Broker Check

Managing Partners

Michael Salvatore

Michael Salvatore

Chief Executive Officer

Operations 

Laurie Wintonick

Laurie Wintonick

Executive Vice President, Operations & Client Services

Dom Petrosino

Dom Petrosino

Chief Financial Officer, Director of Strategic Alliances

Steve Herzberg

Steve Herzberg

Director of Compliance

Mark Schleifman

Mark Schleifman, CLU®

Director of Life Brokerage

Career & Business Development

James DeMatteo

James DeMatteo, CFP®

Managing Director

Christian  Dapolito

Christian Dapolito

Managing Director

Christopher  Volberg

Christopher Volberg

Managing Director

John Valentin

John Valentin

Managing Director

Joseph Limongelli

Joseph Limongelli

General Agent Emeritus, Life Brokerage Manager

Nicholas Limongelli

Nicholas Limongelli

Director of Insurance Brokerage

Nikki  Potts

Nikki Potts

Director of Marketing

James Minniti

James Minniti

Director of Training

Kelly  Picataggio

Kelly Picataggio

Director of New Advisor Experience

Peter  Maino

Peter Maino

Director of Team Sales

Kenneth  Rosenblatt

Kenneth Rosenblatt, CLU

Registered Representative

Client Services 

Pat Comforti

Pat Comforti

Director of Client Relations

Eve  Stancanelli

Eve Stancanelli

Office Manager NY

Cheryl Duberman

Cheryl Duberman

Internal Disability Services

Lai Chiang

Lai Chiang

Client Service Specialist

Margi Dotter

Margi Dotter

Client Service Specialist

Kathy Tosato

Kathy Tosato

Client Service Specialist

Annette Zindel

Finance Assistant