Our Team Matthew J. Armstrong Senior Fixed Income Strategist Edward J. Barnes Financial Advisor & Director of Retirement Plans Bonnie Bell, PHR, SHRM-CP Director of Brand Management Maisha K. Bell Senior Client Service Administrator Greg Billings, CFA Director of Systems Integration Laura W. Brewer Principal, Financial Advisor Christopher F. Brown Chief Compliance Officer Gina C. Brown Client Service Administrator Nicholas G. Bucci, CFP® Financial Advisor Tom Cabulis Trading Specialist Shelley D’Imperio Client Service Administrator Greg Day Controller Lisa A. Driscoll Retirement Plan Service Coordinator Jeffrey D. Dunne Director of Business Transition Planning Robert Flood, CLU®, ChFC® Director of Risk Services Brian Gallagher, CFP® Financial Advisor Michael J. Geraghty, CFA, CFP® Financial Advisor Associate Julie Gouveia Marketing Manager Clifford P. Haugen, CFA Principal, President & Financial Advisor Alan F. Hinkle Grants Advisor Cory Jackmuff, CIPM®, ChFC® Operations Manager W. Dean Karrash, CFP®, CPA Principal, Chief Financial Officer & Financial Advisor John T. Lawton Principal, Chief Executive Officer & Financial Advisor Jeremy L. Leeds, CFP® Financial Planner Ada E. Lubanski, CFP®, RSSA® Senior Financial Planner Brianna B March Financial Advisor & Director of Retirement Plans, CRPS®, CPFA® (Certified Plan Fiduciary Advisor) Robb J. Parlanti, CFA Principal, Financial Advisor Daniel C. Shaifer Paraplanner Nicole G. Tell, CAP® Executive Director, BLBB Charitable Michelle Tully Senior Client Service Administrator
