Athan Vorilas, CLU, CMFC, CLTC has been the CEO/President of Lighthouse Financial Network, LLC since 2008 which is
affiliated with Royal Alliance Inc. Athan began his career in 1987 as an Advisor with Prudential Preferred Financial Services
and quickly rose to the position of Managing Director of the New York Office. He founded Lighthouse Financial Network,
LLC, in order to be affiliated with an “Independent Broker Dealer” to offer a wider array of products and services to his
clients. During his tenure with both firms, he has been highly recognized with many awards and has been the recipient of
the prestigious GAMA Masters Firm Award. His passion in helping and leading other financial professionals grow their
practice is at the core of his values.

Athan continues to build his personal practice with a focus on wealth management and estate planning strategies and is a
qualifying member of MDRT, the premier association of financial professionals. His desire for helping his clients “light
their way to a secure financial future” is evidenced by the time he spends understanding his clients’ challenges, needs and
desires.

Athan has been a featured speaker on leadership topics at many industry meetings both domestically and internationally
including Greece, Canada, Singapore, Hong Kong and the Philippines. He was featured as a Main Platform speaker at
GAMA’s annual LAMP meeting in the United States, Asia and Greece. In addition, he was instrumental in establishing
“GAMA Hellas” as the first European chapter for GAMA International. Athan has served as the Chairman of the GAMA
Foundation for Education & Research and served on the GAMA International Board of Directors. His involvement in the
industry is a testament to his belief in helping others grow their practice.
Athan’s passion for involvement in community includes having run the “Bikes for Kids” charity event for the Children’s Aid
Society which provided hundreds of bicycles to underprivileged children in New York City, and most recently providing
“Bikes For Veterans “ on Long Island, NY. In 2012 Long Island Business News named him “50 around 50” business people to
watch.

Mr. Vorilas is a graduate of Hofstra University where he earned a BBA in Finance and currently serves on the Frank G.
Zarb, School of Business Advisory Board. He resides in West Islip, NY with his wife and two children where he is actively
involved in the community including serving as the current President of the St. Nicholas Hellenic Community, Babylon, NY.

575 Broadhollow Road, Melville, NY 11747

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Bruce L. Birnbaum, J.D., LL.M., CLTC, the founder of BIRNBAUM ADVISORY, has extensive experience in the areas of insurance, taxation, business, estate and financial planning.  He is also a Certified Long-Term Care Professional. 

Bruce received his Master of Laws Degree (LLM) in Taxation from New York University School of Law and earned his Law Degree (JD) from Benjamin N. Cardozo School of Law.  Bruce, who no longer actively practices law, is a Member of The New York State Bar and the Bar Association of the City of New York.

Bruce's Multidisciplinary Wealth Strategies approach is derived from his multidimensional background in the law and financial arenas which uniquely qualifies him to more effectively integrate the various components of your planning.  Bruce’s insight and advice can help enhance your ability to create, accumulate and preserve wealth for yourself and the people you care most about. By representing many different investment and insurance companies, Birnbaum Advisory offers a wide array of options and solutions to better assist you in fulfilling your goals. 

Publications:

Bruce's articles have appeared in Taxation for Lawyers, The CPA Journal, The New York Law Journal, Taxation for Accountants, Guardianship and Elder Law in New York (West Publishing) as well as other publications.
Lectures and Reference:   Bruce has lectured for The International Association for Financial Planning, The Society of Financial Service Professionals, The National Association of Insurance and Financial Advisors, The New York State Bar Association, the Nassau, Queens, Suffolk, Westchester and Bronx County Bar Associations, The New York State Society of Certified Public Accountants, The National Conference of CPA Practitioners, Baruch College Zicklin School of Business, The Estate Planning Council of Nassau County, Inc, The Hudson Valley Estate Planning Council, C. W. Post Tax Institute, New York Institute of Technology, St. John’s University School of Law, among many other professional, charitable and community organizations.  Bruce has been quoted in professional journals and other media. 

Memberships:

Bruce has served on the Executive Board of the New York State Bar Association, Elder Law Section and Chaired its Insurance Committee.  His current and past memberships include: 

• The National and New York State Associations of Insurance and Financial Advisors
• Financial Services Institute•
• The Society of Financial Service Professionals
• The New York State Bar Association
• The New York City Bar Association
• The Nassau County Bar Association
• The National Academy of Elder Law Attorneys
• The National Conference of CPA Practitioners
• The Estate Planning Council of Nassau County, Inc
• Various Community and Charitable Groups

Bruce has dedicated himself to understanding the complexities involved in the various aspects of planning and applying that knowledge for the benefit of his clients.

575 Broadhollow Road, Melville, NY 11757

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Michael D. Berk, CPA, CLU, ChFC, CLTC is a Registered Representative and Investment Advisor Representative of Royal Alliance Associates. Michael received his Certificate in International Business at the University of Copenhagen in 1984 and his Bachelor of Science degree in Business Economics from SUNY in 1986. From 1986-1988 he earned his CPA while working for the tax department of a New York City CPA firm.

In May of 1989 he joined John Hancock Financial Network, which is currently known as Lighthouse Financial Network, LLC. During his career he has earned the additional designations of CLU, ChFC, and CLTC.

His practice focuses on wealth accumulation strategies during his clients’ working years and distribution strategies during their retirement. These strategies are unique to his clients’ risk tolerance, income tax profile and their overall financial goals and objectives. Insurance counseling with a major emphasis on Long- Term Care Insurance Planning is an integral component of his practice.

In the past Michael has raised money with Team-in-Training for the Leukemia Lymphoma Society and has volunteered his time coaching the Half Hollow Hills Little League. Michael founded the Surprise Lake Camp Swim- a- Thon which he is an annual participant. This annual event raises money for underprivileged children and teenagers to experience the joy of nature along with the growth and development that is inherent in a sleep - a - way camp experience.

Michael resides in Long Beach, Long Island with his wife, Geanine.

575 Broadhollow Road, Melville, NY 11757

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Pierre M. Awadalla, Financial Advisor, represents a unique class of Financial Services professional. For almost two decades, Pierre has enjoyed the reputation of a mentor and caring team player. His wisdom and experience has helped him to elevate the client experience, as they always appreciate his continuous support, advice and service, to help his client achieve their financial goals, financial security and objectives.

