EXPERIENCE | INTEGRITY | FLEXIBILITY

Our Team

 

“With over 100 years of industry experience, The Independent Grid team understands the needs that are facing today’s financial advisor.  From in-house marketing support and business development consultation to administrative support, we are committed to providing you everything you need to meet the demands of your clientele.

As you strive to provide the highest levels of service and support to your clientele, as our clients, we seek to provide the same for you.”

ANTHONY M. CONTE, MSFS, CFP®

CHIEF EXECUTIVE OFFICER

As the CEO of The Independent Grid and Managing Partner of Conte Wealth Advisors, LLC, Tony followed in his grandfather’s and father’s footsteps providing creative wealth management and planning solutions for his clients, their businesses, employees, and families. He also focuses on growing our advisor base, operational efficiencies, and leading the team to new and exciting initiatives.

Tony has a Master’s Degree in Financial Services (MSFS) from Saint Joseph’s University’s Haub School of Business which included graduate coursework in areas as diverse as investment management, insurance planning, derivative securities, business accounting, tax and retirement planning, and economics. In 2011, Tony went through the rigorous CFP® process to meet professional standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients as he received his CERTIFIED FINANCIAL PLANNER™ Certification.

JOHN T. CANTLEY

OSJ DESIGNEE

As the OSJ Designee, John is responsible for the day to day compliance oversight for all advisors affiliated with The Independent Grid. John started working in the financial industry in 2010 and currently holds his FINRA Series 7 and 24 Securities Licenses.   His experience with assisting advisors in meeting client goals by handling the administration and client service work that comes from financial planning and investment management are just a few of the skill sets John brings to The Grid.

John graduated from The Pennsylvania State University with a degree in Telecommunications.

Currently residing in Harrisburg, PA, John enjoys playing disc golf, hockey, watching movies, cooking on the grill, and playing yard games.

FRANK A. CONTE, CLU, ChFC

EXECUTIVE OFFICER

Frank has built his practice on insurance and investment advice, financial planning, employee benefits programs, employer exit strategies, and wealth management for over 40 years. As an executive with The Independent Grid and Founding Partner of Conte Wealth Advisors, LLC, Frank is proud to say that much of what he learned about the field he learned from his father, Sam Conte, whose own career in the field dates back to 1960.

As an active member of the community, Frank serves on committee with Hospice of Central Pennsylvania and on the Board of Directors for Centric Bank. With Harrisburg Area Community College, Frank acts as the Trustee and Treasurer of the Board of Directors, the Chair of the Finance Committee, and sits on the Grounds and Buildings Committee.

Frank is married to his best friend of 42 years, Donna. He enjoys traveling around the world with his wife and spending time with his children and grandchildren.

JANET S. SANTIAGO

BUSINESS DEVELOPMENT COORDINATOR

Janet acts in the role of The Grid’s Business Development Coordinator.  In her role Janet is responsible for firm’s various operational services.  She currently serves as the firm’s Remote Admin, providing administrative support to advisors who may currently not have an administrative partner.

She also acts as the Transition Service Specialist for the firm, guiding and executing an advisor’s transition of their practice into The Independent Grid and Cambridge Investment Research, Inc.

Janet enjoys spending time with her husband Richard of 30 years and their daughters. In her down time can be found exercising or relaxing at the beach.

TRENT R. GAIN, AIF®, CRPC®, AAMS

CHIEF OPERATING OFFICER

Before assuming the role of Chief Operating Officer for The Independent Grid in 2016, Trent established the Relationship Management Division for one of LPL Financials’ largest hybrid producer groups, where he was the point of contact for over 460 advisors throughout the United States. Trent also acted as the Key Account Manager for the 38 Third-Party Asset Management platforms with which the firm had active selling agreements.

Trent grew up in a family steeped in military tradition and occupation, and continues to give back to our military families through his service as a mentor with the University of South Florida’s Student Veterans’ program. He is also an avid golfer and loves spending time with his family and friends.

Acting in an administrative capacity, Trent currently holds his Series 6, 7, 63, 65, and FL Life, Health and Variable Annuity licenses, Trent also holds the designations of Accredited Investment Fiduciary (AIF®), Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®)

TINA L. MAGILL

OFFICE MANAGER

Tina began with Frank Conte as his executive assistant over 13 years ago. While continuing in this role, her official title is Office Manager for both The Independent Grid and Conte Wealth Advisors.  She is the glue that keeps the office cohesive and in order.

Tina currently holds her Life/Health/Annuities License.  She provides guidance and shares her knowledge with team members through training and mentoring.

Tina resides in Mechanicsburg with her husband Neale.  She enjoys spending time with her family, scrapbooking, and just relaxing.

About The Independent Grid

Whether you are a solo practitioner or part of a larger team, ‘The Grid’ provides you an opportunity to plug in to a network of financial professionals while maintaining your independence and brand identity.

Through our relationship with Cambridge Investment Research, Inc., we are able to provide turnkey solutions tailored specifically to your needs and your business model.

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(888) 944-9725

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