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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Market: New England

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Brian Picariello, CPA/PFS, CFA

Managing Director

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

Bennet Thonakkara, CPA, CFA^®

Sr. Wealth Advisor, Sr. Director

Nashua, Burlington, Woodbridge

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Burlington, Woodbridge

Nadia Dubowyj, CFP®, CFA, MST, MBA

Wealth Advisor

Burlington, Woodbridge

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Sr. Wealth Advisor

Old Lyme

Roain Saunders, CFP®

Wealth Advisor

Burlington, Woodbridge

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Burlington

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

Old Lyme

Austin Minor

Regional Vice President

Westport, Fairport, West Hartford, Woodbridge

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge

Edward Dunphy

Regional Vice President

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

Timothy Schmidt

Regional Vice President

Burlington, Woodbridge

Bill Stadler

Client Service Specialist

Woodbridge

Carynna Mott

Client Service Specialist

Woodbridge

Charlene Maruska

Sr. Manager, Client Service

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

Monica Delsanto

Manager, Client Service

Woodbridge

Pamela Greene

Sr. Client Service Specialist

West Hartford, Woodbridge

William Stadler

Client Service Specialist

Nashua

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A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

Meet our Advisory Team

Search results for:

Brian Picariello, CPA/PFS, CFA

Bennet Thonakkara, CPA, CFA^®

Eric Anderson, CFP^®

Nadia Dubowyj, CFP®, CFA, MST, MBA

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Roain Saunders, CFP®

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Austin Minor

Bob Kinnie

Edward Dunphy

Timothy Schmidt

Bill Stadler

Carynna Mott

Charlene Maruska

Monica Delsanto

Pamela Greene

William Stadler

Ready to get started?

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Let’s get started.