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: Morristown

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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

Jason O’Meara, CFP®

Wealth Advisor, Sr. Director

Morristown, New York, Radnor

John P. Middleton image

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Senior Wealth Advisor

Lorraine Eugenio image

Lorraine Eugenio, CFP®

Wealth Advisor

Rafael Arellano

Rafael Arellano, CFP^®

Wealth Advisor

Morristown, New York

Steven Crevar

Steven Crevar, CFP^®

Wealth Advisor

Morristown, New York

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York

Stacy Reen

Regional Sales Associate

Bryan Corbitt

Bryan Corbitt, CFA®, CFP®

Sr. Financial Planner

Tammy Cooper

Tammy Cooper, CPA, CFP^®

Sr. Financial Planner

Morristown, New York

Amanda O'Sullivan

Amanda O’Sullivan

Sr. Client Service Specialist

Morristown, New York

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

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

Joseph Ramos

Client Service Specialist

Mathew Carrigy

Client Service Specialist

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