Managing Partners
Partners
Paul Barone
Managing Director/ Growth Development Director
Executive Team
Shary Fernandez
Senior Managing Director/ Strategic Markets Director
Specialists
Todd Bass JD | AEP | CM&AA | CFMVA | CEPA | AExP
Director of Advanced Sales and Estate Strategies
Zach Fuld
Director, Planning & Design Department, Financial Advisor
Managing Directors
Chialin Cacanindin
Managing Director/ Financial Advisor
Mauricio Cano
Managing Director/ Director of Training, Contracting & Onboarding Operations
Richard Reda
Managing Director/ Director of Training
Brokerage Managers
Christopher B Hui
Insurance Brokerage/ Operations Manager
Michael D Aguas
Insurance Brokerage/ Advanced Planning Director
Marketing Team
WealthBridge Team
Mary Theori
Recruiting Manager and Executive Assistant to Richard Donado
