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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Brian Picariello, CPA/PFS, CFA

Managing Director

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Hockessin

Christopher Blakely, CFP®, CTFA

Wealth Advisor

Radnor

Daniel M. McDermott, ChFC^®, CFP^®, AIF^®

Sr. Wealth Advisor

Hockessin

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

Dennis M. Jablonoski, AIF® CRPC®

Wealth Advisor, Retirement Plans

Cherry Hill, Radnor

Geoffrey Franklin, CFP®

Wealth Advisor

Radnor

Howard A. Kades, MBA

Sr. Wealth Advisor

Berwyn

Jason O’Meara, CFP®

Wealth Advisor, Sr. Director

Morristown, New York, Radnor

Kelly Albert, CFP®

Wealth Advisor

Allentown

Mike D. Baittinger

Sr. Wealth Advisor

Allentown

Paul Baumbach, CFP®, CFA™

Sr. Wealth Advisor

Newark

Paul C. Barbehenn, CFA®, CFP®

Sr. Wealth Advisor

Allentown

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Sean Heidig, CFP®

Wealth Advisor

Newark

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Berwyn

Steve Cordasco

Sr. Wealth Advisor, Director

Naples, Sarasota, Cherry Hill

Susan Lehnerd, CFP®

Wealth Advisor

Newark

Timothy Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Edward Dunphy

Regional Vice President

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

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Meet our Advisory Team

Search results for:

Brian Picariello, CPA/PFS, CFA

Bill Starnes, CFP®, MST

Christopher Blakely, CFP®, CTFA

Daniel M. McDermott, ChFC^®, CFP^®, AIF^®

David Haman, CFP^®

Dennis M. Jablonoski, AIF® CRPC®

Geoffrey Franklin, CFP®

Howard A. Kades, MBA

Jason O’Meara, CFP®

Kelly Albert, CFP®

Mike D. Baittinger

Paul Baumbach, CFP®, CFA™

Paul C. Barbehenn, CFA®, CFP®

Ryan M. Flurer

Sean Heidig, CFP®

Stephen Cheifetz, CFP®, CPA

Steve Cordasco

Susan Lehnerd, CFP®

Timothy Joseph, CFP®, CPA

Edward Dunphy

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