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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Northeast: Greater Philadelphia

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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

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Christopher Blakely, CFP®, CTFA

Wealth Advisor

Daniel M. McDermott

Daniel M. McDermott, ChFC®, CFP®, AIF®

Sr. 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

Kelly Albert, CFP®

Wealth Advisor

Mike D. Baittinger

Sr. Wealth Advisor

Paul Baumbach

Paul Baumbach, CFP®, CFA™

Sr. Wealth Advisor

Paul C. Barbehenn, CFA®, CFP®

Sr. Wealth Advisor

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Sean Heidig

Sean Heidig, CFP®

Wealth Advisor

Steve Cordasco

Sr. Wealth Advisor, Director

Naples, Sarasota, Cherry Hill

Susan Lehnerd, CFP®

Wealth Advisor

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

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