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The Simmons Point Group
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Awards
Awards and recognitions received by The Simmons Point Group and its members.
Forbes Best-In-State Next-Gen Wealth Advisors 2026
Congratulations to John Cortapasso Jr. for being recognized as a Forbes Best-In-State Next Gen Wealth Advisor for 2026.
Forbes Best-In-State Next-Gen Wealth Advisors 2026
Congratulations to Craig Sherrer on being ranked one of Forbes Best-In-State Next-Gen Wealth Advisors for 2026
Forbes Best-In-State Wealth Advisors 2026
Congratulations to Gary Lukachinski for being recognized as a 2026 Forbes Best-In-State Wealth Advisor
Our Team
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Gary T. Lukachinski, CFP®, CRPS®, MPAS®
Managing Director / Wealth Management, Financial Advisor
Brett Marshall Reiss, JD, CFP®, CFA®
Senior Vice President/Investments, Financial Advisor
Craig Sherrer, AWMA ®
Senior Vice President/ Wealth Management, Financial Advisor
John R Cortapasso Jr., CFP®, CRPS®, AWMA ®, CLTC®
First Vice President / Wealth Management, Financial Advisor
Michael H. Oliver, MBA
Associate Vice President / Wealth Management, Account Executive
Michael P. Geisen
Assistant Vice President / Wealth Management, Account Executive
Kate Stiegelbauer Fortuna
Senior Registered Private Client Associate
Matthew Gambino, AWMA ®
Registered Private Client Associate
Isabella Nicastro
Registered Private Client Associate
Shana Kolb
Private Client Associate
Grace A. Lukachinski
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
NFBHC Pink Pearl Gala
The Simmons Point Group was proud to support the North Fork Breast Health Coalition's annual Pink Pearl Gala on April 17th, 2026.
Toys For Tots Drive
The Simmons Point Group organized a holiday toy drive to donate presents to Toys for Tots
North Fork Breast Health Coalition 5k
The Simmons Point Group was proud to sponsor the North Fork Breast Health Coalition at their 5k at Tanger on September 28th 2025 as Pink Sneaker Sponsors.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
September 14, 2026
Losing the Long End
What could today’s elevated long-term interest rates mean for the path ahead?
In his latest commentary, Guy LeBas takes a closer look at the forces shaping Treasury yields and the potential implications for Federal Reserve policy. Click the link to read the full report.
#MarketInsights #FixedIncome #JanneyInsights
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.