J. Timothy Corle, CPC, CPFA, CFP® President, Owner Lauren C. Stuart Executive Vice President, Owner Lisa Boyce Marketing and Communications Specialist Brett Cole, AIF®, CFP®, RICP® Financial & Investment Specialist Anne Praino Benefits Account Manager Bernice Shimkonis Financial Services Associate Jaclyn Messina Benefits Specialist Margaret Collopy Benefit Account Assistant Wendy Voloshin Benefits Account Manager