Check the background of this firm on
FINRA's BrokerCheck

Our Associates

Amanda Abdoo
Supervisory Principal
See Disclosure */**/***
View Bio

Rebecca Allen
Director of Client Services
See Disclosure *
View Bio

Chelsea Bartolotta
Implementation Specialist
View Bio

Robert Bartolotta
President/CEO
See Disclosures */**/***
View Bio

Laura Burgart
Senior Benefits Consultant
View Bio

Thomas Burke
Vice President of Marketing, APFS Wealth
View Bio

Megan Burritt
Administrative Support
View Bio

Kaeri Carroll
Director of Marketing & Technology
View Bio

Doug Cook
Vice President
View Bio

Kristina Cook
Client Services Manager
View Bio

Angelo Costanza
Registered Investment Associate
See Disclosure */***
View Bio

Rob DeRider
Senior Benefits Consultant
View Bio

Christina Doody
Account Manager
View Bio

Alex Garfield
Asset Management Coordinator
See Disclosures ***
View Bio

Nathaniel Garfield
Vice President
View Bio

Rachel Gerling
Investment Assistant
View Bio

Nicole Graham
Executive Assistant to Robert Bartolotta
View Bio

Robert Hayes
Wealth Advisor
See Disclosures */***
View Bio

Charles Herendeen
Director of Group Retirement Plans, Financial Advisor
See Disclosures */**/***
View Bio

Chris Krolak
Portfolio Manager
See Disclosures */***
View Bio

Annette Lee
Small Business Specialist
View Bio

Rosann Lill
Assistant Office Manager & Individual Insurance Specialist
View Bio

Andrew Miran
Staff Commission Accountant
View Bio

Sasha Joslyn
Account Support
View Bio

Diana Lippa
Financial Advisor
See Disclosures */***
View Bio

Patrick Manuel
Financial Advisor
See Disclosures */***
View Bio

Kristi Morgan
Investment Assistant
View Bio

Aly Raco
Account Support
View Bio

Jeremy Raco
Director of Risk Management, Financial Advisor
See Disclosures */***
View Bio

Stephen Roehrig
Financial Advisor
See Disclosures */***
View Bio

Lindsey Rusek
Payroll Specialist
View Bio

John Salamone
Director of Retirement & Life Planning
View Bio

Chris Schaeffer
Controller
View Bio

Melissa Stroyer
HR Coordinator
View Bio

Krystal Wentz
Account Manager
View Bio

Gil Wood
Financial Advisor
See Disclosures */***
View Bio

*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., which is not affiliated with American Portfolios Financial Services and American Portfolios Advisor, Inc.