Our advisors

Carey Rosen

Carey Rosen

Financial Advisor

Vice President
Learn more about Carey Rosen
Ed Hickey

Ed Hickey

Financial Advisor

Managing Director
Learn more about Ed Hickey
John Levitz

John Levitz

Financial Advisor

Vice President
Learn more about John Levitz
George Fischer

George Fischer

Financial Advisor

Vice President
Learn more about George Fischer

Our team

Josie Edmonds, CRPC<sup>®</sup>

Josie Edmonds, CRPC®

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7, 63, 9 & 10
  • Life, Health & Variable Annuities

Roles & Responsibilities

  • Manage team's operations & administrative issues
View more
Maria C. Blanco

Maria C. Blanco

Client Service Associate