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
Marketing Coordinator
Austin Coristine
Financial Planner Investment Advisor Representative
Kimberly Donall
Practice Manager
Corey Gavin
Operations Associate
Tristan Heng
Domenic D’Errico
Timothy Lynch
Paul Provost
Financial Advisor Investment Advisor Representative Financial Services Representative
Stephanie Yang
Personal Assistant
Cassidie Arena
Michele Lombardo
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