Pierre has a plethora of knowledge in the industry and specializes in a combination of Estate Planning Strategies and Wealth Management, Retirement Planning, Pensions, Business Planning and Business Succession Strategies and Insurance Protection, which includes Long Term Care Insurance. Pierre continues to build his personal practice, he was a qualifying member of Million Dollar Round Table (MDRT) in 2016, the premier association of financial professionals. 

Since the early days of his career, Pierre always demonstrates an acute understanding of how to best serve his clients’ needs, who turn to him for guidance. He has helped enhance his clients’ ability to create, accumulate and preserve wealth for themselves and the people they care most about. Pierre offers a wide array of different strategies and solutions to better assist your wealth goals. 

Throughout Pierre’s career in the financial services industry, he has provided sound retirement planning, long term wealth solutions and much needed but often underutilized financial needs analysis.  In developing the most efficient strategy possible, Pierre will often consult with attorneys, accountants and other professionals as warranted to achieve an ideal strategy consistent with the clients’ long term objectives.   

575 Broadhollow Road, Melville, NY 11757

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Richard M. Bass, JD, CFA, CFP® is an Investment Adviser Representative working out of his satellite office of Lighthouse Financial Network, LLC located in Melville, NY. Richard has become a resource for financial and business matters for his clients. He takes pride in developing lifelong relationships with his clients who include everyone from successful business owners to professional athletes.

Richard has demonstrated a lifetime commitment to learning. Prior to joining Lighthouse Financial Network, Richard graduated from George Washington University with a Bachelor's degree in accountancy, winning the Accountancy Scholarship Award. He continued his education by obtaining a law degree from Hofstra University School of Law, finishing fourth in his class. While there, he participated in Law Review and interned at the National Football League Management Council.

After law school, Richard worked for several years as a corporate attorney, before realizing that his passion was helping individuals and business owners secure their financial futures. In his efforts to help his clients to the utmost, Richard obtained both a CFA and a CFP® designation.

575 Broadhollow Road, Melville, NY 11757

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Robert A. DeSanto, Senior Associate, represents a unique class of financial service professionals. For more than four decades, Bob has enjoyed the reputation as mentor and consummate industry professional. With wisdom and experience in many disciplines, he has maintained an innate intimacy with his clients assuring them of continuous support, advice and service. Specializing in a combination of wealth strategies including needs analysis and retirement planning, he utilizes a vast network of products to build solid financial foundations.

Since the early days of his career, Bob has demonstrated a keen understanding of how to best serve his clients: individuals, families and business owners alike, who turn to him for guidance, again and again. The litmus test is not in the number of clients he has gained over the years but in the inherent trust of the clients retained. This was never more evident than in today’s fast- paced, immediate gratification world, where the traditional values are the mainstay of this business: a calming voice on the other end of the phone, accurate and swift answers to questions, attention to detail and most importantly, sympathy and concern when faced with a bereft spouse. These are the characteristics that speak volumes distinguishing him from his peers.

Throughout Bob’s tenure in the financial services industry, he has provided sound retirement planning, long term wealth solutions and financial needs analysis. In developing the most efficient strategy possible, Bob will often consult the attorney, accountant, and other professionals as is warranted to achieve an optimal strategy consistent with the clients’ long-term objectives. Additionally, when appropriate, the strategy will call for the use of a particular insurance product to properly fund the strategy and fulfill the need.

While technology has provided extensive up- to – the minute information, maintaining a pulse on the industry as well as the health of the financial landscape remains the cornerstone of Bob’s philosophy. Using this knowledge, he is able to work with clients in varying life stages to determine the most appropriate solutions when considering retirement, estate conservation, education funding, wealth protection and risk tolerances.

Recognized year – over – year as a top professional in the industry by his peers, Bob is equally gratified to be a senior member of the team at Lighthouse Financial Network, LLC. In past years he has also been a trainer for the Career Development Department. In both roles, he is a contributing factor to the success of the firm, mentoring the newer associates and providing insights to even the most seasoned financial veterans.

Bob lives with his wife Regina, in Western Suffolk County. He enjoys spending time with his granddaughters, Gabrielle and Rebecca. His hobbies include attending classic car shows as well as tinkering with his prized 1952 classic car.

575 Broadhollow Road, Melville, NY 11757

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Tim Corcoran is an Investment Advisor Representative with Lighthouse Financial Network LLC, located in Melville, NY. Tim began his career in 1992 as an Institutional Municipal Bond broker with the firm Titus & Donnally in New York City. He then moved on to start his career as a Financial Advisor with New York Life in 1996.

Tim works closely with Business owners, individuals and families to advise them on ways to reach their financial goals. He follows a process that builds a trusting relationship with all his clients. He also works closely with a team of experienced professionals that assist in making investment and insurance solutions for his clients. Tim has made his goal to create, accumulate and preserve their wealth.

Tim resides in Babylon Village with his wife Molly and two children McKenzie and Gavin. He is active in his towns youth lacrosse and CYO Basketball. His hobbies include playing golf, snowboarding and spending time with his family.

575 Broadhollow Road, Melville, NY 11757

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Arthur T. Reyling, CLU, ChFC is a Investment Advisor Representative with Lighthouse Financial Network, LLC. Art began his career in financial services and insurance in 1980 after 10 years in the corporate business world as an accountant. He is an alumni of Hofstra University and earned his CLU and ChFC designations from the American College.

Art has been a recipient of the insurance industry's prestigious Million Dollar Round Table (MDRT) many times and is now a life time member. Some of the many awards Art has received over the years in the industry are the National Quality Award and the National Sales Achievement Award. He is a member of the Long Island Chapter of the Society of Financial Service Professionals (SFSP).

Art is a full service financial professional providing service to his clients in several areas including Estate Planning Strategies, Business Continuation, Investments, Retirement Planning, Insurance and Fringe Benefits. He prides himself on serving multiple generations of families.

Art lives with his wife Barbara in Long Island, NY and has three married children and six grandchildren. He enjoys volunteering for various charities and has been involved with the National Multiple Sclerosis Society and March of Dimes over the years. He is currently an officer with the St. Gerard Majella Knights of Columbus.

575 Broadhollow Road, Melville, NY 11757

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Brian Gasior is an accomplished Investment Advisor Representative with over a decade of experience in the financial services industry. He graduated with a degree in Finance from Hofstra University, and began his professional career serving as a Financial Services Representative at MetLife in 2004.

