Michael J. Levin
President and CEO
Frank Zito Jr.
Executive Vice President
Rick Levin
Senior Vice President
Chris Cuccia
Managing Partner
Doug Gallagher
Vice President
Chris Lewis
Business Development Consultant
Ronald Gruninger III, CFP®, CIMA®, AIF®, RICP®
Director of Wealth Management
Katie Malaney
Business Manager & CFO
Emily Sharpe
Supervisory Officer
Ashley Sherman
Director of Advisor Operations
Andrew Pease
Director of Products
Megan Ballard
Director of Marketing