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Daniel S. Henderson, ChFC
President and CEO
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Bruce W. Miller, CFA
Chief Investment Officer and Secretary
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Cory S. Krebs, CFA
Chief Operating Officer and Portfolio Manager
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Robin Miller
Chief Compliance Office and Chief Financial Officer
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Christian Brown, CFP
Client Advisor and Business Development Officer
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Jo Ann Grasso
Vice President and Investment Advisor Representative
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Joshua Beas - CISP, CDFA
Client Advisor
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Janelle M. Fumerola, CFP, MBA
Client Advisor
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Beth Williams
Client Advisor
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Patricia A. Mullen
Executive Assistant
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Daniel Meyers, CFP
Client Advisor
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Rosemary C. Neely
Executive Assistant and Marketing Coordinator
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Gina Bouvy
Records Supervisor
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Mary Ann Messina-Fiorilli
Sales and Events Coordinator
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Scott Oros, CFP®
Client Advisor