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Navigating Wealth’s Journey Together

Because your legacy is our legacy.

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Our Advisors

Learn more about the services offered by our advisors and their teams.

Joseph Hermann<br/>

Joseph Hermann

RICP®

LPL Financial Planner

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Walter Klisiwecz<br/>

Walter Klisiwecz

CFP®, MBA

CERTIFIED FINANCIAL PLANNER™

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John Gigliello<br/>

John Gigliello

CFP®, AIF®,MBA, EA

CERTIFIED FINANCIAL PLANNER™

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Tony Pettograsso

Tony Pettograsso

LPL Financial Planner

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Steve Kennedy<br/>

Steve Kennedy

CFP®, CPWA®, CIMA®, CEPA®, RMA®, CDFA™

PRINCIPAL, Albany Financial Group

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James Sullivan, II<br/>

James Sullivan, II

MBA

LPL Wealth Advisor

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What Our Clients Say

These statements are testimonials by clients of the financial professionals named as of January 31, 2026. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing these testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success.