Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Connell McNamara

APMA

Financial Advisor

Client Relationship Manager
Learn more about Connell McNamara Visit Connell McNamara's website

Cooper Korbey

APMA

Associate Financial Advisor

Learn more about Cooper Korbey Visit Cooper Korbey's website

Darlene Ouellette

Associate Financial Advisor

Learn more about Darlene Ouellette Visit Darlene Ouellette's website

Dawn E Smith

CFP®, ChFC®, CLTC®, CDFA®, APMA, CRPC

Private Wealth Advisor

Chief Executive Officer of Oasis Wealth Advisors
Learn more about Dawn E Smith Visit Dawn E Smith's website

Harry Shuman

APMA

Associate Financial Advisor

Learn more about Harry Shuman Visit Harry Shuman's website

Michael Muccio

ChFC®, RICP®

Associate Financial Advisor

Learn more about Michael Muccio Visit Michael Muccio's website


Our team

Cathy Mariani

Cathy Mariani

Paraplanner

Jesalee Roberts

Jesalee Roberts

Client Concierge

Ron Foisy

Ron Foisy

Financial Planning Specialist

Denise Balaguer

Denise Balaguer

Operations Manager

Nataliya Orbite

Nataliya Orbite

Investment Specialist

Ashley Andrade

Ashley Andrade

Client Relationship Manager

Rhonda Rubin

Rhonda Rubin

Client Concierge

Benjamin McKenzie

Benjamin McKenzie

Client Concierge