Guided by a multi-generational team of financial professionals.

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Mark Pittman

Managing Director - Wealth Advisor

Michael Priola, Sr.

Managing Director - Wealth Advisor

Madison A. Pittman

Vice President - Wealth Advisor

Michael A. Priola

Vice President - Wealth Advisor

Spencer Gauta

Wealth Advisor

Joel Sirota, CFP®

Associate Wealth Advisor

Dionna DiBernardo, FPQP®

Director of Client Engagement

Victor Alonso

Registered Client Service Associate

Lauren Neigh

Senior Client Service Associate

Joseph E. Seymour, MBA

Managing Director - Wealth Advisor

Michael Gielarowski, CFP®

Managing Director - Wealth Advisor

Cole Seymour

Wealth Advisor

Lisa A. Hitchcock

Practice Manager

Daniella Cosley

Client Experience Coordinator

Josh Nieman

Registered Client Service Associate

William Swiontek, CFP®

Managing Director - Wealth Advisor

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