Investment
| Name | Office | Phone |
| Christine Bradford | Norwalk, Conn. |  |
| William Cottle CFA | San Francisco, Calif. | |
| Bryan Decker | Norwalk, Conn. | |
| MaryAnn DiMaggio | Norwalk, Conn. | |
| Michael Fisher CIMA,CPA,JD | Kansas City, Kan. | |
| Steven Formanek CIMA | Norwalk, Conn. | |
| Robert Helliesen CFA | San Francisco, Calif. | |
| David Hyman CFA | Norwalk, Conn. | |
| Cynthia Jacobsen | Norwalk, Conn. | |
| Janet Kalwat | Norwalk, Conn. | |
| Jeffrey Marzinsky CPC,QPA,QKA,APA,CMFC,CBM,MCDBA,MCP,MOUS | Albany, N.Y. | |
| Sean Massey CIMA | Norwalk, Conn. | |
| Randy Mitchell CIMA | Dallas, Texas | |
| Paul Morgan CIMA | Norwalk, Conn. | |
| Alan Perry FSA,MAAA,CFA | Philadelphia, Pa. | |
| Ellen Petrino | Norwalk, Conn. | |
| Timothy Price CFA | San Francisco, Calif. | |
| Carolyn Roberts | San Francisco, Calif. | |
| Brian Roberts CIMA | Norwalk, Conn. | |
| Linda Schlissel | Norwalk, Conn. | |
| Rhoda Shapiro | Norwalk, Conn. | |
| Reid Smith | Norwalk, Conn. | |