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-scaled](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/Ken-Evangelista-scaled-1-e1642690310539-1024x1024-square.jpeg)
Ken Evangelista
CCO & OSJ
![Oliver-Gooden-scaled Oliver-Gooden-scaled](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/Oliver-Gooden-scaled-1-e1642690228421-1024x1024-square.jpeg)
Oliver
Gooden
CFA
Investment Management
Investment Management
![Joe-Crumley Joe-Crumley](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/Joe-Crumley-e1642690285792-1024x1024-square.jpeg)
Joseph Crumley
Operations
![Karen Fritz Karen Fritz](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/qi5GA8a1Rg68D16ZGNNspA_thumb_2ef0-square.jpg)
Karen
Fritz
Compliance
![Nicole Kane Nicole Kane](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/Nicole-Kane-1-1-square.png)
Nicole
Kane
Operations
![Dani Staub website Dani Staub](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/Dani-Staub-website-square.png)
Dani
Staub
Operations
Partners
![Anthony Mazzali Anthony Mazzali](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/Anthony-Mazzali-683x1024-square.jpg)
Anthony J. Mazzali
CFP®, ChFC®
Partner
Partner
![Jeffrey J. Casey Jeffrey J. Casey](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/KT63xKxT0Oxvzx9Hknow_thumb_2eef-square.jpg)
Jeffrey J. Casey
CFP®, ChFC®, AIF®
Partner
Partner
![Adam Lesperance Adam Lesperance](https://cgadvisornetwork.com/wp-content/uploads/bb-plugin/cache/cyA1UdssSU2RHZpJ6Jl0gw_thumb_2eee-square.jpg)
Adam Lesperance
CFP®, ChFC®, AIF®
Partner
Partner