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

Kenneth DiCairano

Kenneth F. DiCairano, CFP®, CPA®, CASL®, MBA

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2974

914-372-2929

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

Jennee Blanco

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

Client Support

Paulette DiCairano

Paulette DiCairano

Director of Team Operations & Marketing

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

Stephanie Delacruz

Insurance Operations Manager

Tavindra Dhanraj

Tavindra Dhanraj

Insurance Operations Coordinator

Gabriel Palacios

Gabriel Palacios

Client Service Associate

Jessica Mulligan

Jessica Mulligan

Client Service Specialist

Josh Felice

Josh Felice

Client Service Associate

Michael Kouroupakis

Michael Kouroupakis

Client Service Associate

Frank Newman

Frank Newman

Client Service Associate

Andrew  Cox

Andrew Cox

Client Service Associate

Andrew  Orfanos

Andrew Orfanos

New Business Analyst

Anthony Abidin

Anthony Abidin

Client Service Associate

John Berni

John Berni

Investment Operations Associate

Leslie Maurad

Leslie Maurad

Client Relationship Coordinator

Michael  Brand

Michael Brand

Investment Operations Associate

Ricardo  Laguerre

Ricardo Laguerre

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

Myles Holley

Myles Holley

Property & Casualty Product Specialist