DAVID J. SCRANTON

MSFS, CFA®, CFP®, ChFC, CLU

CEO

PATRICK FARRELL

PRESIDENT & CHIEF OPERATING OFFICER

RANA CHANDER

CHIEF TECHNOLOGY OFFICER

STEVE ARCHER

CHIEF GROWTH OFFICER

TERESA MARICONDA

DIRECTOR OF COACHING

ERIC LUTTON, CFA

Chief Investment Officer, Fixed Income

ERIC BEYRICH

CFA®, CFP®

Chief Investment Officer, Equities

SCOTT CLARKE

CHIEF EXPERIENCE OFFICER