Who We Are Carmine Corino, ChFC®, AIF, CFP® Founder and CEO Read Bio For New Clients For New Advisors Anthony Depersio, CFP® Financial Advisor Read Bio Mitchell R. Owen, CLU®, CFP® Retirement Planner Read Bio Let's Connect Michael Bozzone, ChFC® and CFP® Financial Advisor Read Bio Let's Connect Jon Tarno, CFP® Chief Operating Officer Read Bio Let's Connect Thomas Woloszyn Director of Operations & Compliance Read Bio Tyler Allen Planning and Investment Specialist Read Bio Sue Cardone Administrative Assistant Read Bio Alan Gilmore Chief Compliance Officer Read Bio Marilyn Korn Client Service Associate Read Bio David Grim Creative Director and Branding Executive Read Bio