Next Level Private LLC

Gary Raniolo is a financial advisor at Next Level Private LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2015 to 2021. Outside of his advisory role, he is involved with two nonprofit lacrosse organizations, Predators Lacrosse LLC and Rye Youth Lacrosse. Next Level Private serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios, and manages over $1 billion in assets with a nine-advisor team.

Barry Mitchell is a financial advisor at Next Level Private LLC with 37 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Next Level Private in 2021. Mitchell holds Series 63 and Series 65 licenses and is also a licensed insurance professional. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios and emphasizes customized strategies through ongoing client contact and portfolio monitoring.

Matthew Giller is a financial advisor at Next Level Private LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services, LLC and Northwestern Mutual Investment Services LLC. In addition to his advisory role, he is a licensed insurance agent involved in implementing insurance recommendations. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios and operates as a fiduciary with a focus on customized strategies and ongoing client engagement.

Jean Riordan is a CFP® with 34 years of experience in the financial services industry. She is currently with Next Level Private LLC, a firm she joined in 2026, following prior roles at Vision Retirement, LPL Financial, Lexco Wealth Management, National Planning Corporation, and Teg FCU. Riordan holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios and operates as a fiduciary with a focus on customized strategies and ongoing client engagement.

Jennifer Piche is a financial advisor at Next Level Private LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 10 years. Piche is also a licensed insurance professional, dedicating less than 10% of her time to this role. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios and emphasizes customized strategies through ongoing client engagement.

Thomas Elliott is a financial advisor at Next Level Private LLC with a Series 65 designation and no prior industry experience before joining the firm. His background includes work at Long Island Express North and Campanella Fence, as well as completing his studies at Fairfield University. Next Level Private serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services using a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios.

Philip Johanson is a financial advisor at Next Level Private LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at UBS Financial Services Inc. and the Badger Sports Club. Outside of his advisory role, he is involved as a swim instructor and camp maintenance staff at the Badger Swim Club. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios and emphasizes customized strategies through ongoing client contact and portfolio monitoring.

Simon Hudson is a Series 65-licensed advisor with Next Level Private LLC, where he has worked since 2025. He has prior experience at Atlantic Intermediaries, LLC and RFIB. Outside of advising, Hudson is involved in insurance-related ventures, serving as program head for Mission Underwriters Hudson Series, LLC, and president of Simon The Entrepreneur LLC, which provides insurance advisory services. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios and operates as a fiduciary offering customized strategies with ongoing portfolio monitoring.

Stephen Bohmert is a financial advisor at Next Level Private LLC in Harrison, NY, holding a Series 65 credential. He has experience working at several financial institutions, including BCB Bancorp, Inc., First Bank of New Jersey, and Investors Bank / Citizens Financial Group, Inc. Outside of his advisory role, no additional business activities are noted. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis to build diversified, primarily long-term portfolios and emphasizes customized strategies through ongoing client contact and portfolio monitoring.

John Kenney Jr. is a Series 65-licensed financial advisor with Next Level Private LLC, bringing one year of industry experience. Prior to joining Next Level Private, he worked at Arbor Realty Trust for six years. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a mix of fundamental and technical analysis to build diversified, primarily long-term portfolios and emphasizes customized strategies through ongoing client engagement and portfolio monitoring.

Russell Baker is a financial advisor with Next Level Private LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Next Level Private since 2022 and previously held roles at C-19 Safety First and Tullett Prebon Financial Services LLC. Next Level Private serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of fundamental and technical analysis to build diversified, primarily long-term portfolios and emphasizes customized strategies supported by ongoing client communication and portfolio monitoring.

Maggie Smith is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Next Level Private LLC since 2021 and previously spent eight years at UBS Financial Services, Inc. Next Level Private LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm utilizes both fundamental and technical analysis to build diversified, primarily long-term portfolios and operates as a fiduciary emphasizing customized strategies and ongoing client engagement.

Joseph Blaney is a financial advisor at Next Level Private LLC with one year of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, Blaney serves as President of the Joe Namath Foundation, a charitable organization supporting children's charities and neurological research, and is CEO of Broadway Joe Media, a media and marketing company. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a mix of fundamental and technical analysis to build diversified, primarily long-term portfolios and operates as a fiduciary with a focus on customized strategies and ongoing client contact.