Meet the Team

Joe Esposito
President and Founder

John Raschella
Wealth Manager

Blake Spencer
Wealth Manager

Mario Molino
Financial Advisor

Fran Difede
Client Service Specialist,
Transition Specialist

Patricia Preiss - Client Service Associate

Farah Mohammad
Client Service Specialist

Tricia Kiernan
Client Service Specialist

Michael Aniello
Financial Advisor

Ben Berman
Wealth Advisor

Linda Borst
Financial Advisor

Dawn Bressingham
Financial Advisor

Lisa Caspare
Financial Advisor

Paul Carmichael
Financial Advisor

Baron Davis
Financial Advisor

Vincent Famulari
Financial Advisor

George Folias
Financial Advisor

Paul Kleinberg
Financial Advisor

Richard Lahn
Financial Advisor

Gary Leventhal
Financial Advisor

Thomas Musto
Financial Advisor

Eric Neuwirth
Financial Advisor

Roger Pinto
Licensed Administrator

Michael Parenti
Financial Advisor

Harry Rivenburgh
Financial Advisor

Hillard Scott Saveth
Financial Advisor

Gregg Schriro
Financial Advisor

Phil Simmons
Financial Advisor

Robert Skoff
Financial Advisor

Ryan Thiel
Financial Advisor

James Trudden
Financial Advisor

Ron Wexler
Financial Advisor

Ted Agrillo
Financial Advisor
Agrillo Financial Group

Doug Coleman
President / Wealth Advisor
Coleman Asset Management

David Gerken
Prospect Financial Services

Michael Goldfeder
Prospect Financial Services

John Hess
Financial Advisor
North Star Wealth Investors

Nicholas Iocco
Financial Advisor
NSI Group

Falgun Jariwala
Financial Advisor
North Star Wealth Investors

Greg Kennedy
Financial Advisor
Atlantic Financial Group

Jason McKenna
Financial Advisor
McKenna Financial Planning

Jay Nathan
Financial Advisor

Prospect Financial Services

Sean Rooney
Financial Advisor

Prospect Financial Services

Kristin Palermo
Sales Assistant

Prospect Financial Services

For a Free First Time Consultation
and Portfolio Review

Pinnacle Group

9 South Long Beach Road
Rockville Centre, NY 11570

516.763.9700
Fax: 516.763.9706

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David Gerken

Prospect Financial Services

David Gerken joined LPL in 2020 as a veteran financial advisor with 25 years of experience in the Insurance/Investment industry. He made his change to LPL as an independent advisor to work with his clients to build, preserve, and manage their wealth. David helps his clients plan for short- and long-term goals, such as education expenses and retirement. Prior to joining LPL, David worked at John Hancock and Lincoln Financial, where he served as a financial and insurance advisor.

David graduated from Florida State University’s College of Business where he earned a Bachelor of Science degree in Marketing. David currently holds the Series 6 and 63 licenses with LPL, as well as his Life and Health Insurance license. David currently resides in Bayport, NY with his wife Laura, and two sons Jack and James. Outside of work, he spends most of his free time playing sports with his boys. He volunteers his time coaching Little League Baseball for both of his children.

Michael Goldfeder

Prospect Financial Services

Michael Goldfeder, as a CERTIFIED FINANCIAL PLANNER™ professional, delivers the most comprehensive strategies to his clients on an individual, family and business level. CFP® certificants hold themselves to the highest level of practice standards which include a sound process and clear ethics that encompass all major areas of financial planning including:

Estate Planning

Income Tax Planning

Retirement Planning

Employee Benefits

Insurance

Investment Planning

Michael has the experience to understand how devastating mistakes and lack of planning can be. Through a professional and thoughtful process his clients are empowered to make clear and conscious decisions about the future of their family, their business and their own value.

Qualifications and Dedication:

Michael has 25 years of experience in the financial planning industry. He began his career at a regional brokerage firm that specialized in U.S. Government securities, Agency bonds and Municipal bonds. He then moved to a regional “Full Service” Broker/Dealer where his practice focused on holistic financial planning. Michael also held management roles and served as Investment Specialist for two national insurance companies. Michael is a CFP® professional and holds the Series 7, 63, 65, and the Series 24, all through LPL Financial, as well as his Life and Health Insurance license

Meet the Team

For a Free First Time Consultation
and Portfolio Review

For a Free First Time Consultation
and Portfolio Review

JOE ESPOSITO

JOHN RASCHELLA

BLAKE SPENCER

MARIO MOLINO

FRAN DIFEDE

FARAH MOHAMMAD

MICHAEL ANIELLO

BENNETT BERMAN

DAWN BRESSINGHAM

LISA CASPARE

PAUL CARMICHAEL

GEORGE FOLIAS

PAUL KLEINBERG

RICHARD LAHN

GARY LEVENTHAL

THOMAS MUSTO

ERIC NEUWIRTH

ROGER PINTO

MICHAEL PARENTI

HARRY RIVENBURGH

HILLARD SCOTT SAVETH

GREGG SHRIRO

ROBERT SKOFF

RYAN THIEL

RON WEXLER

David Gerken

Prospect Financial Services

Michael Goldfeder

Prospect Financial Services

NICHOLAS IOCCO

GREG KENNEDY

JASON MCKENNA

SEAN ROONEY

KRISTIN PALERMO

Meet the Team

For a Free First Time Consultationand Portfolio Review

For a Free First Time Consultationand Portfolio Review

JOE ESPOSITO

JOHN RASCHELLA

BLAKE SPENCER

MARIO MOLINO

FRAN DIFEDE

FARAH MOHAMMAD

MICHAEL ANIELLO

BENNETT BERMAN

DAWN BRESSINGHAM

LISA CASPARE

PAUL CARMICHAEL

GEORGE FOLIAS

PAUL KLEINBERG

RICHARD LAHN

GARY LEVENTHAL

THOMAS MUSTO

ERIC NEUWIRTH

ROGER PINTO

MICHAEL PARENTI

HARRY RIVENBURGH

HILLARD SCOTT SAVETH

GREGG SHRIRO

ROBERT SKOFF

RYAN THIEL

RON WEXLER

David Gerken

Prospect Financial Services

Michael Goldfeder

Prospect Financial Services

NICHOLAS IOCCO

GREG KENNEDY

JASON MCKENNA

SEAN ROONEY

KRISTIN PALERMO

For a Free First Time Consultation
and Portfolio Review

For a Free First Time Consultation
and Portfolio Review