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.

Scott Dell’Orfano
Chief Executive Officer

Paul Lonergan
Chairman of the Board

Ken Zannoni, CFP®
President,
Chief Wealth Officer
Chief Wealth Officer

Rich Villiotte
President,
Chief Operating Officer
Chief Operating Officer

Jennifer DeSisto, CFA, CAIA®
Chief Investment Officer

Erin Wendell, CPA
Chief Financial Officer

Michael Galvin, CFP®
Executive Managing Director

Candace Cavalier, Esq.
Chief Compliance Officer,
General Counsel
General Counsel

Tamara Gardner, SPHR®
Chief People & Culture Officer

Jennifer Adams, CFP®
Wealth Manager

Matthew Bean
Wealth Manager

Hillary Bender, FPQP™
Senior Relationship Manager,
Team Lead
Team Lead

John Berry, AAMS®
Wealth Manager

Christopher Bleuher
Managing Director

Scott Bracey
Portfolio Analyst

Robert Breslin, CFP®
Wealth Manager

Reginald Burroughs, CFP®
Wealth Manager

Sarah Caine, CFP®
Wealth Manager