Principals

​Mike Bisaro
​President and CEO
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Elizabeth Bisaro
​Controller
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​Strategic Growth Initiatives

​Robert Rickey, CFP®
​Chief Growth Officer
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​Financial Advisors

​Mike Bisaro, AIF®
​​CEO & President
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​Steve Mosshart, AIF®
​Chief Investment Strategist ​
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​Jason Fisher, AIF®
​Vice President​
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Beth Mosshart, AIF®
​​Chief Operating Officer
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​Michael Rice, AIF®
​District Director​
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Rob Rickey, CFP®
​​Chief Growth Officer
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​Investments & Research

​Steve Mosshart, AIF®
​Chief Investment Strategist
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Sonny Mehra
​Director of Research
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Dennis Raffin
​Research Analyst
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​Client Service, Operations, and Administration

Beth Mosshart, AIF®
​Chief Operating Officer
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​Doris Karras
​Chief Compliance Officer
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​Amy Pisano
​Office Manager
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​Cynthia McEvoy
​Client Specialist
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​Kyle Zammit
​District Director
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​Investment Strategy Team

Mike Bisaro
​CEO & President
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Steve Mosshart, AIF®
​Chief Investment Strategist
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​Sonny Mehra
​Director of Research
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Robert Rickey, CFP®
​Chief Growth Officer
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Institutional Research Partners

​Steven J. Turi
​Managing Partner and
​Chief Investment Officer
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Andrew J. Melnick, CFA
​Managing Partner and
​Chief Investment Strategist
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Chris Turi
​Partner and Portfolio Manager

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Additional Team Members

Vader & Chewie
Chief Fur Officers
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