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

Berta Aldrich

Managing Director, Chief Marketing Officer, Chief Human Resources Officer, Head of Corporate Strategy

Petra Barone

Director, Accounting and Advisor Compensation

Ira Berkowitz

Financial Advisor

Tim Byrne

Transition Specialist

Thomas Campana

Financial Advisor

Nick Carrion

Client Services Associate

Kyle Colwell

LPL Registered Principal

Paul Colwell

Financial Advisor

Tom Corcimiglia

Senior Wealth Manager

Sean Dempsey

Client Services Associate

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

Executive Vice President, Chief Compliance Officer

John Hyland, CFP

Co-Founder, Managing Director

Austin MacGregor

Client Service Associate

Klaudia Maslo

LPL Registered Principal, Compliance Specialist

Jason McCarthy

Compliance Director

John J. Murphy

Financial Advisor

Jim Perhacs

Managing Director

Danielle Petrullo

Marketing Associate

Donald Pfarr

Financial Advisor

Jeremy L. Stanley

Financial Advisor

Annie Sullivan

LPL Registered Principal, Compliance Specialist

Fallon Sullivan

Marketing Specialist

James Sullivan

Managing Director

Kevin Sullivan

Compliance Director, Chief Information Security Officer

Patrick J. Sullivan

Co-Founder, Managing Director

Sean Sullivan

RIA Registration, Legal Counsel

Mimi Tahan

Accounting and Commissions

Michael Verratti

LPL Registered Principal, Compliance Specialist

Bob Vogt

Compliance Specialist

Dick Wagner

LPL Registered Principal, Compliance Specialist

Denise Zanga

Client Services Associate

Interested in joining our team?

Learn more