Meet Your CERTIFIED FINANCIAL PLANNERs™

Be confident in your financial future

Ross James

Senior VP, Wealth Management

David Batchelder

Senior Investment Officer

Dan Bernardo

VP, Financial Planner, Private Client Group

James Bremis

Financial Planner

James Dailey

Plan Advisor

Mike DiBacco

Financial Planner

Ara Diloyan

Director of Wealth Management

Nicholas Ockenga

Financial Planner

Tim Payne

Senior Financial Planner

Ryan Petti

Financial Planner

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