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
Jennifer Stomsky
Client Relationship Manager
Austin Coristine, WMCP®
Financial Planner Investment Advisor Representative
Kimberly Donall
Practice Manager
Corey Gavin
Investment Operations Coordinator
Tristan Heng
Investment Operations Associate
Domenic D’Errico
Timothy Lynch, CFP®, RICP®
Paul Provost
Financial Planner
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