• David Noel Morales

    Financial Services Executive, Investment Advisor Representative

  • Michael Anthony Morales

    Financial Planner, Investment Advisor Representative

  • Sarah Cruz

    Marketing Support Specialist

  • Kenny Oliveira

  • Herbert K. Daroff, J.D*, CFP®, AEP®

    Estate & Business Planning Focus

  • Abigale Magruder

    Co-Director of Financial Planning

  • Alan Roycroft

    Agency Director - Investments

  • Jennifer Shea, J.D*.

    Agency Director – Financial Planning and Advanced Markets