Lanny Rosenbaum

I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.

Andrew Bullock is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1998, he has served clients as part of the Dolfi Bullock Team, employing a goals-based wealth management approach. Andrew specializes in working with families to build wealth for retirement and is particularly focused on delivering Merrill’s 401(k) platform to businesses and non-profit organizations. His experience supports 401(k) plan sponsors in driving successful retirement outcomes for their employees. Andrew holds a B.A. from the State University of New York at Geneseo and several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers divorce transition planning, family wealth management strategies, corporate benefit services, and socially responsible investing, among other areas. A lifelong resident of Clifton Park, New York, Andrew and his wife Amy have three teenage children. The family enjoys an active lifestyle, participating in activities such as skiing, wake surfing, fishing, and lacrosse. Andrew is also involved in community organizations including the Regional Foodbank of NENY, Ronald McDonald House Charities, and local lacrosse booster clubs.

Andrew Altieri is a Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop and implement personalized financial plans tailored to their specific needs. His approach is based on a clear process emphasizing integrity and candor. Andrew has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President. Prior to joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2013 to 2015.

James Coker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2009 and joined Merrill Lynch in June 2012. He focuses on developing strategies for institutions, businesses, and high-net-worth individuals and their families to help them pursue their short- and long-term financial goals. James holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, earned in 2015, and the Certified Investment Management Analyst® (CIMA®) designation, earned in 2017 in conjunction with the Yale School of Management. He also holds a master's degree in music and a post-graduate diploma from Purchase College, State University of New York, as well as a bachelor's degree and a master's degree from The College of Saint Rose. In his leisure time, James performs on the double bass with local symphony orchestras at venues such as the Troy Music Hall. His interests also include boating, golfing, ice hockey, music, racquetball, skydiving, traveling, and woodworking.

Matthew Gallant is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2016 and joined Merrill Lynch in March of that year. Prior to his work in wealth management, Matthew held a position in product management at Travelers Insurance Company. Matthew’s practice emphasizes developing and maintaining goals-based financial strategies tailored to clients’ individual priorities. His areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He provides ongoing measurement and follow-ups to track progress toward clients’ specific financial goals. Matthew holds a bachelor's degree in mechanical engineering with a minor in economics from Virginia Polytechnic Institute and State University. He also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). Outside of work, Matthew enjoys basketball, biking, football, golfing, skiing, spending time with his family, and watching movies.