Advisors
Advisors
Daniel R. Moruzzi
President & Financial Advisor
David J. Mammina, CFP®, MBA, CRPC®
Partner & Financial Advisor Corporate Headquarters- Port Jefferson, Toms River, Woodbury
Jaclyn N. Harvey, CFP®, CRC®
VP of Financial Planning & Financial Advisor
James R. Havell, CPFA®
Financial Advisor
Jamison Gomsak CFP®
Associate Financial Planner for Scott Gomsak
Jonathan I. Shenkman, AIF®
President, Financial Advisor & Portfolio Manager
Joseph B. Hall
Financial Advisor
Kevin Hilbert
Financial Advisor
Kevin Filosa
Financial Advisor
Kyle A. Mendelsohn, CRC®
Senior Vice President & Financial Advisor
Luis Neely, RICP®
Financial Advisor
Patricia Cassella Smagin
Wealth Strategy Associate
Philip Giammarino
Director, Wealth Management
Robert Iannaccone
Financial Advisor and Paraplanner
Robert A. Lockery
Director of Retirement Plans
Russel J. Sands, CRC®
Senior Vice President & Financial Advisor
Scott Gomsak
Financial Planner
Scott Raab CFF, CRPC®
Financial Planner
Sean Russell
Director, Wealth Management
Shiraz Zaidi
Partner & Financial Advisor
Todd A. Hynes, CFP®
Director of Risk Management & Financial Advisor
Vance Brown
Managing Director
Vincent Napolitano
Financial Advisor