Our Team

Marc 2021

MARC I. ROSENTHAL, CLTC®

PRINCIPAL & FOUNDER

Chris 2021

CHRISTOPHER ALDERSON, CLTC®, CFP®

FINANCIAL ADVISER

Josh 2021

JOSHUA T. MCCARTHY

FINANCIAL ADVISER

Scott Z 2021

SCOTT ZEPLOWITZ

FINANCIAL ADVISER

David J 2021

DAVID JOHNSTON

FINANCIAL SERVICES PROFESSIONAL

Jim E 2022

JIM EISEMAN

FINANCIAL ADVISOR

Michelle B 2021

MICHELLE BUCKNER

DIRECTOR OF OPERATIONS

ROI Office