Advisors & Investment Management

Mark Cortazzo, CFP®, CIMA® Senior Partner

Andrew Despotakis, CFP® Financial Advisor

Maura Mallaney, CFP® Senior Financial Advisor

Christopher Moffett, CFA Portfolio Manager

Thomas Moyer, CFP® Senior Financial Advisor

Nick Spagnoletti Jr., CFP® Partner
Client Services

Joseph Della Vecchia Client Relations Coordinator

Christina Dreitlein Client Relations Manager

Tamaara Dunlap Client Relations Specialist

Allison Kass Senior Client Relations Coordinator

Mandie Myers Client Relations Manager

Jessica Williams Client Relations Manager
Operations

Debi Anderson Receptionist

Omar Bokhari Advisor Research Specialist

Maureen Falgiano Director of Annuity Services

Don Korpos Office & Facilities Manager

John Morace Operations & Data Support Specialist

Joel Morales Business Development Specialist

Joy Morgan Senior Executive Assistant

Kristie Rheuport Portfolio Administrator & Billing Specialist

Nick Schraft Advisor Support Associate

Lan Song, CFP® Paraplanner

Lindsay Van Schepen Marketing Communications Manager
Compliance

Heidi Heath, IACCP® Chief Compliance Officer