Our Team

Meet the PAG team. Our team members are deeply principled, devoted to serving others, and committed to helping independent advisors, investors, and RIA firms thrive and grow.

Guy Adami

Director, Advisor Advocacy

Petra Barone

Chief Financial Officer

Ira Berkowitz

Financial Advisor

Tim Byrne

Transition Specialist

Thomas Campana

Financial Advisor

Nick Carrion

Client Services Associate

Kyle Colwell

LPL Registered Principal, Financial Advisor

Paul Colwell

Financial Advisor

Philip Coniglio

Chief Information Officer and Chief Information Security Officer

Tom Corcimiglia

Senior Wealth Manager

Lou D’Angelo

Operations Project Manager

Sean Dempsey

Client Services Associate

Will Davis, CFP

Financial Advisor

Michael P. Desaulnier

Financial Advisor

Robert J. Ditrani Jr.

Financial Advisor

Julie Galbraith

Compliance Liaison

Warren Gallagher

Financial Advisor

William Hart

Financial Advisor

Karen Hayes

Relationship Manager – Recruiting

Jim Hooks

Managing Director, Chief Compliance Officer

John Hyland, CFP

Co-Founder, Managing Director

Austin MacGregor

Client Service Associate

Fill Macias

Billing Associate

Verne Marble, CIMA®

Director of Business Development

Klaudia Maslo

LPL Registered Principal, Compliance Specialist

Jason McCarthy

Compliance Director

Robert “R.J.” Moore

Chief Executive Officer

John J. Murphy

Financial Advisor

Jim Perhacs

Managing Director

Danielle Petrullo

Marketing Associate

Donald Pfarr

Financial Advisor

Cari Smith

Compliance Director

Frank Smith

Head of Advisor Growth

Jeremy L. Stanley

Financial Advisor

Annie Sullivan

LPL Registered Principal, Compliance Specialist

Fallon Sullivan

Marketing Associate

James Sullivan

Managing Director

Kevin Sullivan

Director of Advisor Growth and Engagement

Patrick J. Sullivan

Co-Founder, Managing Director

Sean Sullivan

RIA Registration, Legal Counsel

Katherine Switzer

Compliance Liaison

Mimi Tahan

Accounting and Commissions

Anna Tucci

Billing Supervisor

Michael Verratti

LPL Registered Principal, Compliance Specialist

Bob Vogt

Compliance Specialist

Dick Wagner

LPL Registered Principal, Compliance Specialist

Melissa Woods

Marketing Associate

Denise Zanga

Client Services Associate

Interested in joining our team?

Learn more