Brian Picariello, CPA/PFS, CFA®
Managing Partner
Barry Cohen, CPA, CFP®, CIMA®, CPWA®
Sr. Wealth Advisor
Paul Oliva
Managing Partner
Edward Dunphy
Regional Vice President
Kelly Gaur
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Regional Vice President
Marcus Christopher Williams, CFP®
Regional Vice President
Jesse Mignone
Manager, Client Service

