CFM Advisors Inc

Matthew Stendardi is a financial advisor at CFM Advisors Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Paychex, Inc. before joining CFM Advisors in 2025. CFM Advisors provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on non-discretionary portfolio management, manager-of-managers programs, pension consulting, and financial planning. The firm uses a variety of analytical approaches and emphasizes asset allocation and manager selection to align with client objectives.

Michael Panella is a financial advisor at CFM Advisors Inc with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Paychex and OneDigital Investment Advisors. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on individual portfolio management, manager-of-managers programs, pension consulting, and financial planning. The firm delivers non-discretionary advice and employs various analytical approaches, emphasizing asset allocation and manager selection to align with client objectives.

Lyle Hardgrove is a financial advisor at CFM Advisors Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Paychex Securities Corporation and ADP Broker-Dealer, Inc. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on individual portfolio management, manager-of-managers programs, pension consulting, and financial planning. The firm delivers primarily non-discretionary advice, emphasizing asset allocation and manager selection through various analytical approaches.

John Romano is a financial advisor at CFM Advisors Inc with 21 years of industry experience. He has been with CFM Advisors since 2006 and holds a Series 63 designation. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses. The firm focuses on non-discretionary advice, employing various analytical approaches and emphasizing asset allocation and manager selection to meet client-specific investment policies.

William Bonacci is a financial advisor at CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at CFM Advisors since 2018 and previously was with Sentinel Benefits & Financial Group from 2015 to 2017. CFM Advisors provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on non-discretionary advice with an emphasis on asset allocation and manager selection. The firm manages approximately $3.49 billion across more than 2,000 clients with a manager-of-managers approach and prepares personalized investment policy statements for its clients.