Clinton Lynch is a CFP®-credentialed financial advisor at CW Advisors, LLC with 19 years of industry experience. His prior roles include positions at Congress Wealth Management, Apexium Financial, Charles Schwab, TD Ameritrade, and Eaton Vance Management. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies and is part of the larger Osaic corporate group, providing access to trust, lending, alternative investment platforms, and continuity solutions for independent advisors.

Sean Donovan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2025. Prior to joining CW Advisors, he worked for 13 years at Delta Financial Group, Inc. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies, with centralized investment oversight and services that extend to other registered investment advisers and pooled investment vehicles.

Debra Kriebel is a CFP® with 27 years of industry experience. She is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. for 25 years and Congress Wealth Management LLC for 5 years. She is also a partner at Waypoint Consulting Group, a non-investment-related business based in Columbia, MD. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach with active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group.

Robert Breslin III is a CFP® professional with 30 years of industry experience. He is currently with CW Advisors, LLC and has held prior roles at Congress Wealth Management LLC, Rhb LLC dba Financial Life Planning, and Financial Architects Partners, among others. Outside of his advisory work, he is involved in managing real estate properties through Prospect Street Properties. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a blend of active, passive, quantitative, and ESG strategies, with centralized investment oversight and a range of wealth management and family office services.

Elizabeth Napper is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. She is currently with CW Advisors, LLC and previously worked at Captrust, the National Rural Electric Cooperative Association, and Bb&T Asset Management, Inc. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, and family office services to a broad client base including individuals, trusts, estates, and charitable organizations. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies.

Meghan Lee is a CFP® professional with three years of industry experience, currently serving at CW Advisors, LLC. Her work history includes roles at Congress Wealth Management LLC from 2019 to present and Boston Private during 2017 and 2018. Prior to her advisory career, she was employed at Babson College for four years. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and operates within the larger Osaic corporate group providing additional trust, lending, and alternative investment platform services.

Sarah Caine is a CFP® professional with two years of industry experience, currently serving at CW Advisors, LLC. She previously worked at Agili, P.C. for 22 years. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and corporate entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and is integrated within the larger Osaic corporate group.

Connor Pay is a financial advisor at CW Advisors, LLC with Series 65 registration and one year of industry experience. Prior to his advisory role, he played professional football with the National Football League and was involved with Brigham Young University’s football program. He also attended Brigham Young University from 2020 to 2024. CW Advisors, LLC is a multi-team firm serving a wide range of clients including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with centralized investment oversight and services that extend to other registered investment advisers and private funds.

Mindy Gasthalter is a CFP® with 23 years of experience in financial advising. She is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc, Freed Advisors, and Alexandria Financial Associates, Ltd. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with centralized investment oversight through an Investment Oversight Committee.

David Locher is a financial advisor with CW Advisors, LLC in New Hope, PA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience, including 15 years at Cms Wealth Management prior to joining CW Advisors in 2025. CW Advisors is a multi-team advisory firm serving a wide range of clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies across various investment vehicles.

Diana Ianni is a CFP® professional with one year of experience in the financial advisory industry. She is currently affiliated with CW Advisors, LLC and previously worked at Delta Financial Group, Inc. for 18 years. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, and financial planning services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, and corporate entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers services to other registered investment advisers as well as managing pooled vehicles and private funds.

Jared Reilly is a CFP® professional at CW Advisors, LLC with 18 years of industry experience. He previously worked at Mercadien Securities, LLC and Mercadien Asset Management, LLC from 2007 to 2024. CW Advisors, LLC is a multi-team advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and offers services that include investment management, comprehensive wealth management, financial planning, and family office solutions.

Russell Parsons is a CFP® and ChFC® with 36 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Purshe Kaplan Sterling Investments and Parsons Capital Management, LLC. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies and is part of the larger Osaic corporate group, providing extended services such as trust and lending platforms.

John Demasi is a ChFC® with 22 years of experience in the financial services industry. He currently works at CW Advisors, LLC and has prior experience at firms including CMS Wealth Management, APW Capital, and PNC Wealth Management. Outside of his advisory role, he is a founder and co-owner of Benefit Education Specialists, LLC, which provides educational services related to health insurance and retirement plans. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with investment oversight centralized through an Investment Oversight Committee.

Mark Khozozian is a CFP® professional with 35 years of industry experience. He is currently with CW Advisors, LLC and was previously affiliated with Purshe Kaplan Sterling Investments and Aspire Wealth Management Corporation for 12 years each. CW Advisors, LLC is a multi-team advisory firm that offers investment management, wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a blend of active, passive, quantitative, and ESG strategies.

Matthew Bean is a financial advisor at CW Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Congress Wealth Management LLC and GW&K Investment Management. Based in Boston, MA, he has a background spanning roles at these firms over the past eight years. CW Advisors, LLC is a multi-team advisory firm serving a wide range of clients, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides services such as investment management, comprehensive wealth planning, family office services, and solutions for other registered investment advisers.

Thomas Raynor is a CFP® professional with seven years of experience in financial advisory services. He has worked at Congress Wealth Management LLC since 2021 and previously spent thirteen years at Pinnacle Advisory Group, Inc. He is currently affiliated with CW Advisors, LLC in Columbia, MD. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and operates within the larger Osaic corporate group, providing access to trust, lending, and alternative-investment platform services.

Siobhaun Johnson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at CW Advisors, LLC since 2010. Prior to joining CW Advisors, she worked at Fidelity for six years. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a combination of active, passive, quantitative, and ESG strategies.

Emily Kamen is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. She is currently with CW Advisors, LLC and has previously worked at Mercadien Securities, Mercadien Asset Management, and RBC Capital Markets. Outside of her financial advisory role, she teaches a weekly yoga class at a fitness studio. CW Advisors, LLC is a multi-team firm offering investment management, wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach and integrates active, passive, quantitative, and ESG strategies across various investment vehicles.

Jude Kotarides is a financial advisor with CW Advisors, LLC, holding the PFS™ designation and bringing 24 years of industry experience. He previously worked at Alliant Financial Management, Inc. for 31 years before joining Congress Wealth Management LLC. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and provides investment management, comprehensive wealth management, financial planning, and family office services.