Melville Office
Our Melville Team
Jonathan Bernstein, CFP®, CPA, PFS™, AIF®
Managing Director
Michael Bueti, CFP®
Vice President
Christopher Castellano, CFP®, CPA
Managing Director, Region Leader
Callahan Ceplenski, CFP®
Vice President
Josh Goldsmith, CPA
Senior Vice President, Head of Family Office Accounting
Lyndsey Gorham
Senior Vice President
Frank J. Lavrigata, CFP®
Managing Director
Charles Scarallo, CFP®, CPA
Managing Director
Taylor Stathis, CFP®
Senior Vice President
Rosemary Timoney, CFP®
Senior Vice President
Ian Weinberg, CFP®
Managing Director
Jared Wolfe, CPA, CFP®
Assistant Vice President
Patrick Wren
Managing Director
Molly Bowe
Advisor Associate
Kerry Bragg
Assistant Vice President, Client Service
Starr Cappetta
Assistant Vice President, Client Service Manager
Nick Crapanzano
Client Service Associate
Barbara Fried
Client Service Associate
Angela Loffredo
Vice President, Client Service Lead
Lilli Seidman
Advisor Associate
Liz Sforza
Senior Client Service Associate
Shannon Thieke
Advisor Associate
Alyson Woolbright, FPQP®
Senior Client Service Associate
Liam Smith
Advisor Associate
Frank P. Marzano, CFP®, CPA
Managing Director, Head of Wealthspire Sports and Entertainment (WSE)