Brian Picariello, CPA/PFS, CFA®
Managing Director
Bennet Thonakkara, CPA, CFA®
Sr. Wealth Advisor
Eric Anderson, CFP®
Sr. Wealth Advisor
Gregg Padilla, CFP®
Sr. Wealth Advisor
Nadia Dubowyj, CFP®, CFA, MST, MBA
Wealth Advisor
Richard W. Stout III, CFP®, AIF®, MPAS™, MBA
Sr. Wealth Advisor
Roain Saunders, CFP®
Wealth Advisor
Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®
Sr. Wealth Advisor
Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA
Sr. Wealth Advisor
Austin Minor
Regional Vice President
Bob Kinnie
Regional Vice President
Edward Dunphy
Regional Vice President
Aileen Deutermann
Operations Manager
Charlene Maruska
Sr. Manager, Client Service
Claudia Paluch
Client Service Specialist
Monica Delsanto
Sr. Client Service Specialist
Pamela Greene
Sr. Client Service Specialist

