Meet Our Team

Josh O'Brien, CFP, SE-AWMA
Private Wealth Financial Advisor
Managing Director - Investments

Robert Palatella
Private Wealth Financial Advisor
Managing Director - Investments


Melanie Gilmore, AWMA, CRPC
Financial Advisor
First Vice President - Investments

Marisa Clayton
Private Wealth Senior Registered Client Associate

Emily Hughey
Private Wealth Senior Registered Client Associate
Assistant Vice President

Debbie Hazard MacNeil
Private Wealth Senior Registered Client Associate

Joseph Palatella
Private Wealth Senior Client Associate