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 Director

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

Jamie Block

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

Sr. Wealth Advisor, Sr. Director

Bernie Salamone, CPA, CFP®, JD

Sr. Wealth Advisor

Nick Jensen, CPA, CFP®

Wealth Advisor

Austin Minor

Austin Minor

Regional Vice President

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

Edward Dunphy

Edward Dunphy

Regional Vice President

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

James Werner

James Werner

Manager, Client Development Associate

Fairport, New York

Brandon Capicotto

Brandon Capicotto

Financial Planner

Mary Jean Short

Mary Jean Short

Tax Manager

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

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

Dylan Gross

Client Service Specialist

Janice Donovan

Sr. Client Service Specialist

Kris Prince

Kris Prince

Manager, Client Service

Patrick Bacon

Patrick Bacon

Client Service Specialist

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