Who We Are Carmine Corino, ChFC®, AIF, CFP® Founder and CEO Read Bio Anthony Depersio, CFP® Financial Advisor Read Bio Mitchell R. Owen, CLU®, CFP® Retirement Planner Read Bio Michael Bozzone, ChFC® and CFP® Financial Advisor Read Bio Jon Tarno, CFP® Director of Planning and Investments Read Bio Sue Cardone Administrative Assistant Read Bio Marilyn Korn Client Service Associate Read Bio David Grim Creative Director and Branding Executive Read Bio