Brian Picariello, CPA/PFS, CFA®
Managing 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
Austin Minor
Regional Vice President
Edward Dunphy
Regional Vice President
James Werner
Manager, Client Development Associate
Brandon Capicotto
Wealth Strategist
Mary Jean Short
Tax Manager
Charlene Maruska
Sr. Manager, Client Service
Dylan Gross
Client Service Specialist
Galen Crane
Relationship Manager
Janice Donovan
Sr. Client Service Specialist
Kris Prince
Manager, Client Service
Mikayla Ploof
Client Service Specialist
Patrick Bacon
Client Service Specialist

