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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Location: Fairport

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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

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

Edward Dunphy

Edward Dunphy

Regional Vice President

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

James Werner

James Werner

Manager, Regional Client Development

Fairport, New York, Naples, Tampa, Sarasota

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

DeAnna Bochno

Sr. Client Service Specialist

Janice Donovan

Sr. Client Service Specialist

Kris Prince

Client Service Specialist

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