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

Advisor photo for Mark W Stone

Mark W Stone

CFP®, APMA, AIF®

Private Wealth Advisor

Managing Partner of Cadence Wealth Management Solutions
Learn more about Mark W Stone Visit Mark W Stone's website
Advisor photo for Mathew Hill

Mathew Hill

CFP®, ChFC®, APMA

Financial Advisor

Managing Partner of Cadence Wealth Management Solutions
Learn more about Mathew Hill Visit Mathew Hill's website
Advisor photo for Christopher M Corea

Christopher M Corea

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher M Corea Visit Christopher M Corea's website
Advisor photo for Dale Nower

Dale Nower

CFP®, MS, APMA, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Dale Nower Visit Dale Nower's website
Advisor photo for Daniel R Omogrosso Jr

Daniel R Omogrosso Jr

ChFC®, APMA, CFS®, CLTC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Daniel R Omogrosso Jr Visit Daniel R Omogrosso Jr's website
Advisor photo for Daniel Wagner

Daniel Wagner

APMA

Financial Advisor

Learn more about Daniel Wagner Visit Daniel Wagner's website
Advisor photo for James Carey

James Carey

CFP®, ChFC®, APMA, CFS®, RICP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Carey Visit James Carey's website
Advisor photo for Kathryn Castro

Kathryn Castro

CFP®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Kathryn Castro Visit Kathryn Castro's website

Mike Sellars

APMA

Financial Advisor

Learn more about Mike Sellars Visit Mike Sellars's website


Our team

Laurie A. Calabrese

Paraplanner,

Operations Manager

Donna M. DiCiaccio

Paraplanner,

Investment Manager

Elaina F. Gooch

Client Relationship Manager

Amy Needham

Financial Planning Assistant,

Event Planner

Jodi Wemple

Financial Planning Assistant

Allison Wood

Client Relationship Manager

Dustin Cramer

Assistant

Annette Holahan

Client Relationship Manager

Danielle Waight

Administrative Assistant