Associates

Advisors

• Glenn E. Stephenson, CFP®

  Managing Director

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• James J. Varaklis, Managing Director

  Chief Compliance Officer

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• Philip Rongo, ChFC® CLU®

  Managing Director

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• Denise P. Anderson, MBA

  Wealth Manager

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Staff

• Jed Glick, CFA

  Senior Vice President

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• Melissa DiDia

  LPL Registered Client Relationship Manager

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• Melinda Gaertner

  LPL Registered Client Relationship Manager

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• Elise Sorge

  Client Relationship Manager

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• Susan Auriemma

  Executive Assistant

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