Our People
Marc Caras
President, Sentinel Securities, Inc.
Vice President, Sentinel Pension Advisors, Inc.
Marc Caras joined Sentinel in 2009, and is currently the President of Sentinel Securities, Inc. and Vice President of Sentinel Pension Advisors, Inc. He oversees management for the firm’s broker-dealer; including operations, compliance, advisory products, advisor recruiting and business development.
Marc began his career in the financial services industry with Fidelity Investments in Boston, MA in 1995. During his time with Fidelity, he held management positions in the institutional retirement, investment advisory, technology and investment brokerage business areas. Prior to his departure from Fidelity, Marc was a Director within Fidelity’s Brokerage Company. In 2006, he joined LPL Financial in San Diego, CA. At LPL Financial, Marc held numerous Vice President positions and was responsible for Operations, Program Management and Wealth Management supporting investment advisors and registered representatives, until his departure in 2009.
Marc graduated with a Bachelor of Science Degree from Northeastern University, Boston, MA in 1994.
He is a FINRA Registered Securities Representative and General Securities Principal. Marc holds FINRA Series 6, 7, 24 and 63 securities licenses.
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Joshua Meltzer
Executive Vice President,
Sentinel Securities, Inc.
Joshua Meltzer has been in the benefits administration, compliance, and investment business since 1983 when he worked as a consultant to North American Life (now merged into Manulife Financial) to develop its popular Venture Variable Annuity. He has also worked with several large institutions including: Massachusetts Mutual Life as a Pension Specialist, Manager of an “Investment Centre” for Liberty Mutual, a Pension Specialist at Union Central Life, and a registered representative with Raymond James. Josh most recently served as the President of International Advisors, Inc., a full service benefits consulting company, before its merger with Sentinel Benefits & Financial Group in 1996.
Joshua has the following educational background and certifications:
- American College in Bryn Mawr, PA - Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC).
- American Society of Pension Actuaries - Qualified Pension Administrator (QPA), Certified Pension Consultant designation (CPC), Qualified Plan Financial Consultant (QPFC)
- General Securities Principal, Municipal Securities Principal, Financial and Operations Principal and Options Principal, with the FINRA
- Co-founder of MIA securities
- Commonwealth of Massachusetts and several other states - Licensed Insurance Broker (all lines)
- Commonwealth of Massachusetts - Licensed Real Estate Broker
- Syracuse University School of Management - BS in Management
- Newhouse School of Public Communications - BS in Communications
Joshua holds FINRA Series 4, 7, 24, 27, 53 and 63 securities licenses.
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John A. Carnevale, JD
Vice President, Sentinel Securities, Inc. President, Sentinel Pension Advisors, Inc.
John Carnevale is a Founder and President of Sentinel Benefits & Financial Group. As President, John oversees the management of four separate businesses and is primarily responsible for the company’s vision and business development. He is also the president of Sentinel Pension Advisors, Inc. During his 26 year career, he has negotiated and integrated five businesses to grow Sentinel and in January 2007, he negotiated the sale of Sentinel to Focus Financial Partners where he retains management control over the Sentinel enterprise and an ownership interest in both Focus Financial Partners and Sentinel Management Company, LLC.
John graduated cum laude with a B.A. from Bowdoin College, Brunswick, ME in 1985. He earned his Juris Doctor degree from Suffolk University Law School in 1991. He serves on several boards including his high school alma mater, St. John’s Preparatory School in Danvers, MA.
He is a FINRA Registered Securities Representative, General Securities Principal and Investment Advisor Representative. John holds FINRA Series 7, 24, 63 and 65 securities licenses. He is also a licensed Life & Health insurance agent.
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James M. Carnevale, JD
Vice President, Sentinel Securities, Inc.
James Carnevale is a Founder and Executive Vice President of Sentinel Benefits & Financial Group. He has over 25 years of employee benefits, insurance and investment experience, specializing in the various design, implementation, and administration of employee benefit plans. James specializes in employee benefit matters, business and personal insurance and risk management, and retirement plan investment reviews.
James has the following educational background and certifications:
- College of the Holy Cross, Worcester, MA – Bachelor of Arts – Economics
- Massachusetts School of Law, Andover, MA – Juris Doctor (JD) – Member of the Massachusetts Bar
- International Foundation of Employee Benefits, Brookfield, WI – Certified Employee Benefit Specialist - CEBS
- College for Financial Planning, Denver, CO - Certified Financial Planner (CFP) – Practitioner
- American College, Bryn Mawr, PA
- Chartered Life Underwriter, CLU
- Chartered Financial Consultant, ChFC
- Registered Health Underwriter, RHU
- Registered Employee Benefit Consultant, REBC
- Commonwealth of Massachusetts – Life, Accident, Health, Property and Casualty Insurance licenses
- Commonwealth of Massachusetts – Licensed Insurance Adviser
James holds FINRA Series 4, 6, 7, 24, 53 and 63 securities licenses.
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Robert M. DiMase
Vice President, Sentinel Securities, Inc.
Rob DiMase is the Executive Vice President of Sentinel Benefits & Financial Group and President of Sentinel Insurance Agency, Inc. As a 20 year industry veteran, Rob specializes in the design, implementation, communication and administration of all types of employee benefits plans.
Rob began his career as an account executive with Great West Life Assurance and Annuity Company where he was responsible for marketing fully insured and self-funded Health, Dental, Vision, Life and Disability insurance; Flexible Spending Account programs and 401(k) plans. He joined Sentinel Benefits as a sales representative in 1993. In 1998 he became a partner in the organization.
Rob holds a Bachelor of Science degree in Finance and a concentration in Marketing from Boston College. He is a Board member of the Massachusetts Association of Health Underwriters and an active member on Blue Cross Blue Shield of Massachusetts and Harvard Pilgrim broker advisory boards.
Rob holds FINRA Series 6, 63 and 65 securities licenses. He is also a licensed Life & Health insurance agent.
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David Scarpello
FINOP, Sentinel Securities, Inc.
David Scarpello is the Chief Operating Officer of Sentinel Benefits & Financial Group and has been with the company since 2003. He started his career as the company’s Chief Financial Officer and has served in his current role since 2006. As Chief Operating Officer, David is responsible for overseeing all aspects of Sentinel’s business operations including Retirement Services, Health & Welfare, Information Technology, Client Services, Finance and Human Resources. As a leading member of Sentinel’s senior management team, David is responsible for ensuring the successful execution of the company’s short and long-term strategic objectives.
Prior to joining Sentinel, David developed and ran the Treasury & Credit department for Private Healthcare Systems.
David received a Bachelor’s degree cum laude in Business Administration from the University of New Hampshire, and a Master’s Degree in Finance from Bentley College.
David holds a FINRA Series 27 (Financial & Operations Principal) securities license as well as the Certified Treasury Professional credential as a member of the Association of Financial Professionals.
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