• David Noel Morales

    David Noel Morales

    Financial Services Executive, Investment Advisor Representative

  • Michael Anthony Morales

    Michael Anthony Morales

    Financial Planner, Investment Advisor Representative

  • Nina Decker

    Client Relationship Manager, Operations Manager

  • Kenny Oliveira

    Kenny Oliveira

    Senior Financial Associate

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

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

    Estate & Business Planning Focus

  • Alan  Roycroft

    Alan Roycroft

    Agency Director - Investments

  • Jennifer  Shea, J.D*.

    Jennifer Shea, J.D*.

    Agency Director – Financial Planning and Advanced Markets

  • Abigale Shields

    Abigale Shields

    Co-Director of Financial Planning