Meet The Team

Getting To Know Us

Our dedicated team is here to guide you through life's milestones with personalized, impactful advice — and a bit of fun along the way.

Alexander Guiliano, CFA, CPFA®, CEPA®

Alexander Guiliano, CFA, CPFA®, CEPA®

Founder, Managing Partner, Chief Investment Officer

Colleen DiPaola, CFP®

Colleen DiPaola, CFP®

Senior Wealth Advisor

Renee Purita

Renee Purita

Director of Client Relations

Debbie Appaluccio

Debbie Appaluccio

Director of Client Relations

Our Extended Team - Strategic Wealth Services

Steven Manners

Steven Manners

Senior Marketing Consultant

self-employed-retirement-plans=Self-Employed Retirement Plans my-retirement-savings=My Retirement Savings understanding-your-estate-tj5cv=Understanding Your Estate common-tax-filing-errors-to-avoid-tj5cv=Common Tax Filing Errors to Avoid take-charge-of-your-401k-tj5cv=Take Charge of Your 401k 8-timeless-principles-of-investing-tj5cv=8 Timeless Principles of Investing partnership-with-lpl-kf26a=Partnership with LPL lpl-by-the-numbers-fdc80=ABOUT LPL