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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 Officer and Chief Financial Officer
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Daniel Meyers, , CFP®
Director of Private Client
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Christian Brown, , CFP®
Director of Institutional Group
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Jo Ann Grasso
Vice President and Investment Advisor Representative
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Janelle M. Fumerola, , CFP®, MBA
Client Advisor
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Joshua Beas - CISP, CDFA
Client Advisor
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Beth Williams
Client Advisor
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Samantha T. Dvorchak
Client Advisor
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Scott Oros, CFP®
Client Advisor
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Mary Ann Messina-Fiorilli
Marketing Manager
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Gina Bouvy
Records & Reporting Administrator
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Patricia A. Mullen
Executive Assistant
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Rosemary C. Neely
Executive Assistant and Marketing Coordinator
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Linda Higdon
Executive Assistant