Blaise J. Milanek

Blaise J. Milanek has been providing investment and estate planning for his clients since 1994. He is President and head wealth advisor at Milanek Family Wealth Management. Blaise also is a Registered Principal with LPL Financial. LPL Financial is the largest independent broker-dealer in America.*

For over 30 years, Blaise has offered a comprehensive approach to investment and estate planning. “At Milanek Family Wealth Management, I listen carefully to each client and come to understand their unique situation, their stage in life and their goals for the future. I then assess my client’s big picture and provide objective opinions and sound independent recommendations. Finally, I consistently monitor the customized plan for performance and goals.”

Client trust is the foundation of Blaise’s success. “I want my clients to know that I am in tune with the designed plan and all that it encompasses. This is a very fluid process. Changes in life are constant. I want my clients to know that I will always be there for them.”

Blaise earned a B.S. in Marketing from the Smeal College of Business at Pennsylvania State University. He is licensed Series 7, 24, and 63 through LPL Financial. He also holds a Certified Income Specialist (CIS) designation and Certified Exit Planning Advisor (CEPA). Blaise also maintains his Pennsylvania resident life and health insurance licenses.

When not working diligently for his clients, actively participating in the community, or playing golf, Blaise can often be found with his wife of 34 years, Amy. Blaise and Amy have three children, Blaise W., Cassie, and Spencer. They have resided in Malvern, PA for over 25 years and have recently built their dream home at the Jersey Shore in Brigantine, NJ.

*Based on total revenues, Financial Planning Magazine June 1996-2020

Blaise W. Milanek

Blaise is a Wealth Management Advisor who works closely with clients to deliver comprehensive financial planning, portfolio management, and ongoing investment oversight. He is committed to building long-term relationships and serving as a trusted resource as clients navigate important financial decisions.

He partners with individuals and families to bring clarity and structure to their financial lives through thoughtful planning, disciplined investment strategies, and consistent, personalized guidance.

Blaise graduated from Lehigh University with a degree in Finance and has continued to strengthen his expertise through professional development, earning the Certified Exit Planning Advisor (CEPA®) and Accredited Wealth Management Advisor (AWMA®) designations while gaining valuable real-world client experience.

He resides in Conshohocken, Pennsylvania, and outside of work, enjoys playing soccer and spending time with friends and family.

Franci Neill

Franci serves as a primary point of contact for clients, fostering relationships built on responsiveness and meticulous attention to detail. She views every client’s interaction as a long-term partnership and takes pride in navigating complex inquiries with precision and care.

As Executive Assistant to Blaise, Franci leverages over 25 years of financial services expertise to drive the team’s operational excellence. With a degree in Communications and Advertising from Southern Illinois University at Carbondale, she combines a background in life brokerage and wealth management to deliver sophisticated, seamless client experiences.

Outside of the office, she is actively involved in the indie book community. She enjoys blogging, proofreading, beta reading, and supporting bestselling authors with their social media presence—along with reading as much as she can. At home, she is kept on her toes by her spirited two-year-old dog, Ellie Grace—aptly named after two of her favorite authors’ female characters.

Cassie Milanek

Cassie Milanek is the Director of Client Relations at Milanek Family Wealth Management, where she plays a key role in overseeing the client experience and building strong, lasting relationships. She is passionate about ensuring each client receives attentive, personalized service.

Cassie graduated summa cum laude from the University of South Carolina with a degree in Psychology, a background that enhances her ability to understand client needs and deliver a thoughtful, client-first approach. She works closely with clients to support seamless onboarding, ongoing service, and overall client satisfaction. Working alongside her father and brother is especially meaningful to her, and she is excited to be part of the firm’s continued growth.

Outside of the office, Cassie enjoys spending time at the beach, walking her dog Finley, and cheering on her favorite Philadelphia sports teams. She and her fiancé, Kc, recently moved into their new home in Norristown, Pennsylvania, and look forward to all that the future holds.

Joseph B. Elliott III, CFP® AIF®

In 2019. Joe Elliott founded Independence Square in order to build a truly independent wealth management consulting firm that could provide both advisors and clients the benefits of alignment with LPL, the largest independent broker dealer in the country, as well as the customized attention of a boutique firm, which has since grown to more than 40 advisors. He now leverages his 20+ years of industry experience to help Independence Square’s individual and institutional clients pursue their investment and wealth management objectives.

