Scott E. Tobe, CAP®
Scott E. Tobe, CAP®Principal & Chief Executive Officer
Learn More About Scott
Marc L. Tannenbaum, ChFC®, CLU®, AEP®, AIF®
Marc L. Tannenbaum, ChFC®, CLU®, AEP®, AIF®Principal & President
Learn More About Marc
Aaron A. Leaman, CFA®
Aaron A. Leaman, CFA®Principal, Chief Financial Officer & Chief Investment Officer
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Deborah F. Graver, CFP®, CLU®, AIF®
Deborah F. Graver, CFP®, CLU®, AIF®Principal & Chief Compliance Officer
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Michael H. Milarski, CFP®
Michael H. Milarski, CFP®Partner & Senior Advisor
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Serina R. Green, MS
Serina R. Green, MSPrincipal & Chief Operating Officer
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Seth C. Dresbold, Esq., MBA, CFP®
Seth C. Dresbold, Esq., MBA, CFP®Principal & Chief Counsel
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Lindsay S. Mirarchi
Lindsay S. MirarchiLead Client Services Specialist
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Alexis Juzwick
Alexis JuzwickFinancial Planning Specialist
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Krystal Munizza
Krystal Munizza Marketing Specialist
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Robin E. Schmeider
Robin E. SchmeiderClient Services Specialist
Learn More About Robin

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