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Our People

Alexander Milley
Alexander Milley

Advisor Associate

Dylan Mills
Dylan Mills

Marketing & Growth Manager - Atlantic

Kevin Moloney
Kevin Moloney

Managing Director

Lynette Monegro
Lynette Monegro

Senior Client Service Associate

Ebony Montesino
Ebony Montesino

Senior Client Service Associate

Andrew Moore
Andrew Moore

Assistant Vice President, Advisor Technology

Nicholas Morisi
Nicholas Morisi

Human Resources Coordinator

Matthew Moser, CFP®
Matthew Moser, CFP®

Senior Advisor Associate

Marla Mulligan
Marla Mulligan

Office Manager

Marilyn Napoli, CFP®
Marilyn Napoli, CFP®

Senior Vice President

Thomas Nardone
Thomas Nardone

Client Service Associate

Hilary Neblett
Hilary Neblett

Director of Marketing & Growth – Northeast

Peyton Nimsakont
Peyton Nimsakont

Senior Associate, Mergers & Acquisitions

Katie O'Connor, CFP®
Katie O'Connor, CFP®

Advisor Associate