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.

Search results for:

Location: Morristown

Clear All Filters

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

Elliott Giammarino

Tax Manager

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

Ready to get started?

Explore More

Man sitting on the couch thinking

Family & Finance

Financial and Lifestyle Challenges of Gray Divorce

March 27, 2025

Personal Finance

How To Build Retirement Savings Later in Life

March 26, 2025

Retirement

Social Security Fairness Act: What To Know About the Repeal of WEP and GPO

March 24, 2025

Continue Browsing