LEADERSHIP

Rocco J. Scarsella

President & Founder

Antonio R. Scarsella

Director of Business Development

Nicholas U. Scarsella

Director of Operations


ADVISORS

Justin M. Mulholland

Financial Advisor

William J. Dolunt

Financial Advisor

Jonathan D. LaCroix

Financial Advisor

Alex S. Potter

Financial Advisor

Michele M. Nehls

Financial Advisor

Jim B. Williams

Financial Advisor

Cheryl A. McGown

Financial Advisor

Alex M. Weber

Financial Advisor

R. Kevin Janeway

Financial Advisor

Todd A. Arner

Financial Advisor

Brian S. Duda

Financial Advisor

Mike S. McCauley

Financial Advisor

Jeff C. Brindley

Financial Advisor

Daniel E. Engelhardt

Investment Advisory Representative

Nathan J. Breidinger

Financial Advisor

Beth J. Brooks

Associate Financial Advisor

Yongyi Fan

Financial Advisor

David E. Lenda

Financial Advisor

Tom E. Kraut

Financial Advisor

Mitchell D. Arner

Financial Advisor


ADMINISTRATION & SUPPORT

Kathy V. Scarsella

Controller & Office Manager

Suzanne L. Allor

Client Services Associate

Karyn M. Milewski

Client Services Associate

Lauryn A. Ward

Executive Assistant

Jim K. Nygord

Paraplanner

Kelli A. Assid

Client Relationship Associate

Amber E. Silvani

Scheduler

Morgan M. Edwards

Financial Paraplanner Professional

April M. Floyd

Hospital & University Event Specialist

Jill M. Engelhardt

Office Manager - Bay City Branch

Tricia Headshot (2).jpg

Tricia A. Arner

Client Relationship Associate