
Barton W. Weisenfluh
CEO & Founder

Michael Ouellette
President

Neil Cataldi
Managing Director

Rita M. Newland
Principal

Pam Lessard
Principal

Hannah Andrews
Principal
Advisory Board &
Investment Committee

Joan Benoit Samuelson
Professional Athlete & Spokesperson

Dana Kerr
Associate Professor of Risk Management and Insurance – USM

Ann Marie Liotta
CPA, AEP®U.S. Wealth Strategist Cohn Financial Group

Christopher Ballou
Co-Founder Patriot Global Group; Retired First Grade NYPD Detective, Counter-Terrorism Div.

Bart Haag
CPA, Principal – Albin, Randall, and Bennett

Hugh O’Donnell
Founder – True Equity

Colleen Kelleher Sorrentino
CFA, Managing Director – Kelleher Financial Advisors

Sean M. Kelleher
President Kelleher Financial Advisors

Tom Burnett
Vice Chairman and Director of Research – Kelleher Financial Advisors

Arthur L. Goetchius
Chief Executive Officer – Kelleher Financial Advisors