David Y. Sun, CFA®

David Y. Sun, CFA®

President & CIO

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Woodward T. Odiorne, CLU®, ChFC®

Woodward T. Odiorne, CLU®, ChFC®

Senior Financial Consultant

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Jennifer A. Garrett, CFA®

Jennifer A. Garrett, CFA®

Senior Portfolio Manager

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Jonathan D. Smith, CFP®, MSTF

Jonathan D. Smith, CFP®, MSTF

Financial Planning & Portfolio Consultant

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Ross B. Muldoon, CFP®

Ross B. Muldoon, CFP®

Director of Portfolio Management Operations

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Evan Avgerinos, CBC, CFS®

Evan Avgerinos, CBC, CFS®

Financial Planning and Portfolio Consultant

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Don Avgerinos, CBC, CEP®, RICP®, CFS®

Don Avgerinos, CBC, CEP®, RICP®, CFS®

Financial Planning & Portfolio Consultant

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Michael A. Newman, M.B.A., ChFC®, CLU®

Michael A. Newman, M.B.A., ChFC®, CLU®

Financial Planning & Portfolio Consultant

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Samuel M. Carpin, CFS®

Samuel M. Carpin, CFS®

Financial Planning and Portfolio Consultant

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Derek A. Lemke, CFP®

Derek A. Lemke, CFP®

Financial Planning & Portfolio Consultant

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Robert F. Habig II, MBA

Robert F. Habig II, MBA

Financial Planning & Portfolio Consultant

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Robin Sun

Robin Sun

Financial Planning & Portfolio Consultant

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Michelle Siano

Michelle Siano

Financial Planning & Portfolio Consultant

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Nick Sun, CFS®

Nick Sun, CFS®

Portfolio Strategist

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Anthony Civitello

Anthony Civitello

Portfolio Strategist

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Nick Bunio

Nick Bunio

Financial Planning Consultant

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Leslie Tritschler

Leslie Tritschler

Director of Operations & Client Services

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Kelly Carreno

Kelly Carreno

Assistant Office Manager

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Nancy E. Stewart, CLU®, ChFC®

Nancy E. Stewart, CLU®, ChFC®

Chief Compliance Officer

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Amy Deptula

Amy Deptula

Executive Assistant

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Rosy Sparacio

Rosy Sparacio

Executive Assistant

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