Our advisors

Robert A Bonfiglio

Robert A Bonfiglio

CFP®, MBA

Private Wealth Advisor

Chief Executive Officer of Rise Private Wealth Management
Learn more about Robert A Bonfiglio Visit Robert A Bonfiglio's website
Brent Kiley

Brent Kiley

CFP®, ChFC®, CRPC®

Private Wealth Advisor

Chief Financial Officer of Rise Private Wealth Management
Learn more about Brent Kiley Visit Brent Kiley's website
Christopher Kinnane

Christopher Kinnane

CRPC®

Private Wealth Advisor

Managing Partner
Learn more about Christopher Kinnane Visit Christopher Kinnane's website
Justin Hall

Justin Hall

CFP®, CRPC®, CRPS®, APMA®

Financial Advisor

Managing Partner
Learn more about Justin Hall Visit Justin Hall's website
Ryan McCabe

Ryan McCabe

CFP®, APMA®

Financial Advisor

Managing Partner
Learn more about Ryan McCabe Visit Ryan McCabe's website
Denise O'Connor-Munsey

Denise O'Connor-Munsey

CFP®, APMA®

Private Wealth Advisor

Learn more about Denise O'Connor-Munsey Visit Denise O'Connor-Munsey's website
Troy Aarthun

Troy Aarthun

AAMS®, CRPC®

Financial Advisor

Learn more about Troy Aarthun Visit Troy Aarthun's website
Steven Bissonnette

Steven Bissonnette

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steven Bissonnette Visit Steven Bissonnette's website
Gene Bodden

Gene Bodden

CRC®, APMA®, CRPC®

Financial Advisor

Vice President
Learn more about Gene Bodden Visit Gene Bodden's website
Nancy Burt

Nancy Burt

APMA®

Financial Advisor

Learn more about Nancy Burt Visit Nancy Burt's website
Shanna Chasse

Shanna Chasse

CRPC®, APMA®

Financial Advisor

Learn more about Shanna Chasse Visit Shanna Chasse's website
Katie Geery

Katie Geery

MBA, APMA®, CRPC®

Financial Advisor

Learn more about Katie Geery Visit Katie Geery's website
Steven Gonyaw

Steven Gonyaw

CFP®, APMA®, CRPS®, CRPC®

Financial Advisor

Learn more about Steven Gonyaw Visit Steven Gonyaw's website
Craig Guinta

Craig Guinta

CFP®, CMFC®, APMA®, AWMA®

Financial Advisor

Learn more about Craig Guinta Visit Craig Guinta's website
Sharon J Hickey

Sharon J Hickey

ChFC®, CASL®

Associate Financial Advisor

Chartered Advisor for Senior Living®
Learn more about Sharon J Hickey Visit Sharon J Hickey's website
Sonia Hicks

Sonia Hicks

APMA®, CRPC®

Financial Advisor

Learn more about Sonia Hicks Visit Sonia Hicks's website
Craig Holman

Craig Holman

CFP®, APMA®

Financial Advisor

Learn more about Craig Holman Visit Craig Holman's website
Michael Humphries

Michael Humphries

MBA, CRPC®, CLTC®

Financial Advisor

Associate Vice President
Learn more about Michael Humphries Visit Michael Humphries's website
Kendra Kearney

Kendra Kearney

APMA®

Financial Advisor

Learn more about Kendra Kearney Visit Kendra Kearney's website
Kevin Kimball

Kevin Kimball

Financial Advisor

Learn more about Kevin Kimball Visit Kevin Kimball's website
James Livolsi

James Livolsi

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Livolsi Visit James Livolsi's website
Adam Mulia

Adam Mulia

Financial Advisor

Learn more about Adam Mulia Visit Adam Mulia's website
Jennie Parisi

Jennie Parisi

APMA®, CRPC®

Financial Advisor

Learn more about Jennie Parisi Visit Jennie Parisi's website
Dustin Roeder

Dustin Roeder

APMA®

Financial Advisor

Learn more about Dustin Roeder Visit Dustin Roeder's website
Karen O'Rourke

Karen O'Rourke

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Karen O'Rourke Visit Karen O'Rourke's website
Charlene D Thibeault

Charlene D Thibeault

CLTC®, APMA®

Financial Advisor

Learn more about Charlene D Thibeault Visit Charlene D Thibeault's website

Jay Riley

Financial Advisor

Learn more about Jay Riley Visit Jay Riley's website

Our team

Nicole Spaulding

Nicole Spaulding

Operations Director

Nick Trombetta

Nick Trombetta

Investment Manager

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Hannah Pierce

Hannah Pierce

Operations Specialist

Lori Jowers

Lori Jowers

Operations Manager

Brittany Abbott

Brittany Abbott

Client Service Specialist

Brendan Beaulieu

Brendan Beaulieu

Client Service Specialist

Emma Biedrzycki

Emma Biedrzycki

Marketing Manager

Ernest Druan

Ernest Druan

Client Service Specialist

Gabriella Gineo

Gabriella Gineo

Client Service Specialist

Cynthia Goldsmith

Cynthia Goldsmith

Client Service Specialist

Stella Macua

Client Service Specialist

Wanda Madden

Wanda Madden

Client Service Specialist

Katelin McSherry

Katelin McSherry

Client Service Specialist

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Specialist

Michelle Provencher

Michelle Provencher

Client Service Specialist

Elizabeth Therrien

Elizabeth Therrien

Client Service Specialist

James Trotter

James Trotter

Client Service Specialist

Andre Lubaya

Intern