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Our Team

With over 100 collective years of industry experience, we understand the needs of today’s financial advisor and the potential challenges they face. 

As you strive to provide the highest levels of service and support to your clientele, we seek to provide the same for you.

Portrait of Tony Conte
Chief Executive Officer
Anthony Conte
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Portrait of Frank Conte
Executive Officer
Frank Conte
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Portrait of John Waldron
OSJ Designee
John Waldron
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Check the background of our financial professionals on             FINRA's Brokercheck

Portrait of Alycia Paulus
Director of Marketing & Communications
Alycia Paulus
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Portrait of Tina Magill
Director of Administration
Tina Magill
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Portrait of Ashley Russo
Operations & Transitions Specialist
Ashley Russo
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Portrait of Janet Santiago
Remote Admin
Janet Santiago
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Financial advisor on a video call.

Do you want to do things your way?

Then we should talk, schedule a chat today to discover how we can help your business grow the way you want it to.

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