George Mallini is a financial advisor at Together Planning with 11 years of industry experience. He holds a Series 65 designation and has worked at Together Planning since 2015. Together Planning provides financial planning and portfolio management to individuals and families, including high-net-worth clients, as well as charitable organizations, small businesses, and retirement plan participants. The firm offers a range of services from standalone financial planning to integrated planning with investment management, using firm-developed model portfolios and Independent Managers, including ESG-oriented strategies where selected.

Judson Mallini is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Together Planning since 2015 and was previously with PRUCO Securities, LLC for nine years. Mallini holds Series 63 and Series 65 licenses. Together Planning provides financial planning and portfolio management to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm offers both standalone financial planning and integrated investment management, utilizing model portfolios, independent managers, and ESG-oriented ETFs based on client preferences.

Lia Bertelson is a financial advisor at Together Planning with 10 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to her current role, she worked at St. David's Episcopal Preschool for four years. Together Planning provides financial planning and portfolio management services to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm combines written financial plans with ongoing monitoring and uses both firm-developed model portfolios and Independent Managers, including ESG-oriented options, for investment management.