We build relationships before we ever build portfolios.

Our mission is to build strong, long-lasting relationships with our clients and share the knowledge and experience we've gained over the years.

We believe in the power of open communication and collaboration, and we make it a priority to keep the conversation going throughout our relationship. As your life changes, we will help you make adjustments to your plan to ensure that you stay on track towards achieving your goals.


Our advisors

Camille Gagliardi

MBA, CFP®, BFA, CIMA®

Private Wealth Advisor

Managing Partner of Stepping Stone Wealth
Learn more about Camille Gagliardi

Chester Darling

CFP®, ChFC®, RICP®, CLU®, APMA, CASL®

Financial Advisor

Managing Partner of Stepping Stone Wealth
Learn more about Chester Darling

Brittany Baylor

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brittany Baylor

Neil Holt

APMA

Financial Advisor

Learn more about Neil Holt


Our team

Jennifer Gray

Jennifer Gray

Operations Director,

Chief Operating Officer of Stepping Stone Wealth
Michelle Cosker

Michelle Cosker

Operations Specialist

Qualifications

  • Central Connecticut State University

Roles & Responsibilities

  • Making Clients Feel At Home
  • Meeting Preparation
  • Office Coordinator
View more
April Doyle

April Doyle

Client Service Specialist

Julia Hartland

Julia Hartland

Marketing Specialist

Qualifications

  • University of Central Florida

Roles & Responsibilities

  • Event manager
View more
William Haberlin

William Haberlin

Client Service Specialist




Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.

  • Affordable Tax Service - James Vilasuso