Brian and his associates work directly with clients in evaluating and assessing their financial needs, ultimately implementing a specially tailored strategy to best fit their personal goals. He is steadfast in ensuring the progression of his client’s immediate and long term financial needs.  He aims to facilitating the experience through periodic reviews and frequent communications. Brian is diligent in maintaining an ongoing relationship with his clients that’s built on trust and integrity. 

In 2010, Brian joined Lighthouse Financial Network, LLC.  At Lighthouse he continues his dedication to communicating the importance of proper financial planning, which is reflected by his unwavering efforts to achieve the industry’s highest designations.

Brian currently resides in Long Island, NY with his family and two dogs. He is a fitness enthusiast, and maintains an active lifestyle through exercise and sports. 

18 Bradley Avenue 2nd Floor Staten Island, NY 10314

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Bonnie Laffie is an Investment Advisor Representative who works with professionals and businesses to help coordinate their financial plans. She evaluates different options to help her clients achieve their financial goals. Bonnie has teamed up with many CPAs and attorneys to better help her clients with their estate planning, disability, income protection and Long Term Care Insurance programs.

Bonnie received her Bachelor of Science in Economics from Queens College in 1975 and started working in the Financial Services Industry in 1977. In 1982, she earned her CLU designation and in 1991, through continuous education, she earned her ChFC and CLTC Designations.

Through her dedication and hard work, she has also become a lifetime member of the Million Dollar Round Table (MDRT). MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Less than 1% of financial professionals are members. Bonnie is also a member of the National Association of Financial Advisers and Society of Financial Service Professionals.

In addition, Bonnie is actively involved in the Moxxie Network, a member based organization of high achievers that provide resources, connections and knowledge to peers.  She also enjoys volunteering in her spare time and fund raises to help find cures for Multiple Myeloma, Diabetes, Heart Disease and Breast Cancer.

575 Broadhollow Road, Melville, NY 11757

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In 2009, Christofer Ferrugiari joined Atlantic Partners Financial Group, Member of John Hancock Financial Network and Signator Investors Inc. Today that firm is known as Lighthouse Financial Network, LLC.  Prior to joining the firm, Chris worked in brokerage management with Oppenheimer and Company, and American Capital Partners.

As an Investment Advisor Representative, Chris takes his clients through a unique four-step process, helping create a wealth management strategy for his clients to follow.  He provides his clients with a financial strategy that help turn their dreams into realities.  This process is ongoing, meaning; Chris is always there to make adjustments to the financial strategies as the years go by.

Chris provides comprehensive financial strategies including:

Disability Income Insurance, Pension   Income Alternative, Estate Conservation Strategies, Portfolio Building Financial Needs Analysis, Retirement Funding Strategies, Life Insurance, Wealth Preservation, LTC Planning Strategies, and Buy/Sell Agreement Funding.

Chris graduated from Long Island University with a Bachelor of Science in Business Administration degree.  He currently holds the FINRA Series 7 and Series 63 licenses.  In 2010, Chris qualified for John Hancock Financial Network’s ACE Recognition program.  He finished in the top 5 of the company for new agents. Chris had earned the designation of FSS Financial service specialist through the American College.

In his spare time, Chris enjoys time with his family, surfing, snowboarding, and boating. 

575 Broadhollow Road, Melville, NY 11757

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Douglas Sinetar, CPA, MBA is an Investment Advisor Representative with Lighthouse Financial Network, LLC, located in Melville, NY. He brings a unique tax and investment perspective in solving a client’s financial needs.  Doug has a primary focus on retirement income planning for his clients who are nearing retirement or have already done so.  He utilizes a myriad of solutions by combining the Retirement Ready process, which is exclusive to JHFN Advisors, and his knowledge of Social Security maximization strategies and IRA distribution planning.

Doug has been a CPA since 1988 where he began his career working in the Tax Department at Laventhal & Horwath and Friedman Alpren & Green. In 1991 he decided that his skills would be better suited by building a practice in the insurance and investment field by assisting high net worth clients achieve their financial goals. He joined New York Life where he focused on Estate Planning Strategies and  joined his current firm in 2000 where he added his current role  as an Investment Advisor Representative.

Mr. Sinetar attended American University where he received his Bachelors of Science in Business Administration. He subsequently earned his MBA from George Washington University specializing in Finance and Investments in 1983.

Doug is happily married to Tina and has two beautiful children. He currently resides on Long Island, NY where he is actively involved in the community.

Royal Alliance Associates, Inc. nor its representatives provide tax or legal advice. Please consult your tax or legal professional for guidance.

575 Broadhollow Road, Melville, NY 11757

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Ewart Green is an Investment Advisor Representative with Lighthouse Financial Network, LLC, in Melville, NY. Ewart began his career with Prudential and worked there for 17 years as a financial representative. He has been a perennial qualifier for the Million Dollar Round Table (MDRT), the premier association for financial professionals.

Ewart has assisted his clients in building and protecting their wealth for almost two decades. He provides individual and business clients with financial products to help them achieve their financial goals. His unique, confident personality helps Ewart to build trusting relationships with all of his clients.

Ewart is a graduate of Lehman College where he earned his BA in English. He resides in Pomona, New York with his wife and son. He is a member of two community service organizations in Rockland County – Naomi’s Program of Excellence (NPE) and the Jamaican Civic and Cultural Association of Rockland (JAMCCAR).

575 Broadhollow Road, Melville, NY 11757

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Francine Pizzimenti is a Registered Representative with Lighthouse Financial Network, LLC, located in Melville, NY. Fran began her career in marketing in 1983. She went on to become a Financial Representative in 1988 and in 2017 became a Registered Representative.

Fran focuses on working with physicians and other professionals, as well as individuals and families to evaluate different options in order to help achieve their goals and implement a strategy to meet objectives. She has been successful in doing this with her clients for over three decades. She understands that no single approach is the right one for every individual. She follows a process that builds a trusting relationship with all her clients. She works closely with a team of experienced professionals that assist in making investment and insurance solutions for her clients. Francine maintains her FINRA Series 6 & 63 registrations along with Life, Accident, Health and Long Term Health Care licenses in multiple states.

Fran is a unique individual with exceptional qualities. Her greatest strengths are creativity, drive, and leadership. Fran’s fusion of real-life stories and her conversational techniques connect with her clients at an intimate, intense, and individual level. She understands that no single approach is the right one for every individual.

