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-scaled

Ken Evangelista*


CCO & OSJ
Oliver-Gooden-scaled

Oliver
Gooden

CFA
Investment Management
Brian Sumner headshot

Brian
Sumner

CFP®, CIMA®, ChFC®
Business Development
Joe-Crumley

Joseph Crumley


Operations
Karen Fritz

Karen
Fritz*


Compliance
Preston-Livingston-scaled

Preston Livingston*


Compliance
Nicole Kane

Nicole
Kane


Operations

Partners

Anthony Mazzali

Anthony J. Mazzali

CFP®, ChFC®
Partner
Jeffrey J. Casey

Jeffrey J. Casey

CFP®, ChFC®, AIF®
Partner
Adam Lesperance

Adam Lesperance

CFP®, ChFC®, AIF®
Partner
Dave Robinson

Dave M.
Robinson*

CFP®, ChFC®, CLU®
Partner

*Affiliated with Geneos Wealth Management, Inc.