Michael Antonelli
PWM Market Strategist, Managing Director
Erica Kroll, CLU®,CLTC®
Insured Solutions Consultant
Scott Grenier, CFP®, AEP®
Manager of Estate Planning, Senior Vice President
Craig Elder
Senior Fixed Income Research Analyst
Laura Ames, J.D.
Senior Estate Planner
Kelsey Clair, CPA
Tax Strategist