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Robert Musso

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Robert has held a variety of positions including AR Manager and Staff Accountant.  He previously worked for importing and manufacturing firms where he was responsible for the Accounting and Financial Security and stability of the business.  Robert has led Teams in various departments and brings an experienced Accounting and Accounts Receivable background to HTM.  Having worked for both larger and entrepreneurial companies, Robert has almost two decades of experience and a proven track record of success. In his spare time, Robert enjoys spending time with his wife and three children, any outdoor activities, playing drums, and reading.  He currently resides in New Jersey but dislikes any cold weather.

Stephanie Luongo

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Stephanie has held a variety of positions including Broadcast Business Manager, Insurance Sales Representative, and Asst. Director for School Aged Child Care. She was previously with Powers McNalis Teebagy Luongo as Managing Partner where she was responsible for shared leadership of the firm as a member of its executive committee as well as developing and implementing strategies for accomplishing firm growth via KPIs, development of the firm’s policies and procedures, supervision over legal team litigation strategy and production, and business development/client relationships. Stephanie is most proud of the work she has done here at HTM over the last 5+ years with the hundreds of members she has been afforded the opportunity to help and the many advisors she has mentored and managed. Stephanie is a member of the Florida and Massachusetts bars, has a JD from New England Law, an MS from Simmons College and a BS from Emerson College. In her spare time, Stephanie especially enjoys spending time with her family, being a foodie, reading, movies, beach, live theatre/music, cruise travel and some casino time! The number 23 she wears around her neck is her lucky roulette number!

Judy Weiner

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Judy has held a variety of positions including Program Assistant and Administrative Assistant and was previously with North Central Texas SBDC as Sr. Administrative Coordinator where she was responsible for coordinating and managing workshops, creating marketing campaigns and social media posts, as well as maintaining the information of over 200 clients.  Judy is most proud of assisting entrepreneurs in starting their businesses, as well as helping small business owners keep their businesses alive during COVID.  Judy has a BA in English, is PACE certified and has worked over 6 years in this field. In her spare time, Judy enjoys writing, gardening, crafting, and refinishing furniture. She is currently trying her hand at writing a novel.

Juan Reyna

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Accounting Liaison:Juan has held a variety of positions including data processing assistant and was previously with Liberty Tax as a Business Accounting Specialist where he was responsible for tax preparation and bookkeeping services for several clients. Juan is most proud of increasing bookkeeping services’ productivity by transitioning to a cloud-based system and offering a variety of new client services. Juan earned a Bachelor’s degree in finance in 2019 and has over 3 years of experience in the bookkeeping field. In his spare time, Juan enjoys outdoor activities like snowboarding, going to the beach, walks with his dog, and riding his motorcycle, as well as playing and watching sports, especially basketball.

Jon Sullivan

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Jon Sullivan is a seasoned entrepreneur with over 20 years’ experience as an independent business owner and as an executive in both the for-profit and nonprofit sectors.  He has in-depth knowledge of strategic planning, sales and marketing, and fostering organizational growth.  His diverse background gives him a unique perspective on how to grow businesses and how to drive teams toward success. After serving as a naval officer and teaching at his alma mater, The Citadel, Jon’s entrepreneurial spirit led him to establish an independent real estate practice with the fastest growing real estate company in North America.  After a successful first year in sales, Jon was selected to turn around a struggling franchise in Orange Park, FL.  Within 20 months that office went from being unprofitable to doubling its salesforce, earning a profit and being recognized for highest per agent sales productivity in North Florida. Following his time in real estate, Jon joined a national nonprofit with a mission of assisting post 9/11 service members wounded in the Global War on Terrorism in 2009. Hired as a fundraiser, Jon quickly established several multimillion-dollar revenue channels which allowed the organization to raise over $1B in less than 10 years.  Jon also served in several executive roles on the operations side of the organization, where he led international teams of over 100 staff members responsible for delivering services to over 100,000 wounded warriors and their families.  Jon’s efforts led to the organization growing to the 45th largest charity in the U.S., being named the Harris Poll Equitrends “Brand of the Year,” and the NonProfit Times “Best nonprofit to work for.” More importantly, the organization’s combined efforts forever changed the way wounded warriors are thought of and cared for in this country. In addition to his undergraduate degree, Jon earned a Master of Public Administration degree from the College of Charleston.  He lives in Jacksonville, FL with his wife, a local attorney, and two young children.  Despite having lived in the South for the past 3 decades, Jon remains a die-hard Bostonian and fan of the Patriots, Red Sox, Celtics and Bruins.

Jonathan Gonzalez

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Jonathan developed an early interest in technology. As a child Jonathan was always curious about how things work, especially technology. This curiosity to take apart and figure out every device that ended up in his hands is what drove him towards Engineering. Jonathan is most proud of contributing to How To Manage a Small Law Firm’s technology systems. He has a bachelor’s degree in computer engineering from Florida International University, where he focused on Data System Software, Networking Engineering, and Cybersecurity.When Jonathan isn’t immersed in all things technology, he enjoys exploring the outdoors and activities such as hiking, camping, running, mountain biking, snowboarding, bouldering, and snorkeling.