Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Ed Pontarelli

CRPC, APMA®

Financial Advisor

Managing Director
Learn more about Ed Pontarelli Visit Ed Pontarelli's website

Carrie McPherson

CRPS, CDFA®, ChSNC®

Financial Advisor

Associate Vice President
Learn more about Carrie McPherson Visit Carrie McPherson's website

E Justin Simone

CFP®, ChFC®, CRPS, APMA®, CMFA®, CIMA®

Financial Advisor

Associate Vice President
Learn more about E Justin Simone Visit E Justin Simone's website

Eugene George Simone

CRPC, CMFA®

Financial Advisor

Learn more about Eugene George Simone Visit Eugene George Simone's website

John Ginsbury

APMA®

Financial Advisor

Learn more about John Ginsbury Visit John Ginsbury's website


Our team

Marie Davidson

Marie Davidson

Lead Client Service Associate,

Practice Manager
Marilyn Carroll

Marilyn Carroll

Client Service Associate