James W. Monteverde, CLU, CHFC, AEP
President and Chief Executive Officer
Craig A. Shensa
Managing Director and LPL Registered Principal
Daniel J. Martin
Partner and Chief Insurance Officer
Wendy W. Astorino
Partner and President - Retirement Plan Services
Ryan P. Duchak, AIF®
Senior Vice President
Adri J. Bleier, CPFA®
Vice President
Jason C. Haswell
Managing Director – Wheeling Branch
Bill Lieberman
Insurance Specialist
Antonio Loffreda
Sr. Vice President Financial Consultant
Terry L. Wargo
Manager, Business Operations
Betsy Karras
Client Relations Manager
Teresa Kovalski
Client Relations Manager
Stephanie Brown
Administrative Assistant - Wheeling Office