Trusted Financial Planners

Meet the professionals who can help you pursue your goals

What We Do
Our experienced team of professionals will help ensure you receive top-tier service with a plan tailored to your retirement goals. Our team works diligently to help you feel confident knowing our plan will not only get you retired, but stay retired.
Meet Our Team

FOUNDER

Anthony Pellegrino​

Anthony Pellegrino has dedicated his practice not only to helping individuals plan for their financial future, but also remaining by their side as a partner in achieving their desired results.

PARTNER & Vice President OF WEALTH MANAGEMENT

Brian Korienek

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement. Brian has a natural passion for crafting the ideal investment portfolio to suit each client’s unique set of needs and goals.

Senior Advisors

Phillip Shaw, CFP®

SENIOR ADVISOR

Justin Reppy

SENIOR ADVISOR

Joe Davidson

SENIOR ADVISOR

Richard Lombard

SENIOR ADVISOR

Kamil Bonifaciuk

FINANCIAL ADVISOR

Harry Andler

ASSET PROTECTION SPECIALIST

Account and Servicing Specialists

Sharon Applegate

ACCOUNT & SERVICE TEAM MANAGER

Riva Rush

SENIOR ACCOUNT SPECIALIST

Amy Caria

Account Specialist

Cristina Narsolis

SERVICING SPECIALIST

Client Relations Team

Teresa Perez

CLIENT RELATIONS MANAGER

Tina Alanis

Client Relations Associate

Veronica Tripp

CLIENT RELATIONS MANAGER

Business Development Team

Ryan Hernandez

DIRECTOR OF DIGITAL MARKETING

Jillian Watson

EVENT MANAGER

Siddhi Naik

BUSINESS DEVELOPMENT COORDINATOR

Lori Prahl

BUSINESS DEVELOPMENT COORDINATOR

Matteo Pellegrino

ADVISORY SUPPORT

Operations

Melissa Schofding

OPERATIONS MANAGER

Planning

Dawn Shanahan

PLANNING MANAGER

Viet Truong

PARAPLANNING SPECIALIST

Compliance & Accounting

Compliance​

Jeff Weglarz

CHIEF COMPLIANCE OFFICER

Accounting

Melissa DaRosa

CONTROLLER

Ready For The Next Step?
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