Our advisors

Joseph Grund

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Joseph Grund Visit Joseph Grund's website

Ben Silberman

CIMA®, CPWA®

Financial Advisor

Managing Director
Learn more about Ben Silberman Visit Ben Silberman's website

David Holland

CFP®, CFA®, JD

Branch Manager

Private Wealth Advisor
Learn more about David Holland Visit David Holland's website

Robert Mayer

CFP®, APMA

Associate Manager

Associate Vice President
Learn more about Robert Mayer Visit Robert Mayer's website

William Roughen

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about William Roughen Visit William Roughen's website


Our team

Lori Fraraccio

Lori Fraraccio

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
  • 215 Licensed: Life, Health & Variable Annuity
  • Associates of Arts Degree from PBSC

Roles & Responsibilities

  • Operations / Client Service
  • Trading / unsolicted trades
  • Marketing
View more
Debra Rowland

Debra Rowland

Client Service Associate

Mando Dibartolomeo

Mando Dibartolomeo

Registered Client Service Associate