Who We Are
Our Team
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.
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Ryan W. Wilson, CPA, CFP®, CRPC®, AWMA®, AIF®, CEPA®
Managing Director, Financial Advisor
Mark Santaniello, CRPC®, RSSA®, AWMA®, AIF®
Financial Advisor
Alex Pucilowski, AIF®, CRPC®, CLTC®
Account Executive
Renee R. Rinaldi
Senior Registered Private Client Associate
Patti Betti, MBA
Private Client Associate
Eve Hughes
Private Client Associate
Thomas Thurber
Private Client Associate
Awards
Forbes 2026 Best-In-State Wealth Advisor
Ryan Wilson has been recognized as a 2026 Best-In-State Wealth Advisor by Forbes for the fourth consecutive year.
Forbes 2026 Best-In-State Wealth Management Team
Wilson Wealth Advisory Group has been recognized as a 2026 Best-In-State Wealth Management Team by Forbes.
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.
North Pocono Middle School Career Fair 2026
Enjoyed spending part of the day with the North Pocono Middle School students and explaining what we do as Financial Advisors and the importance of saving early.
Client Event 2025 and donation to Chop Out Hunger℠
At a recent client event, Dani Ruhf from Chop Out Hunger℠ captivated the audience as she explained the organization’s success in addressing food insecurity among children with in-school pantries for greater food access. Janney presented a donation to Chop Out Hunger℠ on behalf of each attendee.
St. Eulalia Jerry Mahon 5K
Ryan and Patti are proud to have been involved with the St. Eulalia’s Jerry Mahon 5K Run/Walk since it began in 2011—serving on the planning committee, as race-day volunteers, and occasionally as race participants. With the completion of the 15th annual race on July19th, we reflect with gratitude on all that this event has come to represent. We’re proud of the funds raised in support of our parish, humbled by the dedication of the volunteers who show up year after year, and especially thankful for the lasting friendships we’ve formed along the way—including the memory of those no longer with us.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
