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 Connell McNamara

Connell McNamara

APMA

Financial Advisor

Client Relationship Manager
Learn more about Connell McNamara Visit Connell McNamara's website
Advisor photo for Cooper Korbey

Cooper Korbey

Associate Financial Advisor

Learn more about Cooper Korbey Visit Cooper Korbey's website
Advisor photo for Darlene Ouellette

Darlene Ouellette

Associate Financial Advisor

Learn more about Darlene Ouellette Visit Darlene Ouellette's website
Advisor photo for Dawn E Smith

Dawn E Smith

CFP®, ChFC®, CLTC®, CDFA®, APMA, CRPC

Private Wealth Advisor

Chief Executive Officer of Oasis Wealth Advisors
Learn more about Dawn E Smith Visit Dawn E Smith's website


Our team

Cathy Mariani

Cathy Mariani

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Jesalee Roberts

Jesalee Roberts

Client Concierge

Ron Foisy

Ron Foisy

Financial Planning Specialist

Denise Balaguer

Denise Balaguer

Operations Manager

Nataliya Orbite

Nataliya Orbite

Investment Specialist

Ashley Andrade

Ashley Andrade

Client Relationship Manager

Rhonda Rubin

Rhonda Rubin

Client Concierge

Harry Shuman

Harry Shuman

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