Brian Picariello, CPA/PFS, CFA®
Managing Partner
Christopher Blakely, CFP®, CTFA
Wealth Advisor
David Haman, CFP®
Sr. Wealth Advisor
Dennis Jablonoski, AIF®, CRPS℠, CPFA®
Wealth Advisor
Geoffrey Franklin, CFP®
Sr. Wealth Advisor
Howard A. Kades, MBA
Sr. Wealth Advisor
Jason O’Meara, CFP®
Partner
Ryan M. Flurer
Wealth Advisor
Timothy Joseph, CFP®, CPA
Sr. Wealth Advisor
Brad Cwienk
Client Service Specialist
Lauren Schellhammer
Manager, Client Service
Rasheed Jarmon
Client Service Specialist
Edward Dunphy
Regional Vice President
John Walker
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Sr. Vice President
Evan Salter
Financial Planner
John Paul Bradley, CFP®, CPWA®
Financial Planner