Fran is actively involved with community activities, charity events, and outreach programs. She volunteered for numerous charity events, helping children in need. She enjoys going to the gym and working with her trainer in order to maintain her healthy lifestyle. Fran currently resides in Merrick, NY with her family.

Fran has dedicated herself to understanding the complexities involved in the various aspects of planning and applying that knowledge for the benefit of her clients.

575 Broadhollow Road, Melville, NY 11757

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Frank M. Rizzo, FSCP, CLTC, is an Investment Advisor Representative with Lighthouse Financial Network, LLC, located in Melville, NY. Frank began his career on Wall Street in 1998 where he worked for U.S. Clearing, a division of Fleet Trading, working on an equity trading desk. He then went to Harvey, Young and Yurman, a floor brokerage firm on the New York and American Stock Exchanges. In 2004, Frank Joined Prudential Financial where he began his career as a Financial Adviser. 

Frank works closely with business owners, individuals and families to advise them on ways to help reach all of their financial goals and dreams. He follows a process that builds a trusting relationship with all his clients. Frank works with a team of experienced professionals that assist in making investment and insurance solutions for his clients. Frank has made it his passion to help his clients to create, accumulate and preserve their wealth.

Frank has strategically built a team of Attorneys, Accountants, Property and casualty agencies, and other professionals that can advise his clients in all areas of their financial life.

Frank is a graduate of Dowling College, earning his BBA in Business Administration. He was a 4 year MVP and Captain of the Dowling golf team. Frank is a member of NAIFA, GAMA International, LoTT (Leaders of Today and Tomorrow) and Islip Chamber of Commerce.

575 Broadhollow Road, Melville, NY 11757

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Gary Frisina began his career in financial services after serving in the Marines. He is a Vietnam War Vet. In 1974 Gary joined John Hancock as a Registered Representative. By 1980 Gary was promoted to Sales Manager and for 12 consecutive years Gary qualified for the Sales Managers Recognition Conference. During this time he also led his team to qualify for the Top 5 in the company.

In 1994 Gary was promoted to the Managing Director of the Eastern Long Island Agency. During this time he led the agency to the Top Agency in the company. In 2002 Gary retired from the agency. However, Gary couldn’t stay away from the business. He later on joined the firm to become Director of Education and Training. In 2015 Gary and three other advisors created Atlantic Advisors, LLC, an independent Producer Group, of which he is the President.

Gary is also a faculty member of the American College. As an instructor he teaches financial representatives various topics such as Estate Conservation, Business Planning, Retirement Planning, Eldercare and Investment Analysis. He is also a New York State CPE instructor. 

Gary currently holds his life and health licenses and his series 1, 7, 22, 24 & 66. In 1988, he obtained his CFP, (Certified Financial Planner) designation from Adelphi University. He also has obtained his FSS, (Financial Services Specialist) and his LUTCF, (Life Underwriters Training Counsel Fellowship) designations, from the American College. Gary is a member of the Financial Planning Association and the Society of Certified Senior Advisors.

In his spare time Gary volunteers his time at the American Legion Post in St. James, NY. Gary is married with four children and four Grandchildren.

58 Motor Parkway Suite 400A Commack, NY 11725

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Juzel Duenas is an Investment Advisor Representative with Lighthouse Financial Network, LLC, located in Melville, NY.

Juzel earned her Juris Doctor from Florida Coastal School of Law in 2012, and her B.A. in Psychology from CUNY Queens College in 2009. After law school, Juzel worked for the Office of The Nassau County Attorney in the Municipal Litigation and Torts Bureaus. Thereafter, she went on to work in Kings County Supreme Court in the Commercial Litigation and Foreclosure Division. Juzel joined Lighthouse Financial Network, LLC in 2017 as a compliance associate then obtained certifications to practice as Investment Advisor Representative.

While at Kings County Supreme Court, Juzel decided to focus her efforts towards being an Investment Adviser upon observing multitudes of people end up at the courthouse in dire straits as a result of poor financial planning. Juzel now commits her time to guiding people on how to maintain and secure a healthy financial future. She utilizes her multidimensional background in both the law and financial space to create a truly holistic approach to people’s financial needs.

Juzel is currently member of the New York State Bar Association. She resides in Long Island, NY with her labradoodle named Charlie.

575 Broadhollow Road, Melville, NY 11757

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John McNierney is an Investment Advisor Representative with Lighthouse Financial Network, LLC.

Jack graduated from Brockport State College in 1982 with a major in business and finance.  He began his career in the insurance industry upon graduation from college working for General Warranty East Corporation with a specialization in automotive aftermarket extended warranties.  General Warranty East and the General Group of companies underwrote many of the European manufacturers, i.e. BMW, Saab, etc.  In 1986 Jack expanded his position with General to Sales Manager with a specialty in forming reinsurance companies for franchise automobile dealers. 

In 1990 Jack concentrated on life, health and major medical production, signing on as a Guardian Field Representative where he worked for 20 years.  During his tenure with Guardian he reached Executive Club production 11 out of 20 years.

In 2010 Jack was proud to say he joined Lighthouse Financial Network, LLC.  He is licensed in life and health and FINRA Series 6 and 63 registered.  

In addition to building a successful insurance practice, he is an active member in many organizations within his community and past Assistant Director of the Commack Youth League Lacrosse Program.  In addition to enjoying time with his family, Angela, his wife, and their three sons, Ryan, Keith and Sean, the family enjoys golf, boating and snowboarding.

174 Park Avenue Hicksville, NY 11801

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Larry has been an associate with JHFN/Lighthouse Financial Network, LLC for over 40 years after receiving his M.B.A. from Fordham University. His professional accomplishments to date are truly remarkable by any standards.  

He has qualified for 17 consecutive Presidents Cabinets which is one of the highest honors in the JHFN system and for 14 years he was recognized as the National Sales Leader for Health Insurance Sales.

Larry was inducted into the coveted “John Hancock Hall of Fame”, at the early age of 37, one of the youngest inductee’s of all time. He works exclusively in the medical market and counts as his clients some of the most prominent and renowned physicians in the country.  He focuses on all aspects of Estate and Business Planning Strategies which allows his clients to focus on their practice. Larry’s focus on Physicians has resulted in numerous speaking engagements before many medical groups over his career.  He has also been a sought after speaker for other financial professional groups and often speaks at their conferences.

