Marc Sheridan, President and Founder

Don Tolep, Senior Vice President

Charles Robb, Vice President of Marketing

Paul Maizes, Vice President, Wealth Advisor

David Plotkin, Vice President, Wealth Advisor

Richard C. Welch, Jr., Vice President,
Wealth Advisor

ALLIANCE PARTNERS

Henry Whiffen, Chairman

Kelly Kidwell, President

B. Ray Anderson, Esq.

Scott Farnsworth, President