Broker Check

Who We Are


Individual Focus, Team Support

We deliver timely advice and insightful guidance. We factor in every aspect of your life: short-term objectives, long-term goals, personal dreams, and business ambitions. You will have a dedicated advisor with the collective knowledge, resources, and expertise of our entire team.

Financial Planners

Ben Soccodato

Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2939

Chris Kampitsis

Chris Kampitsis, CFP®, ChFC®, CExP™, RICP®, CFBS®, AIF®

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2897

Anthony Maiuolo

Anthony Maiuolo, CFP®, ChFC®, AIF®

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2959

David Jones

David Jones, CFP®, ChFC®

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2949

Jared Chin

Jared Chin

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2936

914-372-2929

Ryan Wright

Ryan Wright, CFP®, RICP®

Financial Planner | Financial Services Representative | Investment Advisor Representative

914-372-2894

914-372-2929

Jennee Blanco, CFP®, RICP®

Jennee Blanco, CFP®, RICP®

Financial Planner | Registered Representative | Investment Advisor Representative

914-372-2988

914-372-2929

Kevin Power

Kevin Power

Financial Planner | Financial Services Representative | Investment Advisor Representative

914-372-2898

914-372-2929

Frank Newman, CFP®

Frank Newman, CFP®

Financial Advisor | Investment Advisor Representative

914-372-2954

Josh Felice

Josh Felice

Financial Advisor | Registered Representative | Investment Advisor Representative

914-372-2920

Michael Kouroupakis

Michael Kouroupakis

Financial Advisor | Investment Advisor Representative

914-372-2905

Client Support

Anna Rakotz

Anna Rakotz

Practice Manager

Jonathan Rosen

Jonathan Rosen, CFP®

Director of Team Investment Operations

Destiny Morris

Destiny Morris

Client Communications Manager

Rachel Lapadula

Rachel Lapadula

Client Relationship Coordinator

Nicole  Riccobono

Nicole Riccobono

Senior Team New Business Analyst

Stephanie Delacruz, CLU®

Stephanie Delacruz, CLU®

Insurance Operations Manager

Tavindra Dhanraj

Tavindra Dhanraj

Insurance Operations Coordinator

Gabriel Palacios

Gabriel Palacios

Client Service Associate

Jessica Mulligan

Jessica Mulligan

Client Service Specialist

Andrew  Orfanos

Andrew Orfanos

New Business Analyst

Anthony  Pires

Anthony Pires

Client Service Associate

Danielle Tabachnick

Danielle Tabachnick

Client Relationship Coordinator

John Berni

John Berni

Investment Operations Associate

John  Fiorino

John Fiorino

Client Service Associate

Klaus Bezati

Klaus Bezati

Investment Operations Associate

Lauren  Villalobos

Lauren Villalobos

Operations Assistant

Linda Soellner

Linda Soellner

Operations Assistant

Louis  Kudla

Louis Kudla

Investment Operations Associate

Matias  Morales

Matias Morales

Financial Planning Support Specialist

Micaela Chaves- Caetano

Micaela Chaves- Caetano

Client Relationship Coordinator

Michael  Brand

Michael Brand

Investment Operations Associate

Nicholas Fiore

Nicholas Fiore

Client Service Associate

Olivia Perillo

Olivia Perillo

Client Relationship Coordinator

Ricardo  Laguerre

Ricardo Laguerre

Client Service Associate

Shane  Smith

Shane Smith

Client Service Associate

Wealth Strategies Resources

Jeremy Hus

Jeremy Hus, CASL®, CLU®, ChF, CFP ®

Vice President, Financial Planning

John Foreman

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen Cassidy

Kathleen Cassidy, JD

Vice President, Advanced Markets