Larry has been married for over four decades to his wife Frances and has two married, successful daughters and twin granddaughters. Larry served with distinction in the United States Marine Corp and Marine Reserves.   Among his numerous hobbies, he is an avid equestrian, who keeps his four horses on his Long Island property. 

He is also an active supporter and fundraiser for numerous humanitarian and animal causes.

575 Broadhollow Road, Melville, NY 11757

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Mitchell has been in the financial services industry for over 42 years, beginning his career with John Hancock Financial Network in 1973, and he is now with Lighthouse Financial Network, LLC.  He assists families, businesses and professionals in the accumulation and preservation of wealth.  Mitchell works with many top financial companies to help his clients reach their financial goals.

Mitchell was inducted into John Hancock’s prestigious Hall of Fame in 2006, and has been recognized numerous times for his service and dedication to his clients and the insurance industry.  He is a past member of the Board of Directors of NAIFA, an organization of insurance and financial services professionals from all companies.

Mitchell works in many financial service areas, including estate conservation, life insurance, retirement strategies, qualified plans, and individual financial needs. 

In addition to his individual practice, Mitchell served a sales manager for many years, and was responsible for the recruitment and training of associates.  In this capacity, he became a Lifetime Member of John Hancock’s Sales Managers Conference in 2002.

Mitchell is actively involved in the management and execution of Lighthouse Financial Network’s Training and Education Program.  He enjoys working with new and experienced associates to improve and develop their professional qualifications.

Mitchell is also extremely active in his local community.  He is a past member of the Board of Directors of North Shore Synagogue in Syosset, and served as their President from 2000 to 2002.  He lives with his wife Fran in Syosset since 1983, and has two children and four grandchildren.

575 Broadhollow Road, Melville, NY 11757

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Michael Klein, J.D., is an Investment Advisor Representative with Lighthouse Financial Network, LLC. After graduating from Hamline Law School in 1978, he began his career with John Hancock in the marketing management program at their headquarters in Boston, Massachusetts.

After the program, he was appointed to become the Supervisor with the John Hancock Boston office, and later was appointed as an Associate  General Agent  and helped  lead them to be recognized as one of the premier John Hancock firms in the United States. 

In 1989, Michael moved to the John Hancock agency in New York, where he soon became National Supervisor of the Year, training and managing individuals to become leading financial representatives.  His clientele includes physicians and business owners in every stage of their career. He provides customized and personalized strategies and solutions for their financial security and financial goals.

During his 36 year career, he has served on many industry and company advisory committees, and was selected as an instructor for the Life Underwriter Training Counsel specializing in the area of  Disability Income Insurance.

His many awards include the National Sales Manager of the Year, Runner-up Sales Manager of the Year, Lifetime Member of the Sales and Managers Recognition Conference, and Lifetime Member of the President’s Conference. In 2013 he was inducted into the prestigious John Hancock Financial Network Hall of Fame.

575 Broadhollow Road, Melville, NY 11757

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Michael Molloy is an Investment Advisor Representative associated with Lighthouse Financial Network, LLC, located in Melville, NY.  Michael began his career in 1982 after graduating from the University of Denver with a BA/BS in Marketing and Finance.  He subsequently joined John Hancock where he focused on working with the medical community in all facets of their financial strategy.  Over the years Mike took on different roles in the financial services industry where he continued to expand his practice in assisting small businesses and families achieve financial peace of mind. 

During this period Michael focused in areas such as Small Business Planning, 401(k) Implementation, and a myriad of Defined Benefit and Definition Contribution programs.  He continues to assist his individual clients in all areas of financial and estate planning strategies with an emphasis of understanding his client's needs, goals and objectives.  

Michael has been a perennial leader in the industry and has been recognized by MDRT, which is an international, independent association of the world’s leading life insurance and financial services professional.  Over the years Mike has been also recognized by the firms he has been associated with as a leading advisor while qualifying for many awards

Michael has been married for over three decades to his wonderful wife Phyllis and has two beautiful daughters Caitlin and Jaclyn both graduated college.  Mike lives in Commack, NY where he is active in his community while he continues to be an avid golf and fishing enthusiast.

575 Broadhollow Road, Melville, NY 11757

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Neil Filomena, Jr is an Investment Advisor Representative with Filomena Financial Network located in Melville, NY.

Neil began his financial services career in 2005 with a major life insurance and annuity company. In his first year he was awarded the New Associate of the Year Award at the local level and the Career Builder of the year at the national level. Over the years, Neil has achieved numerous other awards including Presidents club,  Leaders Club, Balanced Performance Award and Premier Producer Group.

Neil works with business owners and individual families to find creative solutions for attaining his client’s goals and objectives. His client- centric business model centrally focuses on and adheres to the hallmarks of honesty, integrity and professionalism. In addition to his base practice, Neil has built strategic alliances with top attorneys, accountants and industry leaders in order to leverage their expertise and assist with specialized and advanced planning needs of his clients.

Neil is a graduate of St. Josephs College with a bachelors degree in Business Administration and finance.  He has earned the designation of Financial Services Certified Professional (FSCP®) and Chartered Financial Consulatant (ChFC®) from the American College. In his spare time Neil has also moderated courses for the American College.  Aside from giving back to the college, Neil is also a member of his local Knights of Columbus council and member of the Long Island chapter of the Society of Financial Services Professionals where he serves on the event committee.  Neil enjoys playing golf as a member of Wheatley Hills Golf Club in East Williston, NY. Neil currently serves as local President of the Boom Business Network. He resides in Smithtown, NY with his wife and son where he is actively involved in community activities, sporting and charity events.

575 Broadhollow Road, Melville, NY 11757

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Paul Goldhirsch, CLTC, is an Investment Advisor Representative with Lighthouse Financial Network LLC, in Melville, New York, serving hundreds of clients from Maine to Florida. Paul is in the business of helping clients for over 26 years to protect their assets and preserve their dignity by planning for long term care. He is a 1985 graduate of State University of New York (SUNY) at Oneonta with a Bachelor of Arts degree in Political Science and History.

Paul focuses on long term care and life insurance planning. He provides comparisons and plan designs customized to meet client’s individual needs which are appropriate and affordable to the clients and their family. He holds the professional designation of CLTC (Certified in Long Term Care).

