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: Upstate New York

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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

Jamie Block

Jamie Block, CFP^®, CPA/PFS, MBA, CDFA^®, AEP®

Partner

Bernie Salamone, CPA, CFP®, JD

Sr. Wealth Advisor

Christopher Miller

Wealth Advisor

Kaila Kelleher, CFP®

Wealth Advisor

Kevin Brady, CFA, CFP®

Sr. Wealth Advisor

Lynn Magnus, CFP®

Sr. Wealth Advisor

Nick Jensen, CPA, CFP®

Wealth Advisor

Dylan Gross

Client Service Specialist

Galen Crane

Relationship Manager

Janice Donovan

Sr. Client Service Specialist

Kris Prince

Kris Prince

Manager, Client Service

Mikayla Ploof

Client Service Specialist

Patrick Bacon

Patrick Bacon

Client Service Specialist

Tyler Frank

Client Service Specialist

Austin Minor

Austin Minor

Regional Vice President

Boston – West, Fairport, Nashua, Old Lyme, Peabody, West Hartford, Westport, Woodbridge, Hingham

Edward Dunphy

Edward Dunphy

Regional Vice President

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

James Werner

James Werner

Sr. Manager, Client Development Associate

Fairport, New York

Brandon Capicotto

Brandon Capicotto

Wealth Strategist

Mary Jean Short

Mary Jean Short

Tax Manager

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