Leigh Baldwin

Leigh Baldwin

President, Senior Portfolio Manager

Ashleigh Baldwin

Ashleigh Baldwin Thompson

Associate Compliance Director,
Registered Representative

Alan Baldwin

Alan Baldwin, CFA

Financial Advisor

Chelsea Dodson

Chief Financial Officer

William Dolly

Financial Advisor

Stefanie Dorozynski

Chief Compliance Officer

Daniel Duffy

Daniel Duffy

Financial Advisor

Danielle Lawrence

Danielle Lawrence

Associate, Compliance

Melissa Babyak Norwicke, CDFA

Melissa Babyak
Norwicke

Certified Divorce Financial Analyst (CDFA®)

John Shoemaker

Trader, Registered Representative

Charlie Sovik

Charlie Sovik

Financial Advisor

Alicia Testani

Alicia Testani

Client Relations Coordinator

Mary Swan

Mary Swan

Financial Advisor

Michael Woltman

Michael Woltman

Financial Advisor