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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Northeast: New England

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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, Marlboro

Adelaide Magee, CFP®

Wealth Advisor I

Boston – West

Audrey Keohane, CFP®, NSSA®

Wealth Advisor I

Boston – West

Bennet Thonakkara, CPA, CFA^®

Sr. Wealth Advisor

Nashua, Woodbridge, Old Lyme, West Hartford, Westport, Peabody

Elisabeth Zimmerman, CFP®, CASL®, CRPC®

Sr. Wealth Advisor II, Director

Boston – West

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Woodbridge, Old Lyme, Westport, West Hartford, Peabody

Gregg Padilla, CFP®

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Jill Fopiano, CFA, CFP®

Sr. Wealth Advisor II, Sr. Director

Boston – West

Jonathan Smith, CIMA®

Sr. Portfolio Consultant I

Boston – West

Lauren Higgins, CFP®, CIMA®

Sr. Wealth Advisor I

Boston – West

Leah McCormack, CFP®, RICP®

Wealth Advisor I

Boston – West

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Omaha, Peabody, Nashua

Matthew Nelsen, CFP®

Wealth Advisor

Woodbridge

Nadia Dubowyj, CFP®, CFA, MST, MBA

Wealth Advisor

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Qing Yang, CFA

Sr Portfolio Manager

Boston – West

Richard Davies, CFP®

Director, Operations

Boston – West

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Roain Saunders, CFP®

Wealth Advisor

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

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Insights

Understanding Changes to the Premium Tax Credit

October 22, 2025

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October 17, 2025

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HSAs as an Investment Tool: What To Consider During Open Enrollment

October 16, 2025

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