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Carmine Corino, ChFC®, AIF®, CFP®
Founder & CEO
Jay Tarno, CFP®
Chief Operating Officer
Anthony DePersio, CFP®
Cornerstone Planning Group
Michael Bozzone, ChFC®, CFP®
Mitch Owen, CLU®, CFP®
Taylor Hodges, CFP®, CEPA
Southern Capital
Giro "Jerry" Maddaluna
Luna Financial Group
Carmine Coppola
Strata Capital
David C. D'Albero II, AIF®, APMA™
James Allen, CLU, LUTCF, CLTC
Allen Financial Group
Barjes Angulo, CLTC, LACP, RICP®, LUTCF
Angle & Fifth
Matthew DiFrancesco, CExP, CAA
Highlift Financial
Thomas Woloszyn, MBA
Director of Operations and Compliance
Ashley Stanich
Advisor Support Specialist
Tyler Allen, CFP®
Planning and Investment Specialist
Jessica Kote
Client Support Specialist
Anthony N Depersio
Advising Support Specialist
Alan Gilmore
Compliance Officer
Jen Goldman
Fractional Operations Transformer & Integrator
"Coach" Joe Lukacs
Fractional High-Performance Coach
Charlie Van Derven
Marketing Coach & Fractional CMO
