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: Radnor

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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 Paul Bradley, CFP®, CPWA®

Wealth Advisor

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Tim Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Brad Cwienk

Client Service Specialist

Lauren Schellhammer

Manager, Client Service

Rasheed Jarmon

Client Service Specialist

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

John Walker

Regional Vice President

Cherry Hill, Radnor, Pittsburgh

Kevin Dillon, CFP®, CRPC®

Sr. Vice President

Allentown, Cherry Hill, Hockessin, Morristown, Radnor

Sharon Dahis

Financial Planner

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