Leigh Baldwin
President, Senior Portfolio Manager
Ashleigh Baldwin Thompson
Associate Compliance Director,
Registered Representative
Alan Baldwin, CFA
Managing Partner
William Dolly
Financial Advisor
Stefanie Dorozynski
Chief Compliance Officer
Daniel Duffy
Financial Advisor
Danielle Lawrence
Compliance Associate,
Financial Advisor
Melissa Babyak
Norwicke
Certified Divorce Financial Analyst (CDFA®)
John Shoemaker
Trader, Registered Representative
Charlie Sovik
Financial Advisor
Alicia Testani
Client Relations Coordinator
Mary Swan
Financial Advisor
Michael Woltman
Financial Advisor