Milestone Asset Management Group, LLC

Danielle Barbato is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Milestone Asset Management Group, LLC and has previously worked at New England Private Wealth Advisors, Amon & Associates, and Charles Schwab & Co., Inc. Barbato also serves as a notary public. Milestone Asset Management Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis in customized investment plans that include global equities, ETFs, and fixed income, and it offers both traditional management and Betterment Institutional platform advisory services.

Richard Lo Presti is a CFP® with 20 years of industry experience, currently serving as an advisor at Milestone Asset Management Group, LLC since 2018. His prior experience includes roles at Edward Jones and Baker Avenue Asset Management LP. Milestone Asset Management Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis to create individualized investment plans, emphasizing high-quality companies and targeted mid-cap opportunities while also providing plan services under ERISA 3(21) and 3(38).

Adam Kalender is a CFP® with 28 years of industry experience, currently serving as an advisor at Milestone Asset Management Group, LLC. His prior roles include positions at Lion Street Financial, Madison Advisory Services, Inc., and Royal Alliance Associates, Inc. Kalender also works as an instructor for adult education retirement planning workshops at Rockland BOCES. Milestone Asset Management Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis to tailor investment plans using global equities, ETFs, and fixed income, and it operates a dual model offering traditional discretionary management alongside advisory services through platforms like Betterment Institutional.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Milestone since 2016 and at Visionary Private Wealth Management Group since 2014. Mezheritskiy hosts and writes for the podcast "Fresh Perspective Planning," which covers general financial topics. Milestone Asset Management Group serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with a diversified investment approach and offers both traditional discretionary management and advisory services through platforms like Betterment Institutional.

Cole Wolkner is a financial advisor at Milestone Asset Management Group, LLC with Series 63 and Series 65 licenses. He has been in the industry since 2025, with prior experience that includes roles at NYLife Securities LLC, New York Life Insurance Company, and Hope & Main. Outside of finance, he has experience managing a miniature golf and ice cream parlor. Milestone Asset Management Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses a dual operating model combining traditional discretionary management with advisory services through platforms like Betterment Institutional, focusing on tailored investment plans that include equities, ETFs, fixed income, and income-generating strategies.