Paul has first- hand knowledge and understanding of the potentially significant impact long term care can have on an individual or their family. In a caring and supportive way, he provides advice to individuals looking to help protect their hard-earned assets and maintain their financial independence and dignity. Family experiences with long term care issues drove home to him the importance of early planning.
Paul's approach to long term care planning is to educate, inform, and present all available options. He knows the importance of providing the facts about long term care so that client can make an informed decision.

Paul is available to give public seminars and group talks on the issues involving long term care insurance in America.
Paul and his wife Susan reside in East Northport, New York. Together, they have three children, Matthew, Zachary and Jillian.

575 Broadhollow Road, Melville, NY 11757

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Richard C. Ondreicka is a Financial Advisor at Lighthouse Financial Network, LLC. He maintains his FINRA Series 6, 63, 65 and 7 registrations along with Life, Accident, Health and Long Term Health Care licenses in multiple states. A native of Brooklyn NY, Richard attended The Loyola School in Manhattan, and graduated with a Business degree from St John’s University.

Richard’s career with John Hancock began in Boston with his marriage in 1991. He learned to nurture long term client relationships by listening to people’s goals, assessing their needs and designing comfortable family protection and savings strategies. He transferred to John Hancock’s corporate home office as a National Life, Annuity and Long term care Wholesaler in 1999 providing product presentations and educational training workshops for all JHFN distribution channels. 

When John Hancock restructured Richard took a position with Banc Boston Investment Services, Inc. through Quick and Reilly creating comprehensive wealth management plans for affluent Bank Clients.

Richard rejoined John Hancock’s Boston Partners office in 2007 but has now relocated to NY where he resides with his beautiful bride Shirley and son Matthew. Richard remains devoted to his two daughters Merrielle and Leanne both pursuing their own careers while servicing clients in the Tristate area and New England.

Richard is a member of the National Association of Insurance and Financial Advisors (NAIFA) and has consistently qualified for membership in the Million Dollar Round Table (MDRT). He enjoys skiing, hiking, fishing, theatre, poetry, cooking and karaoke.

575 Broadhollow Road, Melville, NY 11757

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Bob was a Managing Partner for John Hancock for 21 years. During that time, he has consistently been one of JHFN’s top 5 brokerage agencies with a focus on Long Term Care and Life Insurance. Bob has attained MDRT Court of the Table and has continued to build his personal practice utilizing his extensive experience in underwriting, estate planning strategies, retirement planning, and long term care insurance and wealth management strategies.

Bob graduated from NYU with a degree in accounting in 1973 and began a career with the firm of Ernst and Young, at that time the largest firm in New York City. In 1977 he joined David Schwartz in a firm which specialized in accounting, tax, and consulting for General Agents. In 1981 he became the managing partner of the firm.   While working as a CPA, he represented some of the legends in the insurance industry nationwide with a focus on maximizing the profitability of each client.

In 1991, Bob earned his CLU and ChFC designations and began his career in the insurance and investment fields and qualified for MDRT immediately while with Penn Mutual and State Mutual.

In 1993 Bob joined JHFN as a Co-General Agent in the Borough Park Office which quickly became one of the leading Life Insurance Agencies in the firm.  Bob agreed to become the General Agent of the Sher Agency in New York in 1997 and ultimately moved to Rockville Centre. The Sher Agency merged with Lighthouse Financial Network in 2011.

The addition of Bob Sher to Lighthouse Financial Network LLC provides a proven, successful management team with over 50 years of combined brokerage and underwriting experience dedicated to the success of John Hancock agents and brokers. 

Bob has received the National Management Award from GAMA for 17 consecutive years and is a member of GAMA, NAIFA, SFCP, and AICPA.

575 Broadhollow Road, Melville, NY 11757

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Robert A. Tavarez, CLTC is a Registered Representative with Lighthouse Financial Network, LLC. He started his career with Mutual of New York and has been in the financial services industry since 1993.

Having been a business owner, Robert knows firsthand the impact of the decisions business owners make on a daily basis. This experience allows Robert to provide customized and personalized pro-active solutions. To help implement these solutions, he offers a variety of financial strategies, services and products including financial needs analysis, life insurance, annuities, college funding strategies, business, and estate and retirement planning strategies.

Robert is a former board member of the Long Island Hispanic Chamber Of Commerce. He has resided in Elmont, New York since 1987 and works with the local high school helping to provide business, social and interviewing skills to the workforce of tomorrow. He is the proud father of two successful young men and grandfather to six dynamic grandchildren. Robert knows and lives first hand, the challenges, concerns and desires of the market he serves. He married his high school sweetheart and has been happily married since 1973.

575 Broadhollow Road, Melville, NY 11757

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Stephen T. Sullivan, CLTC is an Investment Advisor Representative with Lighthouse Financial Network, LLC, located in Melville, NY. Steve began his career with Mutual of New York in 1989. MONY was acquired by AXA in 2003 and then Steve joined the John Hancock family in 2005.

During his career, Steve has earned the designations of Chartered Life Underwriter (CLU) and Certified in Long Term Care Consultant (CLTC). He is licensed in Property & Casualty, Life and Health, and FINRA Series 6 and 63 registered. Steve is an ardent proponent of continuing education, and is currently pursing professional designation courses of American College, Bryn Mawr, PA.

Steve has focused on employee benefits for over 15 years. He helps provide employers with sustainable strategies to lower costs without reducing employee benefits. With reference to retirement plans, he helps his clients to achieve their near-term goals such as:

-Reduce plan costs

-Maximize Plan Design

-Increase employee participation and education

-Improve variety of investment selections

Steve builds long-term relationships with all of his clients, by consulting with a number of experienced professionals to assist in directing his clients to their best prospects in all areas of insurance and investments. Steve’s goal is to ensure that each of his clients receive the most personal and satisfactory service he can provide, so they may create, accumulate and preserve wealth, and achieve their dreams, and their dreams for their families.

Steve graduated from Stony Brook University, with a Bachelor of Engineering degree. He is an active member of Ancient Order of Hibernians and the Stony Brook Alumni Association. Steve enjoys racquetball and darts. An avid golfer, Steve is a member of the Crab Meadow Mens Club. 

