Advisors at this firm
Edward B
Series 66
Syracuse, NY
Rialto Wealth Management
Edward Barno is a financial advisor at Rialto Wealth Management with six years of industry experience. He holds the Series 66 designation and previously worked for Rockbridge Investment Management, LLC from 2015 to 2022. Barno serves as a trustee on the board of Christian Brothers Academy, a private Catholic junior/senior high school in Syracuse, NY. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios using primarily low-cost, non-actively managed mutual funds and ETFs, incorporating options strategies for downside protection as needed.
Rachel R
Series 63, Series 66
Syracuse, NY
Rialto Wealth Management
Rachel Ryan is a financial advisor at Rialto Wealth Management with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Citigroup for nine years before joining Rialto in 2022. Rialto Wealth Management provides fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom discretionary portfolios primarily using low-cost, non-actively managed mutual funds and ETFs, incorporating options strategies and building around existing client holdings.
Ethan G
CFP®, Series 63
Syracuse, NY
Rialto Wealth Management
Ethan Gilbert is a CFP® professional with four years of industry experience. He is currently with Rialto Wealth Management and previously worked at Rockbridge Investment Management, Disciplined Capital Management, and served in the U.S. House of Representatives. Rialto Wealth Management provides fee-based investment management and financial planning to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios primarily using low-cost, passive mutual funds and ETFs, and offers qualified retirement plan consulting and fiduciary advice.
Michael A
Series 66
Syracuse, NY
Rialto Wealth Management
Michael Antonacci is a financial advisor at Rialto Wealth Management in Syracuse, NY, with nine years of industry experience. He holds the Series 66 designation and previously worked at Rockbridge Investment Management, LLC and The AYCO Company, L.P./Mercer Allied. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a primarily passive investment approach using low-cost mutual funds and ETFs, with custom portfolios guided by modern portfolio theory and options for downside protection.
Kevin S
CFP®, Series 66
Syracuse, NY
Rialto Wealth Management
Kevin Sullivan is a CFP® and holds a Series 66 license with 19 years of experience in the financial industry. He has worked at Rialto Wealth Management since 2025 and previously spent nine years at Rockbridge Investment Management, LLC, and seven years at Cadaret, Grant & Co., Inc. as well as Solvay Bank. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes custom, discretionary portfolios using primarily low-cost, passive mutual funds and ETFs, with options for downside protection and tailored client solutions.
Jeffrey W
Series 63, Series 65
Syracuse, NY
Rialto Wealth Management
Jeffrey Watson is a financial advisor at Rialto Wealth Management in Syracuse, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pinnacle Investments, LLC and TIAA-CREF. Rialto Wealth Management provides fee-based investment management and financial planning to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a primarily passive investment approach using low-cost mutual funds and ETFs, while offering customized discretionary portfolios and specialized retirement plan consulting.