Our advisors

Bob DiDonato

CIMA®

Private Wealth Advisor

Managing Director
Learn more about Bob DiDonato

Ann Massaro DiDonato

CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Ann Massaro DiDonato

Debrah Oelke

Financial Advisor

Managing Director
Learn more about Debrah Oelke

Tom Chappelle

APMA, CRPC

Associate Advisor

Learn more about Tom Chappelle


Our team

Christine Kennedy

Christine Kennedy

Registered Client Service Associate