• James W. Monteverde, ChFC, CLU, RFC, AEP

    President and Chief Executive Officer

  • Craig A. Shensa

    Managing Director and Securities Principal

  • Daniel J. Martin, RFC

    Partner and Chief Insurance Officer

  • Jason C. Haswell

    Managing Director - Wheeling Branch

  • Wendy W. Astorino

    Senior Vice President - Retirement Plan Services

  • Ryan P. Duchak

    Senior Vice President Financial Planning

  • Richard Snebold

    Founder - Snebold Family Business Partners, LLC

  • Adri Bleier

    Vice President Financial Planning

  • Jamie L. Drosieko

    Administrative Assistant

  • Corey Walter

    Vice President

  • Terry L. Wargo

    Manager, Business Operations

  • Joselyn Sexton

    Sr. Coordinator New Business

  • Betsy Karras

    Client Relations Manager

  • Teresa Kovalski

    Client Relations Manager