An extended family of financial professionals.

Leadership

Robert Leone
Founder & CTFA

Paul O’Grady
Founder & Chief Investment Officer

Gus Gotsis
Founder & CEO

Duane Mercer
CFO

Gregg Guinta
COO

Patrick Harris
Chief Compliance Officer

Our Team

Featured

Mario Johnson

Trader

Maddison Long

Client Service Associate

Ross Taylor

Senior Trader

Brian George

Senior Wealth Advisor

Robin Gant

Client Service Coordinator

Liz Lipina

Operations Manager

Kyle Lonsinger, CFP®, CIMA®

Kyle Lonsinger, CFP®, CIMA®

Wealth Advisor

Nate Helms, CFP®, CIMA®, CEPA®

Senior Wealth Advisor

Nichole Fuller

Client Service Associate

AJ Blackstone

Wealth Advisor

Letty Hernandez

Client Service Associate

Chris Julian

Director of Business Development

Maria Vail

Client Service Coordinator

Sandra Toro

Business Analytics Manager

Lisa Atanassov

Client Service Coordinator & Licensing Specialist

Jake Meier, CPA

Director of Tax Planning

Nico Leone

Insurance Advisor

Kaleb Kruse

Client Service Associate

Sue Hernandez

Client Service Associate

Joelle Giudice

Client Service Coordinator

Grace Donahue

Branch Manager

Sheri Dermangian

Client Service Coordinator

Jillian Daneau

Paralegal

Katherine Cullaro

Administrative Assistant

Matt Corley

CPA

Alisha Cefarelli

Client Service Coordinator

Mark Belanian

Director of Trading Operations

Grayson Goulet

Wealth Advisor

Jonathan Howard, CFP®

Wealth Advisor

Carolyn Howard, CFP®

Senior Wealth Advisor

Schedule a complimentary conversation with one of our advisors today.

Schedule a call