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Nasir Amin
Managing Associate
Enrico Ballezzi, CPA, CFP®
Registered Representative
Financial Planner
Marge Chiselko
Investment Assistant
Anna Columbus
Registered Representative
Marianne Critelli
New Business Specialist
Peter Forbes, MBA
Managing Associate
Bart Fraenkel
Registered Representative
Susan Graham
Bookkeeper
Thomas Granahan
Registered Representative
Susan Hagaman, ChFC, CLU
Registered Representative
Kavita Khandelwal
Financial Representative
Rajesh Khullar, MBA, CLF, CLU, CFS, ChFC
Managing Partner
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Barbara Knudson, ChFC®, CLU®
Registered Representative
Carol Konicki, ChFC®, CLU®
Registered Representative
Perry Koplik
Registered Representative
Tom Perretta
Registered Representative
Ron Pfeiffer, CLTC
Registered Representative
Robert Schacht, CLU
Registered Representative
Michelle Schuster
Operations Manager
Elliot Schwartz, CFP®
Registered Representative
Marion Sommer, CFP®
Financial Services Representative
Financial Planner
Linda Szabo
Financial Representative
Diane Van Arsdel
Marketing Assistant
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