Our Retirement Team

As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!

Mat Powers

Mat Powers, CFA®, AIF®

Manager, Retirement Consulting Investment Services

Sophie Barrow

Sophie Barrow

Retirement Consulting Services Associate

Adam Khalek

Adam Khalek

Retirement Consulting Investment Associate

Chris Lydon

Chris Lydon

Retirement Consulting Investment Associate

Alex Lauretti

Alex Lauretti, CPF

Retirement Consulting Services Analyst

Patricia Garvey

Patricia Garvey

Product Manager

Dan Collins

Dan Collins, AIF®

Retirement Marketing Program Manager

 John Peters

John Peters, CFP®, AIF®, PPC™

Manager, Retirement Plan Marketing

Michael Geraci

Michael Geraci, MSF, AIF®, CRPC®, CRPS®, CIMA®

Senior Product Manager, Retirement Consulting Investment Services

Karen DiStasio

Karen DiStasio

Vice President, Retirement Consulting Services

Jeff Gillette

Jeff Gillette, CPFA

Retirement Consultant

Mike Triana

Mike Triana, CRPS®, CPFA

Retirement Consultant

Mike Clifford

Mike Clifford, CPFA

Retirement Consultant

Sheryll Yee

Sheryll Yee, CRPS®, CPFA

Retirement Consultant

 Steven Johnian

Steven Johnian, CPFA

Supervisor, Retirement Consulting Services

Allen Cohen

Allen Cohen, CPFA

Senior Retirement Consultant

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