The Management Team

John A. Combias, CFP®
Managing Member
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Thomas G. Holevas, CPA
Chief Operating Officer
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D. Francis Gilkes
Operations Manager
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The Operations & Trading Team

Nancy Sterzel
Registered Sales Assistant, Assistant to John Combias
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Christopher A. Glatz
Trader/Operations
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Cindy J. Marvin
Operations Administrator
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Kevin Cashman
Fixed Income Specialist
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Leigh Russo
Operations Administrator
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Brian Combias
Operations Administrator 
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Jennifer Marquardt
Operations Administrator 
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Our Advisors

John A. Combias, CFP®
Managing Member
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Robert S. Fowler
Financial Advisor
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Steven P. Ford, CLF®, LUTCF
Financial Advisor
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Gary Fox
Financial Advisor
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Don La FronzCFP®
Financial Advisor
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Nathaniel (Ned) E. Johnson
Financial Advisor
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Christopher Mackin, CFP®
Financial Advisor
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Michelle Mackin
Financial Advisor
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One Main Street Suite 202
Chatham, NJ 07928
Phone: 973-635-7374
Fax: 973-701-1780
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