Meet Your CERTIFIED FINANCIAL PLANNERs™
Create confidence in your financial future
Jim Carnevale
Partner
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
Michael Dugal
Financial Planner
Brogan O'Connor
VP, Financial Planner, Private Client Group
Nicholas Ockenga
Financial Planner
Tim Payne
Senior Financial Planner
Ryan Petti
ParaPlanner
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