Joe is very active in the local community and in industry organizations, including his appointment to the Corporate Council of Children’s Hospital of Philadelphia, and is also very involved with Entrepreneurs’ Organization, where he is currently a board member of the Philadelphia chapter.

Joe is a graduate of James Madison University, where he received a Bachelor of Business Administration degree in Finance. Joe also maintains the CERTIFIED FINANCIAL PLANNER TM (CFP®) and Accredited investment Fiduciary (AIF®) industry designations. Joe and his wife and three daughters reside in Ardmore, PA.

Zachary Mineur, CFA, CFP®

Zachary Mineur is the Chief Investment Officer at Independence Square Advisors, where he works directly with clients and the firm’s advisors to build and manage investment portfolios tailored to each family’s goals, timeline, and values.

Zach began his career on a trading desk where his team managed more than $4 billion in assets. That foundation gave him a rigorous, data-driven perspective on markets that he brings to every client relationship. He joined what is now Independence Square Advisors in 2015 and was named Chief Investment Officer within 18 months.

Over more than a decade in wealth management, Zach has guided clients through some of the most volatile markets in modern history, always driven by the same principles: cut through the noise, focus on the long-term plan, and make decisions grounded in evidence rather than emotion.

He holds the Chartered Financial Analyst designation (CFA), widely regarded as the most rigorous credential in investment management, and the Certified Financial Planner designation (CFP®), reflecting his commitment to comprehensive financial planning.

Zach is a graduate of Rowan University in South Jersey, where he studied Finance and Political Science. Outside the office you can find him on the golf course, the basketball court, or pestering his wife Christina and their growing family at their home in Media, Pennsylvania.

Karen McCarthy

Karen McCarthy is the Chief Operations Officer for Independence Square. She has over 10 years experience in the financial services industry and over 20 years of client service experience. She is highly motivated and growth focused.

She loves animals and volunteers at the Main Line Animal Rescue but her favorite dogs are her two Italian Greyhounds.

In her free time, you can find her enjoying the outdoors, learning new technology, or cheering on Notre Dame.

Kaleb Burns

Kaleb Burns is the Chief Compliance Officer for Independence Square Advisors.

Kaleb started his career in the banking industry as a head teller and universal banker and then worked his way into the securities industry as a sales assistant, advisor, supervising principal, and now CCO. He has over 11 years experience in the securities industry and over 15 years combined within the financial services industry. He currently holds his Series: 7, 63, 65, 24, 53, and 4 licenses. He is detailed oriented, analytical, and dedicated to ensuring the adherence to federal and state securities regulations.

Kaleb has been married to his wife, Holly, for 14 years. They have 3 kids; Karson, Kameron, and Kennedy, as well as a Boxerdoodle, Phil. He spends most of his free time with his wife and kids; whether it be vacationing in Rehoboth or taking their kids to their various sporting activities.

Tim D'Orazio

Tim Dorazio is a Investment Analyst at Independence Square Advisors that focuses on trading, research, investment strategy and providing support to the financial advisors under the Independence Square Advisors umbrella.

Tim is committed to the financial services industry, having graduated from Worcester State University with a Bachelor of Science. With more than six years in financial services, he is committed to growing his knowledge and is a Level II Candidate in the CFA Program.

Tim currently resides in Warrington, PA and in his free time he enjoys playing golf, teaching ice hockey and spending time with family and friends. He is a passionate Philadelphia Flyers fan who in hopes one day of seeing a Stanley Cup come to town.

Chelsea Mineur

Chelsea Mineur is the Director of Marketing & Engagement at Independence Square Advisors. She brings a decade of experience in public relations and brand management to the firm's marketing, communications, and client engagement efforts.

Prior to joining Independence Square, Chelsea spent eight years at Fox Rothschild, an Am Law 100 firm, where she supported a network of 1,000 attorneys. Her career in media relations and brand management began at the Miss America Organization where she oversaw public relations for MAO and the competition's annual broadcast on ABC.

She earned her B.A. in Communication & Media Studies from Stockton University. Outside of the office, you can find her paddling around on her kayak or exploring the outdoors on a local hiking trail.