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:

Northeast: New York City & Long Island

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

Barry Cohen

Barry Cohen, CPA, CFP^®, CIMA^®

Sr. Wealth Advisor

B Gyulambaryan

Ben Gyulambaryan, CFP®

Wealth Advisor

Bryan Bielawski

Bryan Bielawski, CPA, CFA

Sr. Wealth Advisor

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

Jason O’Meara, CFP®

Wealth Advisor, Sr. Director

Morristown, New York, Radnor

Marissa Nece

Wealth Advisor

Mendim Gecaj

Mendim Gecaj, CFP®, CPWA®

Wealth Advisor

Paul Oliva

Sr. Wealth Advisor, Sr. Director

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

Edward Dunphy

Edward Dunphy

Regional Vice President

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

Kelly Gaur

Kelly Gaur

Regional Vice President

Kevin Dillon

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Hockessin, Manhasset, New York, Radnor

James Werner

James Werner

Manager, Regional Client Development

Fairport, New York, Naples, Tampa, Sarasota

Amanda Caster

Amanda Caster, CFP®

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

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