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: Morristown Location: Radnor

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Abby Salameh

Managing Partner

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Fairport, Hockessin, Radnor, West Hartford, Hingham

Jason O’Meara, CFP®

Partner

Morristown, Radnor

Christopher Blakely, CFP®, CTFA

Wealth Advisor

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

Dennis Jablonoski, AIF®, CRPS℠, CPFA®

Wealth Advisor

Cherry Hill, Radnor

Evan Salter, CFP®

Wealth Advisor

Geoffrey Franklin

Geoffrey Franklin, CFP®

Sr. Wealth Advisor

Howard A. Kades

Howard A. Kades, MBA

Sr. Wealth Advisor

John P. Middleton image

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Sr. Wealth Advisor

Morristown, Marlboro

John Paul Bradley, CFP®, CPWA®

Wealth Advisor

Lorraine Eugenio image

Lorraine Eugenio, CFP®, CDFA®

Wealth Advisor

Morristown, Marlboro

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Marlboro, Morristown

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Steven Crevar, CFP^®

Wealth Advisor

Marlboro, Morristown

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Tim Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Andrew Glick

Client Service Specialist

Brad Cwienk

Client Service Specialist

Bryan Montoya

Relationship Manager

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Mercer Advisors Team

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