Financial Professionals

Financial Professionals

Andrew Lieberman

Andrew Lieberman

Financial Professional

lieberman.andy@pmlmail.com

Anthony Mitchell

Anthony Mitchell

Financial Professional

amitchell@htk.com

Anthony Grzan

Financial Professional

agrzan@primaryfinancial.net

Azeez Namazi, MBA, CLU, ChFC, CASL

Azeez Namazi, MBA, CLU, ChFC, CASL

Financial Professional

Namazi.Azeez@pennmutual.com

Brian Gural

Brian Gural

Financial Professional

bgural@primaryfinancial.net

Carl DeMarco, MBA, ChFC

Carl DeMarco, MBA, ChFC

Financial Professional

cdemarco@htk.com

Carolina Torres

Carolina Torres

Financial Professional

ctorres@primaryfinancial.net

Celines Cisneros

Celines Cisneros

Financial Professional

ccisneros@primaryfinancial.net

Christian Becerra

Christian Becerra

Financial Professional

cbecerra@primaryfinancial.net

Christopher Nichols

Christopher Nichols

Financial Professional

cnichols@stonehillfinancial.net

Claire Kuhar, CPA

Financial Professional

clairekuharcpa@comcast.net

Craig (Hunter) Ballington

Financial Professional

cballington@htk.com

Daniel Kaplan

Daniel Kaplan

Financial Professional - President of Ark Wealth Solutions

DKaplan@ArkWS.com

Daniel Murphy

Financial Professional

dmurphy1@htk.com

David Umbria

David Umbria

Financial Professoinal

dumbria@primaryfinancial.net

David Iwabuchi

David Iwabuchi

Financial Professional

diwabuchi@primaryfinancial.net

Dennis Gunn, CFP®

Dennis Gunn, CFP®

Financial Professional

Jennie Tumminello

Jennie Tumminello

Financial Professional

jtumminello@primaryfinancial.net

Jerry Goldberg

Jerry Goldberg

Financial Professional

jgoldberg@goldbergfinancial-gfa.com

www.goldbergonline.com

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Jigisha (Gigi) Thakor

Jigisha (Gigi) Thakor

Financial Professional

jthakor@htk.com

Joe Spencer, CLU, ChFC

Joe Spencer, CLU, ChFC

Financial Professional

spencer.joe@pmlmail.com

http://www.spencerandspencer.org

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Louis Barberio, III

Louis Barberio, III

Financial Professional

LBarberio@BarberioAndRichFS.com

http://www.barberioandrichfs.com/team/louis-t-barberio-iii

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Mario Meola

Mario Meola

Financial Professional

Matthew McNelis

Matthew McNelis

Financial Professional

mmcnelis@primaryfinancial.net

Michael McClelland

Michael McClelland

Financial Professional

MMcClelland@BarberioAndRichFS.com

http://www.barberioandrichfs.com

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Nate Henein, CFP®

Nate Henein, CFP®

Financial Professional

NHenein@ArkWS.com

Parimal Patel, CFP®

Parimal Patel, CFP®

Financial Professional

Patel.Parimal@pennmutual.com

Richard Tattory

Richard Tattory

Financial Professional

rtattory@primaryfinancial.net

Richard Micliz

Richard Micliz

CERTIFIED FINANCIAL PLANNER™

rmicliz@htk.com

Ryan Petti

Ryan Petti

Financial Professional

rpetti@primaryfinancial.net

Ryan Lam

Ryan Lam

Financial Professional

rlam@keanefinancial.com

Samir Ali, LUTCF

Samir Ali, LUTCF

Financial Professional

Sali@primaryfinancial.net

Stephen Zhou

Financial Professional

szhou@fountainhead-advisors.com

Theodore R. Rich, CLU® RICP®

Theodore R. Rich, CLU® RICP®

Financial Professional

https://www.cefinancialgroup.org/

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Timothy Hyland, CFP®

Timothy Hyland, CFP®

Financial Professional

thyland@stonehillfinancial.net

www.stonehillfinancial.net

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Tremaine Bembry

Tremaine Bembry

Financial Professional

tbembry@primaryfinancial.net

Verna Cavalieri

Cavalieri Financial Group, LLC

Financial Professional

vcavalieri@htk.com

Yaakov Berman

Yaakov Berman

Financial Professional

yberman@primaryfinancial.net