Our Associates

Our Associates

Amanda Abdoo
Supervisory Principal
See Disclosure */**/***
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Rebecca Allen
Director of Client Services
See Disclosure *
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Betty Bartolotta
Receptionist & Investment Assistant
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Chelsea Bartolotta
Account Manager
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Robert Bartolotta
President/CEO
See Disclosures */**/***
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Laura Burgart
Senior Benefits Consultant
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Thomas Burke
Investment Adviser Representative***
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Megan Burritt
Administrative Support
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Kaeri Carroll
Director of IT
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Kristina Cook
Investment Assistant
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Dan Dwyer
Investment Advisor Representative
See Disclosure ***
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Nathaniel Garfield
Vice President
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Andy Gentile
Wealth Advisor
See Disclosures */**/***
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Tim Gerlach
Senior Business Development Representative
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Elsa Guenther
Executive Assistant to
Robert Bartolotta

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Robert Hayes
Wealth Adviser
See Disclosures */***
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Charles Herendeen
Director of Group Retirement Plans, Financial Adviser
See Disclosures */**/***
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Chris Krolak
Portfolio Manager
See Disclosures */***
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Annette Lee
Small Business Specialist
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Rosann Lill
Assistant Office Manager & Individual Insurance Specialist
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Diana Lippa
Financial Advisor
See Disclosures */***
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Thomas Lyons
Operations Associate
See Disclosure ***
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Patrick Manuel
Financial Adviser
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Les Medall
Financial Adviser
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Stephen Mitchell
Trading & Operations Associate
See Disclosure ***
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Andrew Miran
Staff Commission Accountant
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Adam Morgan
Financial Adviser
See Disclosures */***
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Kristi Morgan
Investment Assistant Manager
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Vince Palumbos
Wealth Advisor
See Disclosures */***
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Jeremy Raco
Senior Vice President
See Disclosures */***
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Stephen Roehrig
Financial Adviser
See Disclosures */***
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Chris Schaeffer
Controller
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Mackenzi Springer
Investment Assistant
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Melissa Stroyer
HR Generalist
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Krystal Wentz
Account Manager
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Gil Wood
Financial Adviser
See Disclosures */***
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*Securities offered through American Portfolios Financial Services, Inc. member FINRA/SIPC.
**Advisory Services and Products offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.
*** Investment Advisory services offered by APFS Wealth Management, Inc. DBA Novem Group, which is not affiliated with American Portfolios Financial Services and American Portfolios Advisor, Inc.