Rocco Scarsella
President & Founder
Meet the team.
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Executive Team
Leadership Team
Morgan Sobolewski, FPQP®
Director of Financial Planning & Advisor Success
Adam San Juan
Director of Retirement Plans & Financial Planner
Colleen Troia
Director of Finance
Melissa Zwier
Director of Administration
Jessica Ozlanski
Director of Service
Jenny Range
Director of Marketing
Kevin Cox
Director of Health
Jerome Assenmacher, CPA
Director of Tax
Jon Powrozek, CFP®
Director of Wealth & Financial Planner
Financial Planners
Adam San Juan
Director of Retirement Plans & Financial Planner
Jon Powrozek, CFP®
Director of Wealth & Financial Planner
William Dolunt
Financial Planner
Edward Dublis, CLU®, ChFC®, LUTCF, RICP®, WMCP®
Financial Planner
Jonathan LaCroix
Financial Planner
Cheryl McGown, MSF
Financial Planner
David Lenda, ChFC®, CLU®, MBA
Financial Planner
Michael Schlegel
Financial Planner
Timothy Ford, CFP®
Financial Planner
Trey Ellinger, CFP®
Financial Planner
Jeffrey Brindley
Financial Planner
Brian Duda, CLU®, ChFC®, RICP®, CASL®, AEP®
Financial Planner
David Newbill, CFP®, CPA
Financial Planner
Brian Squire
Financial Planner
Heather Moir-Dangler, CLU®, ChFC®, CASL®
Financial Planner
Tim Ayer, AIF®, PPC®
Financial Planner
Gerald Fenby, CLU®, ChFC®
Financial Planner
Beth Brooks
Financial Planner
Cody McCullough
Financial Planner
Rob LaBarbera
Financial Planner
Joe Millard
Financial Planner
Health Team
Support Team
Colleen Troia
Director of Finance
Melissa Zwier
Director of Administration
Jessica Ozlanski
Director of Service
Jenny Range
Director of Marketing
Amy Curzenski
Client Services Associate
Melissa Eovaldi
Client Services Associate
Kyla Mabry
Client Services Associate
Jermaine Sims
Client Services Associate
Alisha Schultz
Client Relationship Associate
Kara Cetnar
Client Relationship Associate
Brittany Queen
Client Relationship Associate
Kathy Scarsella
Finance & Accounting
Aimee Jackson
Client Relationship Associate
Jacob Liparoto
Portfolio Manager & Trader
Fred Heegan
Portfolio Manager & Trader
Anthony Polzin
Internal Trader & Analyst
Tracey Vega
Client Relationship Associate
Diana Bollenbaugh
Client Services Specialist & Planning
Eleana LeNoir
Client Relationship Associate
Debra Cassidy
Accountant
Brendan Clancy
Operations Associate & IT Specialist
Braeden Jones
Client Relationship Associate