Our Advisors
Frank A. Conte
Founding Partner
Anthony M. Conte
Managing Partner
Domini M. Allison
Financial Advisor
Hayden J. Bankes
Financial Advisor
Patrick R. Barry
Financial Advisor
Angela L. Dietz
Financial Advisor
Joseph C. Henriques
Managing Director, Wealth Strategies
David A. Langan
Financial Advisor
Brian C. Lauer
Financial Advisor
Patricia A. Marschner
Financial Advisor
Kate Martin
Financial Advisor
Jeffrey A. Mills
Financial Advisor
Jeffrey E. Pascoe
Financial Advisor
Christopher K. Pennington
Financial Advisor
Gordon H. Porter
Financial Advisor
Justin Racculia
Financial Advisor
Lena S. Rizkallah
Financial Advisor
Robert M. Seaman
Financial Advisor
Matthew D. Sheraw
Financial Advisor
Christian T. Stearns
Financial Advisor
Andrew M. Wallace
Financial Advisor
Scott Wray
Financial AdvisorCheck out the background of investment professionals on FINRA’s 
Our Staff
Camryn T. Burk
Client Services Specialist
Luke A. Frantz
Client Services Specialist
Susan M. Henschke
New Business Coordinator
Tina L. Magill
Director of Administration
Mary Ann Mahle-Skulski
Client Services Specialist
Elijah C. Manning
Client Services Specialist
Melanie V. Morales
Director of Operations
Alexis A. Murray
Client Services Specialist
Alycia L. Paulus
Director of Marketing & Communications
Krista Prickett
Part-Time Marketing Coordinator
Ashley L. Russo
Client Services Specialist
Janet S. Santiago
Transition & Client Services Specialist
Rachel L. Semder
Scheduling Coordinator
Catherine Smith
Digital Marketing Coordinator
Jennifer L. Sutton
Client Services Specialist
John J. Waldron
OSJ Designee