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 Claudia Roemer Office Manager Collin Deysher Financial Advisor Dustin Willing Financial Advisor Jaclyn Messina Benefits Specialist Jordin Golden Employee Benefits Assistant Margaret Collopy Benefit Account Assistant Wendy Voloshin Benefits Account Manager