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Chris Battersby, CFP®,
CLU®, ChFC®, CAP®, MSFS, RICP®
Co-Founder and Partner
Michael Broderick, CFP®,
CLU®, ChFC®, CAP®, RICP®
Co-Founder and Partner
Jason C. Vanderstreet
Partner
Duke Martin, CLU®, CFP®
Financial Advisor
Chris Eppich, CLTC®
Financial Advisor
Joanna Antonopoulos, CLU®,
CFP®
Financial Advisor
Patrick Battersby
Financial Advisor
Rory McNabb
Financial Advisor
Nathan McKearney
New Client Onboarding Specialist
Gina Paone Cueva
Customer Relations Specialist
Michael Stathopoulos
New Business Representative
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