Our Advisors

Portrait of Frank Conte

Frank A. Conte

Founding Partner
Portrait of Tony Conte

Anthony M. Conte

Managing Partner
Portrait of Domini Allison

Domini M. Allison

Financial Advisor
Portrait of Hayden Bankes

Hayden J. Bankes

Financial Advisor
Portrait of Patrick Barry

Patrick R. Barry

Financial Advisor

Angela L. Dietz

Financial Advisor
Portrait of Joe Henriques

Joseph C. Henriques

Managing Director, Wealth Strategies
Portrait of Dave Langan

David A. Langan

Financial Advisor
Portrait of Brian Lauer

Brian C. Lauer

Financial Advisor
Portrait of Patricia Marschner

Patricia A. Marschner

Financial Advisor
Portrait of Kate Martin

Kate Martin

Financial Advisor
Portrait of Jeff Mills

Jeffrey A. Mills

Financial Advisor
portrait of jeff pascoe

Jeffrey E. Pascoe

Financial Advisor
Portrait Photo of Chris Pennington

Christopher K. Pennington

Financial Advisor

Gordon H. Porter

Financial Advisor

Justin Racculia

Financial Advisor
Portrait of Lena Rizkallah

Lena S. Rizkallah

Financial Advisor
Portrait of Bob Seaman

Robert M. Seaman

Financial Advisor
Portrait of Matt Sheraw

Matthew D. Sheraw

Financial Advisor
Portrait of Christian Stearns

Christian T. Stearns

Financial Advisor
Portrait of Andrew Wallace

Andrew M. Wallace

Financial Advisor
Portrait Photo of Scott Wray

Scott Wray

Financial Advisor

Check out the background of investment professionals on FINRA’s

Our Staff

Portrait of Camryn Burk

Camryn T. Burk

Client Services Specialist

Luke A. Frantz

Client Services Specialist
Portrait of Sue Henschke

Susan M. Henschke

New Business Coordinator
Portrait of Tina Magill

Tina L. Magill

Director of Administration
Portrait photo of Mary Ann Mahle-Skulski

Mary Ann Mahle-Skulski

Client Services Specialist

Elijah C. Manning

Client Services Specialist
Portrait of Melanie Morales

Melanie V. Morales

Director of Operations

Alexis A. Murray

Client Services Specialist
Portrait of Alycia Paulus

Alycia L. Paulus

Director of Marketing & Communications
Portrait of Ashley Russo

Ashley L. Russo

Client Services Specialist
Portrait of Janet Santiago

Janet S. Santiago

Transition & Client Services Specialist
Portrait of Rachel Semder

Rachel L. Semder

Scheduling Coordinator

Catherine D. Smith

Marketing Coordinator
Portrait of Morgan Singer

Morgan N. Singer

Client Services Specialist

Jennifer L. Sutton

Client Services Specialist
Portrait of John Waldron

John J. Waldron

OSJ Designee