Team

Kevin R Lonergan

LPL Financial Planner, Owner, LPL Registered Principal

Tony Bellucci

Financial Representative

Caryn Augst CFP®, CLU®, ChFC®

LPL Investment Advisor Representative

Rick Holland

LPL Financial Planner

Steven L. Myerson ChFC®, CLU®

Investment Executive

Kathryn Holland CFP®, CDFA®, RICP®

LPL Financial Planner

Matthew Dennis CPA, AIF®

Financial Advisor

Robert Tracy CFP®

LPL Financial Planner

Roisin D'Angelo

Administrative Assistant

Stefan D’Angelo CFP®

LPL Financial Planner

Toni Chavez

Administrative Managers

David Wong

Administrative Managers