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.

Let’s talk

Search results for:

Northeast: Greater Philadelphia

Clear All Filters

Brian Picariello, CPA/PFS, CFA®

Managing Partner

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

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

Cherry Hill, Radnor

Geoffrey Franklin, CFP®

Sr. Wealth Advisor

Radnor

Howard A. Kades, MBA

Sr. Wealth Advisor

Radnor

Jason O’Meara, CFP®

Partner

Morristown, New York, Radnor

Kelly Albert, CFP®

Wealth Advisor

Allentown

Mike D. Baittinger, CFP®, ChFC®

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

Steve Cordasco

Sr. Wealth Advisor

Naples – Downtown, 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

John Walker

Regional Vice President

Cherry Hill, Radnor

Ready to get started?

Let’s Talk

Explore More

Tax Planning

CD Ladder vs. Treasury Ladder: Choosing a Smart Cash Strategy

December 22, 2025

Tax Planning

Tax Planning for Creative Professionals: Simplifying Tax Complexities

December 18, 2025

Tax Planning

Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules

December 18, 2025

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7