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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 Wealth Advisors 2026
Congratulations to Gary Lukachinski for being recognized as a 2026 Forbes Best-In-State Wealth Advisor
Forbes Best-In-State Wealth Management Teams 2026
The Simmons Point Group named to Forbes 2026 Best-In-State Wealth Management Teams list
Forbes Best-In-State Next-Gen Wealth Advisors 2025
Congratulations John R. Cortapasso Jr. on being ranked one of Forbes Best-In-State Next-Gen Wealth Advisors for 2025
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
Victor Argentina
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: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.