshua Howarth, RICP®
Financial Planner Financial Services Representative Investment Advisor Representative
Timothy Lynch, CFP®, RICP®
Financial Planner Investment Advisor Representative
Austin Coristine, WMCP®
Paul Provost
Financial Planner
Jennifer Stomsky
Client Relationship Manager
Kimberly Donall
Practice Manager
Tristan Heng
Investment Operations Manager
Todd Camp
Investment Operations Coordinator
Domenic D’Errico
Stephanie Yang
Insurance Operations Coordinator
Cassidie Arena
Team Marketing Associate
Michele Lombardo
Personal Assistant
Kate Cassidy, J.D. *
Vice President, Advanced Markets
Natalie DeMeis
Vice President, Business Development
John Foreman
John Foreman, MBA, CIMA®
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®
Vice President, Financial Planning
Allison Mislow
PlanSmart Executive
Eric Nadeau
New Business Analyst
Tammy Michaels
Property & Casualty Specialist
Matthew Teel, CFP®, CLU®
Vice President, Risk Management
Beverly Wright
Vice President, Worksite Benefits
Gregory Wachter
Niko Vamvakas
Vice President, Retirement Planning Solutions
Kourtney Zando
Product Solutions Manager
*Licensed but not practicing