Our Advisors
Frank A. Conte
Founding Partner
Anthony M. Conte
Managing Partner
Domini M. Allison
Financial Advisor
Hayden J. Bankes
Financial Advisor
Patrick R. Barry
Financial Advisor
Angela L. Dietz
Financial Advisor
Joseph C. Henriques
Managing Director, Wealth Strategies
David A. Langan
Financial Advisor
Brian C. Lauer
Financial Advisor
Patricia A. Marschner
Financial Advisor
Jeffrey A. Mills
Financial Advisor
Jeffrey E. Pascoe
Financial Advisor
Christopher K. Pennington
Financial Advisor
Justin Racculia
Financial Advisor
Lena S. Rizkallah
Financial Advisor
Robert M. Seaman
Financial Advisor
Matthew D. Sheraw
Financial Advisor
Christian T. Stearns
Financial Advisor
Andrew M. Wallace
Financial Advisor
Scott Wray
Financial AdvisorCheck out the background of investment professionals on FINRA’s 
Our Staff
Anthony Doane
Client Services Specialist
Devunye Dutrieuille
Client Services Specialist
Luke A. Frantz
Client Services Specialist
Camryn T. Gibson
Client Services Specialist
Susan M. Henschke
New Business Coordinator
Mary Ann Mahle-Skulski
Client Services Specialist
Elijah C. Manning
Paraplanner
Melanie V. Morales
Director of Operations
Alexis A. Murray
Client Services Specialist
Amanda Okum
Marketing & Event Coordinator
Kelsea Oravic
Marketing & Communications Manager
Britney Roadcap
Client Services Specialist
Ashley L. Russo
Client Services Specialist
Janet S. Santiago
Remote Admin
Rachel L. Semder
Scheduling Coordinator
Lydia Serafini
Receptionist
Catherine Smith
Digital Marketing Specialist
Allie Wagner
Senior Business Strategist