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

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Cherry Hill, Fairport, Hockessin, Marlboro, Morristown, Radnor, West Hartford, Woodbridge, Hingham

Bennet Thonakkara, CFA®, CPA

Partner

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

Emma Bean, CFP®

Principal

Kennebunk, Portsmouth

Gregg Padilla Photo

Gregg Padilla, CFP®

Partner

Old Lyme, West Hartford, Westport

Jill Fopiano

Jill Fopiano, CFA, CFP®

Partner, Sr. Wealth Advisor

Boston – West, Hingham

Elisabeth Zimmerman

Lis Zimmerman, CFP®, CRPC®

Partner, Market Leader

Boston – West

Adelaide Magee

Addy Magee, CFP®

Wealth Advisor

Boston – West

Alicia Chiamulera, CFP®

Wealth Advisor

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West, Hingham

Eric Anderson, CFP^®

Sr. Wealth Advisor

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

James Bossieux, CFP®, CIMA

Wealth Advisor

Jeffrey Troiano, CRPC®

Sr. Wealth Advisor

Jessica Kreger, CFP®

Wealth Advisor

John Wilson, CFP®

Wealth Advisor

Kennebunk, Portsmouth

Karen Zaramba, CFP®

Sr. Wealth Advisor

Katy Carr

Associate Wealth Advisor

Lauren Higgins

Lauren Higgins, CFP®, CIMA®

Sr. Wealth Advisor

Boston – West, Hingham

Leah McCormack, CFP®, RICP®

Wealth Advisor

Boston – West

Lena Wyand, CFP®

Sr. Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

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