Scarafoni Financial

Perri C. Petricca, CEO Petricca Industries

Administrator — Wed, 18 May 2011 16:38:02 +0000

“Despite significant market challenges, Scarafoni has helped us achieve a positive cost/value balance while providing immensely valuable, day-to-day HR implementations.”

Patrick Sheehan, CEO/Owner, Sheehan Health Group, LLC

Administrator — Wed, 18 May 2011 16:36:41 +0000

“On a weekly basis, Scarafoni educates our staff across the state on the nuances of our package to help us reduce claims, manage issues and beat the normal trend of inflated expenses.”

Yvonne Robert, Practice Administrator, Berkshire Orthopaedic Associates, Inc.

Administrator — Wed, 18 May 2011 16:36:21 +0000

“Over the last decade, Scarafoni has saved us hundreds of thousands of dollars while guiding our staff through the complications of coverage on an individual basis.”

Barton Raser, CEO/Owner, Carr Hardware & Supply Companies

Administrator — Wed, 18 May 2011 16:35:55 +0000

“Through exhaustive audits, Scarafoni is helping us make informed, educated decisions towards a long-term, savings-focused strategy of managed benefits.”

David Pedrotti, President/Owner, Modern Mold & Tool

Administrator — Wed, 18 May 2011 16:35:17 +0000

“During this time of rapid expansions and contractions, Scarafoni has provided us with retirement planning continuity as well as onsite, day-to-day HR assistance.”

C. Jeffrey Cook, Partner, Cohen, Kinne, Valicenti & Cook PC

Administrator — Wed, 18 May 2011 16:34:50 +0000

“In addition to assisting us with implementing our employee benefits, Scarafoni continues to be an expert resource on disability and medical insurance issues.”

Matthew Scarafoni* • President

Administrator — Wed, 18 May 2011 13:54:39 +0000

Matthew Scarafoni is the President and Founder of Scarafoni Financial Group, a firm he established in 1993 with the philosophy that the best way to serve clients is to present tailor-made financial and insurance solutions and offer premier customer service to meet their unique, ever-changing needs. He leads the company’s growth, innovation and sales initiatives as well as community outreach.

Matt is a licensed securities broker and has earned the Certified Family Business Specialist (CFBS) designation from American College in Bryn Mawr, PA. This prestigious certificate prepares financial professionals to help clients with the intricacies of family business succession planning, related estate tax considerations and how to deal with such issues as family-owned businesses and estate equalization.

Matt has also received special recognition from his peers for outstanding performance in the industry: William J. Clark Agent of the Year Award from Massachusetts Mutual Life Insurance Company, Agent of the Year from the General Agents and Managers Association of Western Massachusetts, Massachusetts Mutual Life Insurance Company Leaders Conference invitee and Statewide Lecturer, Consumer-Driven Health Care and Health Insurance Industry Trends.

A devoted supporter of both clients and Berkshire County, Matt has held or currently holds leadership roles with several community development and charitable organizations including Berkshire Medical Center Annual Appeal and Golf Tournament, Chair; Downtown Pittsfield, Inc., board; The Country Club of Pittsfield, board; Pittsfield Rotary Club, board; Pittsfield Rotary Foundation, board; Berkshire Center for Families and Children, board; The Legatus Catholic Business Leaders Organization, and the Berkshire County Chapter of the American Red Cross, board.

Matt is a graduate of Georgetown University. He and his wife have two sons.

* Matthew Scarafoni is a registered representative of and offers securities through MML Investors Services, Inc., member SIPC, 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413.539.2000.

Brian M. Tremblay • Executive Vice President

Administrator — Wed, 18 May 2011 13:52:47 +0000

Brian Tremblay is Scarafoni Financial Group’s Executive Vice President, and has over 20 years of corporate finance leadership experience with businesses ranging from small startup to multi-national General Electric. In his various roles, Brian has been responsible for the selection, implementation and administration of employee benefit plans, giving him the unique perspective of what it is like to rely on expert guidance from a knowledgeable financial services professional. With Scarafoni Financial he helps businesses, individuals and families by structuring solutions that optimally protect their financial interests. Based in Stamford, CT, he leads our company’s operations in the New York metro area.

Prior to his role at Scarafoni Financial Group, Brian was Senior Vice President and Chief Financial Officer of NBC News, from 2008 to 2011. Prior to that, Brian served as Senior Vice President and Treasurer of NBC Universal from 2006 to 2008. A 17-year veteran of General Electric, Brian held a variety of finance leadership positions within NBC Universal, GE Corporate Business Development, GE Energy and GE Aerospace. Additionally, he was a course instructor and mentor with GE’s Financial Management Program, the company’s premier training and development program.

Brian is a graduate of Dartmouth College and has completed executive management programs at Kellogg Graduate School of Management and The Wharton School of the University of Pennsylvania. He and his wife have one son.

Gary P. Scarafoni • Director of Client Development

Administrator — Wed, 18 May 2011 13:45:58 +0000

Gary brings a wealth of experience and relationships to our clients from his extensive commercial and community banking background, most recently as Regional President of Fleet Boston. His continuing commitment to community is reflected in his volunteerism in Berkshire County. He has held or currently holds roles with The Colonial Theatre Board, President; Downtown Pittsfield, Inc., board; the Berkshire Chamber of Commerce and the Boys & Girls Club of Pittsfield, board. Gary’s outstanding work with these local organizations has earned him several awards including the Edward O’Keefe Man of the Year from Downtown, Inc. of Pittsfield; the Kagan Award for Contributions to the Community from the Rotary Club; and the J. Edward Dery Person of the Year from the Chamber of Commerce. A graduate of Georgetown University, he also holds post-graduate degrees from the Williams College School of Banking and Stonier Graduate School of Banking.

Erik R. Ungewitter* • Account Executive

Administrator — Mon, 16 May 2011 14:45:10 +0000

Erik is a licensed insurance and securities broker. He specializes in group benefits and retirement planning. Erik is a Cum Laude graduate of the Massachusetts College of Liberal Arts with a Bachelor of Business Administration.

* Erik Ungewitter is a registered representative of and offers securities through MML Investors Services, Inc., member SIPC, 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413.539.2000.

FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 63 (NASAA Uniform State Law Exam USASLE) registrations