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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Brian Picariello

Brian Picariello, CPA/PFS, CFA

Managing Director

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

Christopher Blakely, CFP®, CTFA

Wealth Advisor

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

Dennis M. Jablonoski, AIF® CRPC®

Wealth Advisor, Retirement Plans

Cherry Hill, Radnor

Geoffrey Franklin

Geoffrey Franklin, CFP®

Wealth Advisor

Jason O’Meara, CFP®

Wealth Advisor, Sr. Director

Morristown, New York, Radnor

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Timothy Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Edward Dunphy

Edward Dunphy

Regional Vice President

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

John Walker

Regional Vice President

Cherry Hill, Radnor

Kevin Dillon

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Hockessin, Manhasset, New York, Radnor

Evan Salter

Financial Planner

Cherry Hill, Radnor

John Paul Bradley, CFP®

Financial Planner

Brad Cwienk

Client Service Specialist

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

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

Lauren Schellhammer

Client Service Specialist

Rasheed Jarmon

Client Service Specialist

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