Our advisors

Bob DiDonato

CIMA®

Private Wealth Advisor

Managing Director
Learn more about Bob DiDonato

Ann Massaro DiDonato

CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Ann Massaro DiDonato

Debrah Oelke

Financial Advisor

Managing Director
Learn more about Debrah Oelke

Laurie A Treder

Registered Practice Associate

Learn more about Laurie A Treder

Tom Chappelle

APMA, CRPC

Associate Advisor

Learn more about Tom Chappelle


Our team

Christine Kennedy

Christine Kennedy

Registered Client Service Associate