Lisa Picillo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Spinnaker Asset Management Inc. She has worked at Purshe Kaplan Sterling Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and National Financial Services, LLC. Picillo is also the owner of Picillo Advisors LLC, a holding company. Spinnaker Asset Management is a state-registered advisory firm managing approximately $38.7 million for around 178 clients. The firm serves individual and high-net-worth clients using a core-and-satellite investment approach with model portfolios primarily implemented through ETFs and supplemented by selected satellite securities.

Sarah Szabo is a financial advisor at Spinnaker Asset Management Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, Szabo serves as president of the South County Youth Lacrosse league and is a managing director at the eWomenNetwork business networking group. Spinnaker Asset Management provides financial planning, consulting, and portfolio management primarily for individual and high-net-worth clients. The firm employs a core-plus-satellite investment approach using ETF-based core allocations supplemented by actively selected securities, with client portfolios reviewed at least quarterly.

Ronald Kent Jr. is a financial advisor at Spinnaker Asset Management Inc. with 24 years of industry experience. He has been with Spinnaker since 2008 and holds Series 63 and Series 65 designations. Spinnaker Asset Management is a state-registered advisory firm managing approximately $38.7 million for around 178 clients. The firm serves individual and high-net-worth clients using a core-and-satellite investment approach with a mix of ETFs and selected securities, offering financial planning, consulting, and portfolio management services.