Advisors & Leadership
Timothy M. O’Shea, CLU®, ChFC®, CRPC®Divisional Vice President
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Lawrence C. Barrett, CLU®, ChFC®, AEP®Private Wealth Advisor |
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Jeremy D. DiTullio, CFP®, AWMA®, CRPC®Financial Planner |
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P. Matthew Glovna, CFP®Financial Planner |
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Jeffrey J. Kosek, CFP® |
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Joseph S. Kosek, CFP®Financial Planner |
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Philip G. Moshier*, CFP®, CRPC®Private Wealth Advisor |
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Daniel W. Phillips, LUTCF, CLU®, ChFC® CFP®Financial Planner |
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Kevin J. Plank, CFP®Private Wealth Advisor |
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James R. Schaffer Jr., AIF®, CRPC®Financial Planner |
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Matthew K. Whitson, ChFC®Financial Planner
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