Meet Our Advisors
Find a Financial Advisor
- Annie Silvestro
- Boyd Bergen
- Bruce Perhach
- Charles Seibold
- Ean Jaffe
- Franklin Raines
- Gerald Stefanelli
- James A. Flannery
- James Reilly
- Jefferey Cappelle
- Jerry Johnson
- John Cahill
- John Genda
- John Bertolini
- Joseph Perri
- Louis Monaco, CFP®
- Mark Young
- Michael Toth
- Nancy Ireland
- Nicholas Galasso
- Patrick Whelan
- Peter Thamel
- Richard Shaplin, Sr.
- Richard Shaplin, Jr.
- Robert Saunders
- Sabine Roma
- Theresa Young
- Thomas E. Musumeci
- Thomas Caprio
- Thomas Jones
- Thomas A. Musumeci
- Thomas E. Musumeci
- William Anderson

How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.