Broker Check

Meet the Team

A Team That Puts Your Life Goals First

At Citadel Wealth Management, our experienced team of advisors helps you create a plan to live the best life you can with the money you have—today and in retirement. We coordinate your full financial picture, treat you like family, and guide you toward achieving your life’s goals. We look forward to working with you.


Our Advisors

AJ Hiller

AJ Hiller

Wealth Advisor

Brad Bryan

Brad Bryan, CFP®

Senior Financial Advisor

Clinton Smedley

Clinton Smedley, CFP®, CPWA®, CLU®

Wealth Advisor

Ethan Harris

Ethan Harris

Financial Advisor

Jared Stanley

Jared Stanley, CFP®

Wealth Advisor

Kirstie Primus

Kirstie Primus

Financial Advisor

Linda Bove

Linda Bove

Wealth Advisor

Robert Elwell

Robert Elwell

Senior Financial Advisor

Our Leadership

Sheri Perkins

Sheri Perkins

Senior Vice President, Chief Wealth Officer

Dean Mioli

Dean Mioli, CPA, CFP®, CIMA®, CLU®

Director of Investment Planning / Investment Professional

Courtney Gallagher

Courtney Gallagher

Program Consultant

Todd Marotta

Todd Marotta, CFP®

Vice President of Sales

Who We Serve

We offer solutions that support your goals—whether you’re building wealth, retiring, or growing your business.

View Our Clients

Our Approach

We create customized financial strategies that align with your values, goals, and long-term financial vision.

See How We Work

Contact Us

We offer personalized strategies and guidance, putting your goals first and treating you like family. Reach out today.

Get in Touch