Our Team
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- Andrea Hauptman-Perez
- Andrew Horn
- Andrew Sansone, CFP®
- Andy Yost
- Anthony Caruso
- Anthony D'Amico
- Anthony M. Bonanno, CFP®, CPFA
- Anthony C. Rosso
- Benjamin Cohn
- Brian Bushwell, CLU®, LUTCF, CLTC
- Bruno Spadafora
- Chris Vasilakis
- Christopher Garozzo
- Cindy Sipkin, CLU
- Collin Moran
- Collin Moran
- Craig S. Thompson, CLU, CHFC
- Daniel Irizarry
- Daniela Burke
- Danielle Scepkowski
- Danielle Pollaro
- David Shaw
- David Nafie, CLTC
- David C. Helfrich
- Diane Santonino, CLU
- Dipti Rath, CRPC
- Donald A. Nachman FSCP® LUTCF®Senior Investment ProfessionalProtecting portfolios since 2000
- Donna L. Brower, RICP
- Edward L. Giuliano Jr.
- Emily Wirgin, CFP®
- Esther L. Joffe
- Evan Purdy
- Frank R. Alessio, CLTC, CLU, CHFC, CASL
- Frank Brogan
- Gary Lynch
- Gaurang B. Pandya CFP®
- Geoffrey Cohn LUTCF
- George E. Carter
- Gilbert E. Moscatello, CFP®, CPFA
- Gina Barcello-Reed
- Jade Clark, CFP®, AIF®
- James Whelan, CFP®
- Jason Mellor ChFC®, CASL®
- Jason S. Klein, CFP®, ChFC, CLU
- Johan "Jack" Devries
- John H. Langdon
- John Tsigakos, CFA®
- John Durkin
- John Askin
- John W. Reilly CFP®
- John P. Sullivan, CFP®, PFS, CPA (NO LONGER PRACTICING AS A CPA)
- John Granelli, LUTCF
- John Tsigakos, CFA®
- Jonathan Greene
- Jonathan Sot
- Joseph Fay
- Joseph Fay III
- Kathy DiGiacomo
- Keith D. Hanenberg
- Keith D. Hanenberg
- Kevin Kynoch, CPFA
- Leigh Ann Panas
- Leon Ferro
- Leslie Curran
- Lloyd Winkler, LUTCF
- Lloyd J. Gold, LUTCF
- Mara Morris
- Marc J. DelGaudio, CFP®
- Marla Regan
- Mary Conover
- Michael V. Daniels, CFP®, ChFC®, RICP®
- Michael Moran, CMFC, CRPC
- Michael Giblin
- Michael V. Daniels, ChFC®, CFP®
- Michael Boudway, CFP®
- Michael P. Tarashuk, LUTCF
- Michele L. Watson
- Mitchell I. Merber, CLU®, ChFC®, RHU
- Nicholas Russo
- Nicholas Kayal
- Paul D'Amico, CFP®, RICP®, CLU®
- Paul Ciavarella, CLTC
- Payosha Gause, EA
- Peter Paladino, CLU, CHFC, CPFA, CFP®
- Raymond Triano
- Richard Moran Jr.
- Richard Quense
- Richard Fiderer
- Rick Delehanty
- Rick Quense Jr., MBA
- Robert C. Wynn, CPFA
- Robert Incorvaia
- Roderick Carolan, CFP®
- Roderick M. Carolan, CFP®
- Ronald P. Crudo Jr. MBA®, CIMA®, CIS®, ARPC®, ADPA®, CAIA®, AIF®
- Russell Miller
- Ryan Hostnik
- Ryan O'Keefe
- Salvatore J. Longo, Jr., CFP®
- Sarah Van Duzer
- Shlomit Raviv, CFP®
- Sophia Milito
- Stephen Hawthorne
- Steven Sklover
- Stuart I. Goldberg
- Tanner Preston
- Thomas F. Claro Jr., CPFA, AIF
- Thomas P. Carolan
- Tina S. Pollaro, CPA
- Tina Pecca
- Todd Zeidenberg, AIF, ChFC, CLU, CLTC
- Tyler Johnson
- Vincent Commoreto
- Ward Goldberg
- William A. Narduzzi, CLU®, ChFC®, LUTCF
Leadership Team
Marc J. DelGaudio, CFP®
President/Managing Partner
John H. Langdon
Chief Executive Officer, Managing Partner
Keith D. Hanenberg
Vice President of New York Metro
Gary Lynch
Vice President - Investments, Senior Financial Advisor
Support Staff
Our Approach
We will work together to create a proactive and comprehensive financial plan that connects your current financial state to your future goals.
Our Team
Our team consists of skilled and compassionate professionals who combine their wealth of knowledge and experience to create tailored financial strategies.
Contact Us
Contact us today to learn how our advising is more than just money and strategic plans: it’s about the connections we make.
