Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Meet Our Expert Team

The CW Advisors team embodies a wealth of experience and specialized knowledge across financial practices. Our experts collaborate to offer you consistent, informed guidance designed to enhance and protect your wealth. Get to know our dedicated team.

Ken Zannoni, CFP<sup>®</sup> Picture

Ken Zannoni, CFP^®

President,
Chief Wealth Officer

Jennifer Adams, CFP<sup>®</sup> Picture

Jennifer Adams, CFP^®

Tori Benjamin, CFP<sup>®</sup> CRPS<sup>®</sup> Picture

Tori Benjamin, CFP^® CRPS^®

John Berry, AAMS<sup>®</sup> Picture

John Berry, AAMS^®

Christopher Bleuher Picture

Christopher Bleuher

Managing Director

Robert Breslin, CFP<sup>®</sup> Picture

Robert Breslin, CFP^®

Reginald Burroughs, CFP<sup>®</sup> Picture

Reginald Burroughs, CFP^®

Sarah Caine, CFP<sup>®</sup> Picture

Sarah Caine, CFP^®

May Cheung, CFP<sup>®</sup> Picture

May Cheung, CFP^®

Brendan Collins, CFP<sup>®</sup> Picture

Brendan Collins, CFP^®

David Costigan, CFP<sup>®</sup> Picture

David Costigan, CFP^®

Senior Vice President

Bill D'Agostino, AIF<sup>®</sup> Picture

Bill D'Agostino, AIF^®

Betty Daniels Picture

Sean Donovan, CFP<sup>®</sup> Picture

Sean Donovan, CFP^®

Managing Director

Sean Donovan Jr. Picture

Sean Donovan Jr.

Gary Droz Picture

Managing Director

Marilee Falco, CFP<sup>®</sup>, ChFC<sup>®</sup> Picture

Marilee Falco, CFP^®, ChFC^®

Wealth Manager,
Principal

Mindy Gasthalter, CFP<sup>®</sup> Picture

Mindy Gasthalter, CFP^®