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Team
William J. O’Neill, AIF®
Managing Director, Wealth Manager

William J. O’Neill, AIF®, is a seasoned financial professional with over 25 years of entrepreneurial experience and a strong foundation in investment property ownership. A graduate of Merrimack College with a Bachelor’s degree in Finance, Bill holds Series 7, 63, and 65 securities licenses, along with the prestigious Accredited Investment Fiduciary® (AIF®) designation.
Bill’s unique blend of hands-on business experience and deep financial expertise positions him as a trusted advisor in wealth management, tax strategy, and real estate securities. His approach is grounded in integrity, education, and a commitment to helping clients navigate complex financial decisions with clarity and confidence.
Sean D. Whalen, CFP®, MSF, CPWA®
Managing Director, Wealth Manager

Sean D. Whalen, CFP®, MSF, CPWA® has over 25+ years of experience in financial services and wealth management. He started his love for investing early on. He made his first investment in a stock before he was a teenager with help from his mother and father. He studied business and finance at Seton Hall University and later got his Master’s in Finance at Brandeis University. He started his investment career at Bear Stearns then Morgan Stanley in Boston. The Boston offices were some of the top offices in the country year in and year out, so it was a great place to learn from. He later transitioned to Sovereign Bank (later know as Santander Bank) and helped build out the wealth management program there. The last decade he has spent his time in the independent wealth management channel where he thinks clients are best served. His focus is financial planning, wealth and investment management and tax deferral strategies when selling real estate or a business.
Dennis P. Chandler
Financial Consultant

Dennis P. Chandler has over 35 years of experience in investment management, financial services and global client management. Dennis received his undergraduate degree in economics from the University of Massachusetts, Amherst and earned his MBA from the Carrol School of Management at Boston College. Additionally, Dennis holds Series 7, 63, and 65 securities licenses with FINRA.
Dennis has extensive experience across investment management, banking and financial services, having held positions as SVP, Relationship Manager for Old Mutual Asset Management, Managing Director, Global Client Management with the Bank of New York Mellon and most recently as Chief Operating Officer for Asset Strategy.