Carl Noble is a CFA® charterholder with five years of industry experience. He is currently with Congress Wealth Management LLC and was previously at Pinnacle Advisory Group for 20 years. He is based in Columbia, MD. 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, pension plans, and corporations. 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 with affiliated trust and alternative-investment platform services.

Tori Benjamin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Prior to joining CW Advisors in 2025, she worked at Delta Financial Group, Inc. for eight years and Nationwide Planning Associates, Inc. for nine 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, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite portfolio construction approach using active, passive, quantitative, and ESG-oriented strategies, supported by centralized investment oversight and an affiliation with a larger corporate group.

Debra Jones is a financial advisor at CW Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Chb Investment Group, LLC and Wells Fargo Advisors. Jones is based in New Hope, PA. 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 with a combination of active, passive, quantitative, and ESG strategies.

Joseph Macellara is a CFP® with 13 years of industry experience, currently serving at CW Advisors, LLC. He previously worked for 34 years at Delta Financial Group, Inc. Outside of his advisory role, he is a partner in a real estate venture, 37 Stonehouse LLC. CW Advisors, LLC is a multi-team firm providing investment management, wealth management, financial planning, and family office services to individuals, trusts, estates, charitable organizations, and corporate clients. 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 pooled investment vehicles and private funds.

Joseph Marrocco is a CFP® professional with 12 years of industry experience, currently serving at CW Advisors, LLC. His prior roles include positions at Delta Financial Group, Inc., Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. CW Advisors, LLC is a multi-team advisory firm offering investment management, wealth planning, and family office services to a diverse client base including high-net-worth individuals, trusts, charitable organizations, and pension plans. The firm employs a Core-and-Satellite investment approach using a variety of active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group with access to related trust, lending, and alternative investment services.

Kevin Ostergaard is a CFP® and ChFC® with 11 years of industry experience. He currently works at CW Advisors, LLC and has held prior roles at Wolf Group Capital Advisors, Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Securian Financial Services. Outside of his advisory work, he manages administrative duties and property upkeep for a rental property. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and offers comprehensive wealth management and family office services.

Wayne Howell is a CFP® with 23 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. He previously worked at Delta Financial Group, Inc. for 13 years and operates an accounting and tax practice as a CPA. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, and family office services to a diverse client base that includes individuals, trusts, charitable organizations, and institutional clients. 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.

David Costigan is a CFP® with 19 years of industry experience, currently serving at CW Advisors, LLC in Boston, MA. His prior experience includes roles at Congress Wealth Management LLC, SlateStone Wealth LLC, Norton Point Strategic Advisors, and Banyan Partners, among others. He is also a managing member of SlateStone Group, a holding company. 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, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a blend of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight and relationships with affiliated service providers.

William D'agostino Jr. is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked previously at Aspire Wealth Management Corporation and Purshe Kaplan Sterling Investments for 12 years each, and at Ameriprise for 3 years. He is also a licensed insurance agent who dedicates part of his time to insurance sales and implementation. 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, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach with active, passive, quantitative, and ESG strategies, and provides services to other registered investment advisers and pooled investment vehicles.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with over 20 years of industry experience. She previously worked at Agili from 2003 to 2024 before joining CW Advisors. Pieson holds a Series 65 credential. CW Advisors, LLC is a multi-team advisory firm serving a broad client base, including 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 specialized services such as family office and sub-advisory roles.

Sean Dillon is a financial advisor with CW Advisors, LLC, holding Series 65 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Merrill. 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, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and is integrated within the larger Osaic corporate group, providing access to additional trust, lending, and alternative investment services.

Gary Droz is a financial advisor at CW Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MainLine Securities LLC and MainLine Private Wealth, LLC. In addition to his advisory role, he is a licensed insurance producer involved in insurance sales. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, and family office services.