Meet
Our Team
The CG Advisor Network (CGAN) was born from the pursuit of true independence, founded in 2005 by financial advisors working in captive mega-firm models. Taking stock of the wealth management space, CGAN founders realized that, just like they were, many advisors were looking to run their practices independently but needed the platform and back office support that would enable them to transition smoothly from a big box to their own shingle.
Since CGAN’s inception, our experienced professionals have worked relentlessly to support our network of 74 independent advisors managing more than 3 billion in client assets.

Ken Evangelista
CCO & OSJ

Oliver
Gooden
CFA
Investment Management
Investment Management

Brian
Sumner
CFP®, CIMA®, ChFC®
Business Development
Business Development

Joseph Crumley
Operations

Karen
Fritz
Compliance

Nicole
Kane
Operations

Dani
Staub
Operations
Partners

Anthony J. Mazzali
CFP®, ChFC®
Partner
Partner

Jeffrey J. Casey
CFP®, ChFC®, AIF®
Partner
Partner

Adam Lesperance
CFP®, ChFC®, AIF®
Partner
Partner

Dave M.
Robinson
CFP®, ChFC®, CLU®
Partner
Partner