Executive Assistant

Jill Sirot

Jill  graduated from Syracuse University where she majored in Social Work.  During her years at Syracuse, she was able to enhance her creative, collaborative, and problem-solving skills through her involvement both in and out of the classroom.

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Registered Representatve

Steven Sirot​

Steven is both a Registered Representative and a licensed Insurance Producer in the Securities industry with over 25 years of experience. Steven educates his clients on how to best plan to achieve their financial goals by utilizing a holistic approach to create efficiencies which then help to maximize opportunities.

Financial Advisor

Steve Melchiorri, CFF®, CLU®, CHFC®

Steve is a registered investment advisor representative with over 23 years of service and experience in the financial services industry dedicated to empowering clients through comprehensive financial planning that focuses on retirement income, liquidity, and legacy.

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Client Services & Operations Manager

Jaymie Braman

Jaymie brings over 18 years of experience in the financial services industry, serving as a key client contact and overseeing the client service experience from onboarding through every stage of the relationship. She also manages firm operations and systems to ensure a smooth, organized, and consistently reliable client experience.

Operations & Systems Coordinator

Matt Braman

Matt brings over 20 years of experience in operations, systems support, and team leadership, ensuring accuracy, efficiency, and smooth workflows behind the scenes so advisors can focus on serving clients. His expertise in managing processes, systems, and data helps keep the team organized, consistent, and mission-ready.