Meet the team

John Napolitano, CFP®, CPA, PFS, MST

President and CEO

George T. Clarke, CPA/PFS, MSF

Chief Financial Officer

Tom Fletcher, CFP®

Director of Investment Strategy

Robert Napolitano

Director of Investment Operations

Alan D. Reese, CFP®, CPA

Director of Financial Planning, Wealth Manager

Michelle Duff

Director of Operations & Office Manager

Camy Loucks

Marketing Director

Tomoko Dupaul

Senior Operations Associate

Joan Napolitano

Human Resources Director

Thomas Morrone

Principal

President

Wealth Manager

Wealth Manager

Alexander G. Weiss,  CFP®

Wealth Manager

Wealth Advisor

Wealth Manager

Wealth Manager

Wealth Manager

Wealth Manager Assistant

Wealth Manager

Wealth Manager

Wealth Manager Assistant

Wealth Manager

Client Relations Associate

Financial Planning Assistant

Director of Operations

Account Service Manager

Client Relations Associate

Alan D. Reese, CFP®, CPA is not affiliated with LPL Financial.