RMR Wealth Builders, Inc.

Alec Majtenyi is a CFP® professional with 10 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He has held previous roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, The Vanguard Group, Inc., and UBER. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

James Bremis is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at RMR Wealth Builders, Inc. and previously worked at Sentinel Benefits & Financial Group and OppenheimerFunds. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Finn Case is a financial advisor at RMR Wealth Builders, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining RMR, he worked in various educational roles, including positions at the University of California Santa Barbara, Santa Barbara City College, Malibu High School, and Malibu Middle School. He also operated Malibu Delivery from 2023 to 2025. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and a range of advisory program options.

Herbert Nealy is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2018, following eight years at Calton & Associates, Inc. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Anthony Gallardo is a financial advisor at RMR Wealth Builders, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco Distributors, Inc. and Oppenheimerfunds Distributor, Inc. Outside of his advisory role, he serves as a golf coach at Morristown-Beard School. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

John Gentry is a CFP® professional with 17 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He has held previous roles at Twelve Points Wealth Management, Asset Strategy Advisors, LLC, and Global Retirement Partners, LLC. Outside of his advisory work, Gentry volunteers on investment committees for regional church organizations and consults on software product design and financial wellness applications. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client accounts managed through model-based allocations and periodic reviews.

Joseph Russo is a financial advisor at RMR Wealth Builders, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2004, with prior experience at Calton & Associates, Inc. from 2012 to 2023. Outside of his advisory role, he serves as a director for HR Ease, LLC, a benefit administration platform, and is president and director of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory program options.

Charles Catapano is a financial advisor at RMR Wealth Builders, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Calton & Associates, Inc. and Newbridge Securities Corporation. Prior to his advisory career, he was employed at Northwell Health/LIJ Medical Center. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving primarily individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives.

Nicholas Cooper is a financial advisor at RMR Wealth Builders, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at RMR Wealth Builders since 2023, following a prior role at WMS Partners, LLC. Before entering the financial industry, he was employed at Gettysburg College and Gill St Bernards High School. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Dennis Karpenko is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining RMR Wealth Builders in 2020, he worked at Calton & Associates, Inc. and Assured Guaranty. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets and serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on discretionary or non-discretionary bases.

Paul Puleo is a financial advisor with RMR Wealth Builders, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with RMR Wealth Builders since 2018 and previously worked at Calton & Associates, Inc. from 2012 to 2018. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through both wrap and non-wrap advisory programs.

Steven Sergio is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at RMR Wealth Builders since 2014 and was also associated with Calton & Associates, Inc. from 2014 to 2022. Outside of his advisory role, he is a member of Wealth Builders Ventures OC, LLC, an entity formed for investment in Orange Comet. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Alyssa Cortelyou is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. She has worked at RMR Wealth Builders, Inc. since 2015 and also maintains a role at Calton & Associates, Inc. prior to joining RMR. Her background includes earlier experience outside the financial industry. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through both wrap and non-wrap advisory programs.

Matthew Mc Hale is a Series 65 licensed advisor at RMR Wealth Builders, Inc. in Montclair, NJ, where he has worked since 2023. Prior to joining RMR, he was employed at Becton Dickinson in 2022 and attended Loyola University Maryland from 2019 to 2023. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Tim Schaffer is a Series 66-licensed financial advisor with 30 years of industry experience. He has been with RMR Wealth Builders, Inc. since 2020 and previously worked at Calton & Associates, Inc. for eight years. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a model-based, client-focused approach.