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.

Search results for:

Northeast: New York City & Long Island

Clear All Filters

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Director

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

Barry Cohen

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

Bryan Bielawski

Bryan Bielawski, CPA, CFA

Sr. Wealth Advisor

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

Gerard Miles

Wealth Advisor

Jason O’Meara, CFP®

Sr. Wealth Advisor, Sr. Director

Morristown, New York, Radnor

Marissa Nece

Wealth Advisor

Mendim Gecaj

Mendim Gecaj, CFP®, CPWA®

Sr. Wealth Advisor

Paul Oliva

Sr. Wealth Advisor, Sr. Director

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Morristown, New York, Marlboro

Steven Crevar

Steven Crevar, CFP^®

Wealth Advisor

Morristown, New York, Marlboro

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Edward Dunphy

Edward Dunphy

Regional Vice President

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

Kelly Gaur

Kelly Gaur

Regional Vice President

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Hockessin, Manhasset, New York, Radnor, Allentown, Cherry Hill, Newark, Morristown

Kevin Meyersburg

Kevin Meyersburg

Regional Vice President

New York, Morristown

Marcus Williams

Marcus Christopher Williams, CFP®

Regional Vice President

James Werner

James Werner

Manager, Client Development Associate

Fairport, New York

Amanda Caster

Amanda Caster, CFP®, CDFA®

Financial Planner

Ready to get started?

Explore More

A mom and daughter buying holiday gifts.

Insights

Smart Holiday Gifting: OBBBA 2025 Tax Benefits Explained

November 4, 2025

Tax Planning

Estate and Gift Tax: Essential Considerations

November 3, 2025

Insights

Investing in Classic Cars: A Passion That Can Pay Off

October 30, 2025

Continue Browsing