Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Allentown

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Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Director

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge, Marlboro

Kelly Albert, CFP®

Wealth Advisor

Mike D. Baittinger, CFP®, ChFC®

Sr. Wealth Advisor

Paul C. Barbehenn, CFA®, CFP®

Sr. Wealth Advisor

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Hockessin, Manhasset, New York, Radnor, Allentown, Cherry Hill, Newark, Morristown

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Jen Montero, FPQP™

Sr. Client Service Specialist

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