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Chris Battersby, CFP®, CLU®, ChFC®, CAP®, MSFS, RICP®
Co-Founder and Partner
Michael Broderick, CFP®, CLU®, ChFC®, CAP®, RICP®
Co-Founder and Partner
Jason C. Vanderstreet
Partner
Duke Martin, CLU®, CFP®
Financial Advisor
Chris Eppich, CLTC®
Financial Advisor
Joanna Antonopoulos, CLU®, CFP®
Financial Advisor
Patrick Battersby
Financial Advisor
Rory McNabb
Financial Advisor
Nathan McKearney
New Client Onboarding Specialist
Gina Paone Cueva
Customer Relations Specialist
Michael Stathopoulos
New Business Representative
Brandy Pereira
Licenses Service Assistant
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