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 Kevin Connors

Kevin Connors

CFP®

Private Wealth Advisor

Managing Partner of City Square Wealth Management
Learn more about Kevin Connors Visit Kevin Connors's website
Advisor photo for Kelly Hudak

Kelly Hudak

CFP®

Private Wealth Advisor

Managing Partner of City Square Wealth Management
Learn more about Kelly Hudak Visit Kelly Hudak's website
Advisor photo for Matthew Antonellis

Matthew Antonellis

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Antonellis Visit Matthew Antonellis's website
Advisor photo for Courtney Dunnells

Courtney Dunnells

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Courtney Dunnells Visit Courtney Dunnells's website
Advisor photo for Tia McNamara

Tia McNamara

CMFC

Financial Advisor

Learn more about Tia McNamara Visit Tia McNamara's website


Our team

Meghan Cruz

Meghan Cruz

Client Service Manager,

Operations Manager
Timothy McCoole

Timothy McCoole

Client Service Specialist

Qualifications

  • Tim will be responsible for preparing and summarizing client meetings, assisting with ongoing client service and necessary follow-up, and developing and implementing plans.
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Marley Medina

Marley Medina

Client Service Coordinator,

Marketing Specialist
Marc Dangora

Marc Dangora

Client Service Specialist

Robert Pearl

Robert Pearl

Client Service Coordinator

William Creedon

William Creedon

Investment Specialist