575 Broadhollow Road, Melville, NY 11757

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575 Broadhollow Road, Melville, NY 11757

William R. Brown, CPA, is a Registered Representative with Lighthouse Financial Network, LLC, located in Melville, NY. Bill focuses on assisting both personal and business clients by providing financial products to his clients to help them achieve their financial goals.  He brings a unique perspective in solving a client’s financial needs.

Bill works closely with business owners, individuals and families to advise them on ways to help reach all of their financial goals and dreams. He follows a process that builds a trusting relationship with all his clients.  Bill works with a team of experienced professionals that assist in providing investment and insurance solutions for his clients.  Bill has made it his passion to help his clients to create, accumulate, and preserve their wealth.

Bill began his career working with a Certified Public Accounting firm and soon after joined Dun and Bradstreet as a Financial Executive and ultimately became a Vice President of Finance overseeing finances in 34 countries.  He went on to Moody’s Investors Service and served as Controller and Vice President of Finance.

Bill was an outstanding High School athlete at St. John's Prep in Brooklyn and later was the quarterback for Hofstra University during their glory days. He starred for the Varsity baseball team for three years, as well.

Bill is married, with a daughter and a wonderful grandchild.  He lives in Baiting Hollow where he is involved in many civic organizations and activities.

575 Broadhollow Road, Melville, NY 11757

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58 Motor Parkway, Suite 400A, Commack, NY 11725

39 W. 32nd St, Suite 202, New York, NY 10001

575 Broadhollow Road, Melville, NY 11757

575 Broadhollow Road, Melville, NY 11757

Marat is a Certified Financial Planner with Lighthouse Financial Network, LLC and President of Likhtenstein Financial Planning, INC in Brooklyn, NY. Marat got his start in Odessa, Ukraine where he received a BS in Chemical Engineering from the Odessa State Polytechnic University in 1982. In 1990, Marat moved to New York. Shortly after, he received his BBA and M.B.A. in Finance and Investments from Baruch College. In 1993, Marat joined John Hancock.  Since that time, Marat has worked diligently to continue to educate himself, he has received his Chartered Life Underwriter (CLU) designation from The American College and in 1996 he earned his CERTIFIED FINANICAL PLANNER™ certification.

 As an industry veteran for over two decades, Marat has become a specialist in qualified pension planning for professionals and business owners and in retirement planning for families and individuals. He works closely with his clients to create comprehensive Financial Plans. Marat has built his business on aiding his clients to get happy and sound retirement. His service-oriented business has enabled him to keep a relationship of longevity with his clients both locally and around the country. 

Marat has been a part of the Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA) and Society of Financial Service Professionals (SFSP) for many years. Marat is a Qualifying and Life Member of the prestigious Million Dollar Round Table (MDRT) for 20 years achieving Top of the Table status in 2017 and Court of the Table status in 2015, 2017 and 2018. He is an active member and serving in the Board of Trustees of Jewish Center Nachlath Zion, in Brooklyn, NY.  Marat lives in Sheepshead Bay with his wife and is the proud father of three grown sons. 

2412 Avenue V Brooklyn, NY 11229

575 Broadhollow Road, Melville, NY 11757

Ramananda Rau is our Director of Compliance for the Lighthouse Financial Network LLC. He oversees the compliance operation of the Office of Supervisory Jurisdiction (OSJ) as well as the branch offices located throughout New York State.  

Ramananda has had a long career in banking for nearly 26 years and been associated with banks in India, Dubai and New York. He transitioned to the insurance industry in 1992 and started his career with  New York Life Insurance Company. To pursue his career as Sales Manager he then moved to MetLife and MONY Life Insurance Company. He joined John Hancock Financial Network in August 2006 and was promoted to Compliance Director in 2007, the posotion that he now holds at Lighthouse Financial Network.  Ramananda holds a Bachelor degree in Accounting from India and Masters in Management qualifications from Asian Institute of Management, Philippines.

To achieve professional excellence, he earned his American College designations of CLU, ChFC, RHU, and REBC. These professional qualifications and his own experience in dealing with high net worth clients helped him to recruit and train agents without prior experience and elevate several of them to become MDRT qualifiers.

Ramananda is also active in community activities and is a member of several Indian associations. He lives with his wife on Long Island.

575 Broadhollow Road, Melville, NY 11757

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Steven M. Ruttgeizer, CFP®, ChFC, CLU, RHU has been a Financial Advisor with Lighthouse Financial Network, LLC or its predecessor organizations since 1985.

Steven focuses on working with physicians and other successful professionals and business owners to help them protect their families, ensure business continuity, and conserve their wealth.  Steven works with his clients to identify the future they would like to create and then partners with their team of advisors to provide comprehensive plans and financial products to help advance their objectives.

For over 30 years Steven has succeeded in bringing clarity, organization and simplicity to his clients financial, tax, insurance and legacy planning.  Steven is here to help his clients think about the future of their families, businesses, and estates, to identify problems or gaps in their financial strategies and evaluate different options in order to help achieve their goals and implement strategies to meet objectives.

Steven has obtained numerous professional designations over the years.  Steven obtained his Chartered Financial Consultant (ChFC) designation and Charted Life Underwriter (CLU) designation from the American College in 1994.  He also qualified for the prestigious Certified Financial Planner (CFP®) designation from The Certified Financial Planner Board of Standards, Inc. in 1996. This designation requires extensive study and practice in the areas of Financial Planning, Education Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Planning and Estate Planning.  Additionally, in 2001 Steven earned the Registered Health Underwriter designation from the American College.

Steven is a member of a various professional organizations including The Estate Planning Council of Nassau County, National Association of Insurance and Financial Advisors, (NAIFA) and has qualified for membership in the Million Dollar Round Table (MDRT) multiple times.

Steven resides in Roslyn, NY with his wife Denise who is a physician specializing in Pulmonary and Critical Care Medicine, and their three daughters.  Additionally, Steven serves on the Board of Directors of The Musella Foundation for Brian Tumor Research as Treasurer.

575 Broadhollow Road, Melville, NY 11757

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Babita Trivedi is a Financial Planner with Lighthouse Financial Network, LLC, located in Melville, NY. Babita has a MS in Personal Financial Planning and she is a CERTIFIED FINANCIAL PLANNER™.

Babita is a believer in building a trusting and long-term relationship with her clients. Babita has a strong passion for focusing on her clients’ goals and concerns, and providing customized and personalized solutions to help create a strategy  for their financial security. Whether it is funding for education or retirement, helping protect those you love, or planning to pass on your estate or business, Babita is committed to using her advanced knowledge of financial planning to advise clients on ways to help them achieve their financial goals. 

