Our Team
Founding Partners
Investment Strategists
Investment Advisor Representatives
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James Bartolacci
Investment Advisor Representative
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Stephen Gooditis, CFP®
Investment Advisor Representative
Certification in Long-Term Care -
Ryan Conlin, CFP®
Investment Advisor Representative
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Steve Kronick III
Investment Advisor Representative
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Jesse Pellegrino
Investment Advisor Representative
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Spencer Fried, CRPC®, AWMA®
Investment Advisor Representative
Support Team
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Mary Beth Villiano
Dedicated Assistant to Joe Parsons
Office Manager
Financial Paraplanner Qualified Professional™ -
Liz Hanni
Dedicated Assistant to Ryan Conlin
Operation Team Member -
Cristie Caldwell
Dedicated Assistant to Stephen Gooditis
Operation Team Member
Advisor Services -
Rosina Pignotti
Dedicated Assistant to Jim Bartolacci
