Mat Powers, CFA^®, AIF^®, AIFA^®
Director, Strategic Retirement Solutions

Thomas Crutchfield, CFP^®, AIF^®, PPC^™
Manager, Strategic Retirement Solutions

Dan Toomey, QKA^®, CPFA^®
Manager, Retirement Product

Michael Geraci, MSF, CRPC^®, CRPS^®, AIF^®, CIMA^®
Supervisor, Retirement Investment Solutions

Bob Burke
PlanAssist Program Manager

Mike Triana, CRPS^®, CPFA
Senior Retirement Solutions Consultant

Allen Cohen, CPFA
Senior Retirement Solutions Consultant

Jeff Gillette, CPFA
Retirement Solutions Consultant

Mike Clifford, CPFA
Retirement Solutions Consultant

Chris Lydon, AIF^®
Retirement Solutions Investment Analyst

Alex Lauretti, CPFA
Retirement Solutions Analyst

Adam Khalek
Retirement Solutions Investment Associate