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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®, 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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