Our Team

Corporate

Joseph B. Elliott III, CFP® AIF®
Chief Executive Officer, Founder
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Karen McCarthy
Chief Operations Officer
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Zachary Mineur, CFA
Chief Investment Officer
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Kaleb Burns
Chief Compliance Officer
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Tim D'Orazio
Wealth Strategist
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Operations Professionals

Karen Grubb
Executive Assistant
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Franci Neill
Executive Assistant
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Catherine McNamara
Assistant to Mark Comyns
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Francie Rosato
Assistant to Blaise Milanek
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Advisors

Daniel M. Agoglia
Wealth Advisor
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Benjamin M. Auslander
Independent Financial Advisor
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Richard Catanese, AIF®
Wealth Advisor
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Mark Comyns
Wealth Advisor
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Peter Craig, CLU® CHFC®
Wealth Advisor
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John Delp, CRPC®
Wealth Advisor
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Edward France
Wealth Advisor
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Christopher Groeber, CFP® AIF® CRPC®
Wealth Advisor
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John Grimley
Wealth Advisor
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Robert Holland, CFP® CLU® CHFC®
Wealth Advisor
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Joseph A. Lapps, CRPS®
Wealth Advisor
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Jesse Levy
Wealth Advisor
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Erik Lindholm
Wealth Advisor
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Eric J. Long, CFP® CRPC® CFS®
Wealth Advisor
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Christine McEwan
Wealth Advisor
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TJ McHugh
Portfolio Manager / Wealth Advisor
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Mark McMahon
Wealth Advisor
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Blaise J. Milanek
Wealth Advisor
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Blaise W. Milanek
Investment Analyst
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Daniel J. Morse, CFP® AIF®
Wealth Advisor
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Jordan C. Norley, AIF® CPFA®
Wealth Advisor
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Monica Pedano
Wealth Advisor
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Brian D. Platt, CFP®
Wealth Advisor
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Meg Ryan
Wealth Advisor
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Stephen Schlichter
Financial Advisor
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Michael Slattery
Wealth Advisor
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Shane P. Smith, CFP® CHFC® LUTCF®
Wealth Advisor
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Brenton Stransky
Wealth Advisor
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Douglas J. Sweeney, CRPC® AIF®
Wealth Advisor
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