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Advisors and Advisory Support

Brandon I. Luke CFP®, CIMA®

Senior Director of Talent Development and Lead Advisor

Lucas Scocchia CFP®, CPWA®, WMCP®, ChFC®

Director of Business Analytics & Lead Advisor

Michael Jay Pezzuto CFP®

Lead Advisor

Susan Ruhland CFP®, CLU®, ChFC®

Director of Client Engagement & Associate Lead Advisor

John P. Parisi CLU®, ChFC®, CLTC®, CASL®

Financial Advisor | Long Term Care Specialist

Alex Felipe Klein

Financial Advisor

Raymond E Corrigan

Director of Growth

Sarah Urichianu MBA

Director of Client Engagement & Associate Lead Advisor