Guy Adami Markets & Investments Advisor Raphiella Adamson Compliance Director Victor Alfieri Compliance Specialist Felicia Allen-Collazo Accounting and Advisor Compensation Associate Petra Barone Managing Director, Chief Financial Officer Ira Berkowitz Financial Advisor Timothy Byrne Transition Manager David Cariani Financial Advisor Nick Carrion Client Services Associate Michael Christie Salesforce Administrator and Developer Kyle Colwell LPL Registered Principal, Financial Advisor Paul Colwell Financial Advisor Philip Coniglio Chief Information Officer and Chief Information Security Officer Kathleen Conlin Manager of Human Resources Tom Corcimiglia Senior Wealth Manager Kelly Coulter Marketing Director Lou D’Angelo Business Strategy Manager Will Davis Financial Advisor Michael Desaulnier Financial Advisor Robert Ditrani Financial Advisor David Farley Transition Specialist Garrett Friedrich Marketing Manager Jim Galbraith Financial Advisor Julie Galbraith Manager of Advisor Experience Warren Gallagher Financial Advisor William Hart Financial Advisor Karen Hayes Business Development Manager Jim Hooks Managing Director, Chief Compliance Officer John Hyland Managing Director, Strategic Partner Relations Andrew Karlinski Managing Director West Region Pamela Luteran Manager of Accounting and Advisor Compensation Eric Lyons Portfolio Administrator Austin MacGregor Advisor Growth Associate Fill Macias Staff Accountant Verne Marble, CIMA® Director of Business Development Jennifer Marquardt Client Service Associate Klaudia Maslo Compliance Manager Jason McCarthy Compliance Director Robert “RJ” Moore Managing Director, Executive Chair Anne Mortera Director of Advisor Growth & Engagement Paul Mulholland Senior Financial Planner John Murphy Financial Advisor Jim Perhacs Managing Director, Chief Operating Officer Danielle Petrullo Senior Marketing Associate Donald Pfarr Financial Advisor Shelley Reeves Compliance Specialist Josh Reich Business Development Executive Jennifer Scheer Billing Specialist Cari Smith Compliance Director Frank Smith Managing Director, Chief Executive Officer Donald Stahl Director of Business Solutions Jeremy Stanley Financial Advisor Nancy Sterzel Operations Analyst Annie Sullivan Compliance Specialist James Sullivan Managing Director, Advisor Advocacy & Technology Kevin Sullivan Director of Advisor Growth & Development Patrick J. Sullivan Managing Director, Executive Chair Patrick R. Sullivan Chief of Staff Sean Sullivan RIA Registration, Legal Counsel Richard Summers Financial Advisor Katherine Switzer Compliance Liaison Anna Tucci Billing Supervisor Michael Verratti Compliance Specialist Bob Vogt Compliance Specialist Sonja Wall Compliance Specialist Melissa Woods Marketing Associate Cindy Wyatt Executive Assistant