Babita works with a team of experienced professionals that assist in investment and insurance solutions for her clients. Babita’s goal is to ensure that each of her clients receives the most personal and satisfactory service she can provide, so they may create, accumulate and preserve wealth and achieve their dreams.

Babita graduated with a BA from NYU and a MS from College for Financial Planning. Babita lives in Queens, NY with her husband and two sons. She is the Membership Lead for the Long Island Chapter of Ellevate Network. Babita also is the Chapter Head for the Long Island Chapter of the W Source and the President of the Eastern Queens Chapter of the Soloist Collective.

575 Broadhollow Road, Melville, NY 11757

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Allen M. Wittenberg is an Investment Advisor Representative with Lighthouse Financial Network, LLC. He provides financial strategies and investment advisory services to individuals and businesses. Allen has spent his career developing and maintaining professional long-term relationships with his clients. Allen strives to provide his clients with excellent service focusing on developing strategic financial plans which include; Mutual Funds, Annuities, Long Term Care, Disability Income and Life Insurance.

Allen’s decades of experience, professionalism and prospective enables him to blend his talents with one of the leading insurance and financial services companies in the industry.  Allen offers his clients a high level of service, innovative products and solutions, as well as products and services for all their needs.

During his tenure with John Hancock Financial Network, Allen has obtained the Chartered Life Underwriter designation and has received the NY State LTC Partnership certification. 

He currently resides in Massapequa Park, NY with his wife and daughter. 

575 Broadhollow Road, Melville, NY 11757

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Ari Zaretsky has been in the financial services industry for over a decade. In 2012 he was named Brokerage Director at Atlantic Partners Financial Group and in 2015 continued with the same title at Lighthouse Financial Network. In 2018 Ari was promoted to his current position as Director of the Insurance Division. In this new role Ari heads the entire protection department of Lighthouse Financial Network, LLC.

Ari has the skills and resources necessary to provide his brokers, fellow advisers and clients comprehensive financial recommendations. Ari specializes in product design as well as impaired risk underwriting and works closely with all major insurance carriers. These direct relationships offer Ari a unique insight into the ever-changing insurance marketplace. Ari is dedicated to the success of his brokers and advisers and works diligently to provide them with unmatched service throughout the business process.

Ari received a Bachelor of Science degree in business administration from Salisbury University. He holds a Financial Services Specialist (FSS) designation from the American College. Ari was awarded a Financial Planning Certificate from Kaplan University and is the process of attaining the Chartered Life Underwriter® designation as well. Ari is an active member of the National Association of Insurance and Financial Advisors (NAIFA).

Ari is an avid sports enthusiast. He enjoys spending his free time at the gym, on the golf links and listening to live music with his friends and family.

575 Broadhollow Road, Melville, NY 11757

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Anthony Chen is an Investment Adviser Representative at Lighthouse Financial Network, LLC. He started his career in Financial Services with MetLife in Buffalo, NY in 2008. In 2013 he decided to move back to the tri-state area where he calls home. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker and was excited to come back after nine years in Buffalo. Being in the local NY area he will continue to advance in the field of Financial Services.

Anthony now works with families and business owners to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a com- bination of financial products ranging from life, disability, and long term care insurance to many investment options through Signator Investors Inc. Anthony looks to be the eyes and ears for his client’s financial foundation.

In his spare time, Anthony is an avid long-distance runner.

575 Broadhollow Road, Melville, NY 11757

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98 Cuttermill Road, Suite 254 South, Great Neck, NY 11021

Emanuel “Jack” Lord has been in the financial services industry since 2009. He studied Telecommunication at The University of Technology in Kingston Jamaica, in 1975 and most recently at CUNY, York College in Jamaica Queens. He graduated in 2009 with a Bachelor of Science in Business Administration with Concentration in Finance.
Jack was a Senior Manager in the Telecommunication Industry for over 35 years, with managerial responsibility for over $90 million of business. He started is financial services career at John Hancock Financial Network /New York Sikder Agency in 2009, The Atlantic Partners Financial Group in September of 2011, before joining the Lighthouse Financial Network in July 2015,
Jack holds Life Accident and Health and Series 6 and 63 Securities License. Striving for excellence is one of Jack’s guiding light and commitment to superior client service is his goal.
Protection and Wealth Accumulation Strategies for Families and Business Continuation Strategies, Tax Qualified Retirement Plans Executive and Employees Benefit Strategies for Business are some of the Financial Needs, Jack provides for his clients.
Jack is a Virgo and resides in Rosedale, Queens. He is an avid Nascar Racing fan and enjoys reading and travelling, when he is not spending time with his grandchildren, Kamiyah, Samantha, Victoria and Kaiden and his wife and three daughters.

Gregory G. Page-Romer is an Investment Advisor Representative with Lighthouse Financial Network, LLC. He understands the importance of building and protecting wealth to create peace of mind for you and your family. He is a knowledgeable, skilled, and encouraging guide for all his clients.

Greg is committed to giving each of his clients the time and attention it takes to create and maintain the best plan to meet their personal and financial goals. He has the support of a team of experienced professionals that assist him in creating optimized investment and insurance solutions.

Before joining Lighthouse Financial Network, Greg was involved in the financial services industry for many years. He has extensive investment experience in futures, stocks, mutual funds, ETFs, and options. He has held several senior technology positions at S&P Global, UBS, and the Federal Reserve Bank of New York. Greg is also co-founder of a tech startup company, with responsibilities including securing funding.

As a father with an adult child with special needs, he is committed to helping families who are faced with the financial challenges that this can entail. He also specializes in working with LGBTQ+ families and individuals, and entrepreneurs and founders of all ages. Greg is on the Board of Directors of the Long Island Crisis Center in Bellmore, NY and Pride for Youth (PFY), a division of LICC. He has held leadership roles in numerous diversity and inclusion committees and has an interest in bringing the skills of mindfulness into financial planning.

Greg received his Bachelor of Science degree in Computer Science from Seton Hall University in 1985 and his Master of Science degree in Computer Science from Polytechnic University (now NYU/Poly) in 1988.

Greg resides in Long Beach, Long Island with his husband Ken. They have three children. In his spare time, you can find Greg at the gym, playing beach volleyball, football, or basketball.

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