IAM Advisory LLC

Jesse Pellegrino is a financial advisor at IAM Advisory LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Investment Advisors Asset Management, LLC and Royal Alliance Associates, INC. since 2016. IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses a long-term strategic asset allocation framework combined with a tactical overlay, employing low-cost mutual funds, ETFs, and individual securities selected through returns-based statistical analysis and qualitative manager review.

James Bartolacci is a financial advisor with Iam Advisory LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Iam Advisory since 2020 and previously spent 14 years at Royal Alliance Associates and 16 years at Investment Advisors Asset Management, LLC. Iam Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of long-term strategic asset allocation with a tactical overlay, using low-cost mutual funds, ETFs, and individual securities selected through returns-based statistical analysis and qualitative manager review.

Richard Rodman is a financial advisor with Iam Advisory LLC, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Royal Alliance Associates and Investment Advisors Asset Management, LLC. Outside of his advisory role, he is a published financial author and oversees equipment financing for a long-haul automobile carrier through his consulting business. Iam Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term strategic asset allocation framework with a tactical overlay and uses a combination of low-cost mutual funds, ETFs, and individual securities selected through returns-based statistical analysis and qualitative manager review.

Spencer Fried is a financial advisor at Iam Advisory LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 15 years before joining Iam Advisory. Iam Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term strategic asset allocation framework with a tactical overlay, utilizing low-cost mutual funds, ETFs, and individual securities selected through returns-based statistical analysis and qualitative manager review.

Stephen Gooditis is a CFP® professional with 37 years of industry experience, currently serving as an advisor at IAM Advisory LLC since 2020. He previously worked at Royal Alliance Associates, Inc. for 14 years and Investment Advisors Asset Management, LLC for 16 years. Outside of his advisory role, he provides notary services and offers guidance on Medicare supplement programs and various insurance products. IAM Advisory LLC offers wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term strategic asset allocation with tactical adjustments, utilizing a mix of low-cost mutual funds, ETFs, and individual securities selected through statistical analysis and qualitative review.

Stephen Kronick is a financial advisor at IAM Advisory LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Inc. and Investment Advisors Asset Management, LLC. He has been with IAM Advisory since 2020. IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term strategic asset allocation framework with a tactical overlay, utilizing low-cost mutual funds, ETFs, and individual securities selected through statistical analysis and qualitative review.

Ryan Conlin is a CFP® with 15 years of experience in the financial industry. He is currently with IAM Advisory LLC, where he has worked since 2020, following a decade at Investment Advisors Asset Management, LLC and Royal Alliance Associates, INC. Conlin is also licensed to review and recommend life insurance, long-term care, and disability income products to clients through his sole proprietorship. IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term, strategic asset allocation framework with a tactical overlay, using a mix of low-cost mutual funds, ETFs, and individual securities selected through returns-based statistical analysis and qualitative manager review.

Joseph Parsons is a CFP® with 46 years of industry experience. He has worked at IAM Advisory LLC since 2019 and previously was with Royal Alliance Associates and Investment Advisors Asset Management, LLC. IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term strategic asset allocation framework with a tactical overlay, using a mix of low-cost mutual funds, ETFs, and individual securities selected through returns-based statistical analysis and qualitative manager review.

John Bianchi is a CFA® charterholder with 33 years of industry experience, currently serving as an advisor at IAM Advisory LLC since 2020. He previously worked at Royal Alliance Associates for 14 years and has been associated with Investment Advisors Asset Management, LLC since 2005. Bianchi is a member of the CFA Institute, a nonprofit organization dedicated to ethical investment research and portfolio management. IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term strategic asset allocation framework with a tactical overlay, utilizing low-cost mutual funds, ETFs, and individual securities selected through returns-based analysis and qualitative manager review.