Jonathan Lomonaco

Angela Phillips is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 16 years of industry experience. She has worked at several firms including Wells Fargo Advisors, Mass Mutual Investors Services, and Guardian Life Insurance Company before joining Consilio Wealth Advisors, LLC, where she has been since 2021. Outside of her advisory role, she is also an independent insurance professional, spending a small portion of her time on insurance sales. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a combination of Modern Portfolio Theory and fundamental analysis with a long-term investment orientation, offering customized allocations and the use of various investment vehicles including mutual funds, ETFs, individual securities, alternative investments, and options contracts.

Michael Restivo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at UBS Financial Services Inc and Brighton Securities Corp. He is co-owner of Hicks Restivo LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios across a broad range of securities and insurance products.

Stephen Hicks is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Brighton Securities Corp. for 18 years before joining Commonwealth and RFG Associates in 2025. Hicks is also co-owner of Hicks Restivo LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Mark Helak is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2022. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, serving a diverse client base through tailored advisory services.

Milenda Kilby is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advisory work, Kilby serves on the Board of Directors for the Pavilion Elementary School Parent Teacher Organization and volunteers as the treasurer for the Hollwedel Memorial Library. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Shari Salim is a financial advisor with LPL Enterprise, holding a Series 66 designation. She has six years of prior experience at Keith S Roth LLC and has also worked at Zielinski Agency, Yancey's Fancy, Kohl's Department Store, and Pembroke Central School District. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a range of securities and insurance products available through affiliated entities.