Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Justin Parker

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Justin Parker Visit Justin Parker's website

Gary Spencer

CPA, APMA

Financial Advisor

Learn more about Gary Spencer Visit Gary Spencer's website

Bob Cullen

APMA

Financial Advisor

Learn more about Bob Cullen Visit Bob Cullen's website

Brian Werkmeister

APMA

Associate Financial Advisor

Learn more about Brian Werkmeister Visit Brian Werkmeister's website

Michael Howlett

APMA

Financial Advisor

Learn more about Michael Howlett Visit Michael Howlett's website

Paul Ambrosini

Financial Advisor

Investment Manager
Learn more about Paul Ambrosini Visit Paul Ambrosini's website


Our team

Eva Gubala

Eva Gubala

Operations Director,

Chief Operating Officer of Alliant Financial Strategies Group
Barbara Kaminski

Barbara Kaminski

Paraplanner,

Client Service Coordinator
Kristen Wright

Kristen Wright

Client Service Manager

Loredana Rickard, CFP©

Loredana Rickard, CFP©

Financial Planning Specialist

Qualifications

  • Certified Financial Planner

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Antonella Turso

Antonella Turso

Financial Planning Assistant

Lucille (Lucy) Latourette

Lucille (Lucy) Latourette

Client Service Specialist

Peter Maffiola

Peter Maffiola

Investment Specialist

Alaina Codina

Alaina Codina

Client Concierge

Taylor (TJ) Delisi

Taylor (TJ) Delisi

Client Concierge

Sonny Napolitano

Sonny Napolitano

Operations Specialist

Brian Werkmeister, APMA™

Brian Werkmeister, APMA™

Client Concierge

Qualifications

  • Accredited Portfolio Management Advisor

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Jennifer Fugiel

Jennifer Fugiel

Client Service Coordinator

Janet (Jan) Rubright

Janet (Jan) Rubright

Assistant