Our advisors

Timothy M Burklow

Timothy M Burklow

ChFC®, CFS®

Private Wealth Advisor

Managing Partner
Learn more about Timothy M Burklow Visit Timothy M Burklow's website
Matthew R Rotella

Matthew R Rotella

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew R Rotella Visit Matthew R Rotella's website
Llnon Slossberg-North

Llnon Slossberg-North

Private Wealth Advisor

Managing Partner
Learn more about Llnon Slossberg-North Visit Llnon Slossberg-North's website
John Nasisi

John Nasisi

Financial Advisor

Learn more about John Nasisi Visit John Nasisi's website
Alexander Carr

Alexander Carr

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alexander Carr Visit Alexander Carr's website
Benjamin Burklow

Benjamin Burklow

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Benjamin Burklow Visit Benjamin Burklow's website
Rick Vanderpool

Rick Vanderpool

CRPC®

Financial Advisor

Learn more about Rick Vanderpool Visit Rick Vanderpool's website
Morgan Burklow

Morgan Burklow

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Morgan Burklow Visit Morgan Burklow's website
Karol Turner

Karol Turner

Financial Advisor

Learn more about Karol Turner Visit Karol Turner's website
Jill Williams

Jill Williams

CFP®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jill Williams Visit Jill Williams's website

Jessica E Palatucci

Associate Financial Advisor

Learn more about Jessica E Palatucci Visit Jessica E Palatucci's website
Richard Scillieri

Richard Scillieri

Financial Advisor

Learn more about Richard Scillieri Visit Richard Scillieri's website

Our team

Linda Burklow

Linda Burklow

Administrative Assistant

Lynn Demchak

Lynn Demchak

Administrative Assistant

Ruth Occhipinti

Ruth Occhipinti

Client Concierge

Cynthia Lotterman

Cynthia Lotterman

Client Concierge