Leigh Baldwin
President, Senior Portfolio Manager
Ashleigh Baldwin Thompson
Associate Compliance Director,
Registered Representative
Alan Baldwin, CFA
Financial Advisor
Chelsea Dodson
Chief Financial Officer
William Dolly
Financial Advisor
Stefanie Dorozynski
Chief Compliance Officer
Daniel Duffy
Financial Advisor
Danielle Lawrence
Associate, Compliance
Melissa Babyak
Nowicke
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