Your Leadership Team

Carmine Corino, ChFC®, AIF®, CFP®

Founder & CEO

Jon Tarno, CFP®

Chief Operating Officer

Our Advisor Partners

Anthony DePersio, CFP®

Cornerstone Planning Group

Michael Bozzone, ChFC®, CFP®

Cornerstone Planning Group

Mitch Owen, CLU®, CFP®

Cornerstone Planning Group

Taylor Hodges, CFP®, CEPA

Southern Capital

Giro "Jerry" Maddaluna

Luna Financial Group

Carmine Coppola

Strata Capital

David C. D'Albero II, AIF®, APMA™

Strata Capital

James Allen, CLU, LUTCF, CLTC

Allen Financial Group

Barjes Angulo, CLTC, LACP, RICP®, LUTCF

Cornerstone Planning Group

Matthew DiFrancesco, CExP, CAA

Highlift Financial

Gina Stormont

Cornerstone Planning Group

Your Team

Thomas Woloszyn, MBA

Director of Operations and Compliance

Tyler Allen, CFP®

Planning and Investment Specialist

Jessica Kote

Client Support Specialist

Amanda Tarno

Executive Assistant/Marketing Specialist

Anthony N Depersio

Advising Support Specialist

Alan Gilmore

Compliance Officer

Jen Goldman

Fractional Operations Transformer & Integrator

"Coach" Joe Lukacs

Fractional High-Performance Coach