OUR TEAM
Meet our advisors
Our team of experienced financial advisors is dedicated to helping you build, preserve, and grow your wealth through tailored strategies designed for your goals and lifestyle.
Paul G. Coluccio, CFP®
CERTIFIED FINANCIAL PLANNER™
CFP®
Christopher Dacey
LPL Financial Advisor
Chancy D'Arcangelis, CFP® / CLU® / ChFC®
CERTIFIED FINANCIAL PLANNER™
CFP®
CLU®
ChFC®
Michael Deperto, CHFC® CLU®
LPL Financial Advisor
ChFC®
CLU®
René R. Farrington, AIF® CFP®
CERTIFIED FINANCIAL PLANNER™
AIF®
CFP®
Christopher Gilbert
LPL Financial Advisor
Steven Meleco, CFP® CPFA®
CERTIFIED FINANCIAL PLANNER™
CFP®
CPFA®
Vince Meleco, CRPC®
LPL Financial Advisor
CRPC®
Christopher Noonan
LPL Financial Advisor
Steven Novotny, CFP®
CERTIFIED FINANCIAL PLANNER™
CFP®
John Petrus, CLU® CHFC®
LPL Financial Advisor
CLU®
ChFC®
Lorraine Reith
LPL Financial Advisor
George Smith
LPL Financial Advisor
Joseph P. Turo, CPA®
LPL Financial Advisor
CPA®
Cody Wojdyla, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER ™
CFP®
AIF®
Meet the operations team
The people behind the scenes making sure everything works seamlessly so our advisors can focus on you.
Craig White
President
Mackenzie Darmetko
Office Manager
Margarita Maldonado
LPL Registered Sales Assistant
Jamie Soukup
Executive Assistant
Elizabeth Williams
Executive Assistant
Erin Carrero
Administrative Assistant
