Derek Bell has over 20 years of experience in the Financial Services arena. He has a Bachelor's Degree and Master's Degree in Accounting and has used those degrees to help his clients with managing their investments with taxes in mind. Through the years Derek has helped countless clients navigate Tax, Investment and Estate Planning issues. Derek has become an expert in the areas of Medicare, Medicaid, Estate Planning, and Investment Management. With his attention to detail and his keen sense of what clients need and want, Derek has built his business around a velvet rope approach. Derek currently holds an Accident, Life & Health Insurance license as well as a Series 7, 24, 31, 63, and 65 FINRA licenses.

Peter Pavlakis is President and Founder of Avenue Wealth Management and has provided thirty years of comprehensive wealth management services and personalized financial planning advice to affluent clients throughout the country. Most of his experience was working with clients in New York City but he is now currently residing in Dallas, Texas. He is a sought after wealth advisor who enjoys educating clients on estate preservation, retirement income strategies and succession planning strategies for business owners.

Mr. Pavlakis holds his FINRA Series 7, Series 63, Series 66 and the State of Texas Life, Accident and Health and Variable Annuity Insurance Licenses as well as the State of Texas Property and Casualty insurance license. He is married to his wife Angela and they have two grown children Nicholas and Alejandra.

Jim Altebrando

Financial Consultant

About Me

I focus on Retirement & Estate Planning strategies, Pension Tax guidance & Wealth Management for the individual as well as the closely held business owner.

As a former business owner for 26 years, I understand the challenges that closely held owners and their employees are faced with. When working with clients, I incorporate my personal (business owner) experience along with the knowledge I have as a financial consultant to provide exceptional results and add value as a trusted financial professional.

I can provide guidance and support to individuals and business owners, whether it’s by designing and implementing qualified retirement plans, helping to maximize wealth through professionally managed portfolios or protecting each entity/individual through the use of life insurance and long-term disability insurance.

My team and I are dedicated to helping our clients articulate and realize their goals by providing the financial confidence that comes with a well formulated financial plan.

Services Include:

Retirement and Pension Planning

Tax Strategies to Help Individuals & Business Owners

Employee and Executive Benefits

Succession Planning

Estate Planning Strategies

Investment and Asset Allocation

Life and Disability Insurance Strategies

Associations

Hope House Ministries, Board Member

Port Jefferson Lions Club, Past President & Melvin Jones Recipient

Licenses:

FINRA Series 7, 63 & 65 registrations, Life, accident and health insurance, AR Insurance License 17020552

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).

Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Sound Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-159236 (3/21) (Exp. 3/23)

Financial Executive ,Member NAIFA,CRPC/CFF

Professional history includes employed for and trained by three Fortune 50 companies for 20 years, 30 years in the Financial Services Industry.

Degree in Economics, Graduate certificate in Financial Planning.  

Certified Retirement Planning Consultant designation

Member of National Association of Insurance and Financial Advisors.

Presently licensed in 10 states (state license numbers below) .

Appointed with and represent the highest and most trusted companies in the Financial Services Industry.

Supplying as many references as requested.

Jon A. Law is a seasoned executive with over 40 years of experience in financial services and consulting. He brings a world of expertise with particular strengths in areas such as investment management, financial management, taxes, and college financial aid planning. Jon currently operates a private consulting firm, U Financial , LLC , which he founded in 2007. He has worked with hundreds of clients implementing various financial strategies to improve all areas of financial management.

In addition to his executive career, Jon continues to serve in several boards of directors as well as consulting with many area company owners. Over the last twenty years, Jon has established himself as a thought leader in the field of executive and financial expertise for personal and business owner clients. He is a frequent guest speaker at lectures and has taught many seminars for CPA’s, CFP’s and Insurance Advisors

Jon currently holds the following professional designations, CFP (Certified Financial Planner), CFFC (Chartered Financial Consultant), CFF (Certified Financial Fiduciary), AEP( Accredited Estate Planner)

Since 1995, Ray has been working face-to-face with individuals and small businesses in the Central New York area as well as with numerous technology clients across the nation.  He is dedicated in fostering lasting relationships with all his clients.  He believes in reserving time to improve your knowledge and comfort level with the financial markets.  Clients who have higher levels of financial literacy will be better able to recognize common financial pitfalls.  Being able to create a shared dialogue will increase his understanding of your needs, passions, and struggles.  With this knowledge, he can help you better define, build, and track your goals and create a holistic financial plan that is designed just for you.

Ray is the Founding Director at Reliance Capital Management, Inc. (RCM), and offers securities, advisory and insurance services through Cadaret Grant.  Financial Independence is, or should be, the goal of every investor.  RCM was founded on the similar belief that your financial advisor should be equally independent of financial or insurance firms who dictate what securities you can invest with.  By choosing RCM, you will work with an advisor who works for no one else but you.

Ray holds insurance licenses to satisfy your needs for Life, Health and Long-Term Care insurances.  Should any insurance desire need to be explored, quote’s will be obtained from numerous companies to ensure you get the most competitive price.  Ray holds the following security licenses; 6, 7, 26, and 63, and as an independent agent, he will have access to tens of thousands of different investments (stocks, bonds, Exchange Traded Funds, mutual funds, and Separately Managed Accounts) to fit your specific needs.  He graduated with honors from both Clarkson University, with a bachelor’s degree in electrical engineering and from Rensselaer Polytechnic Institute, with a master’s degree in Finance.  In addition, Ray has earned the Certified Financial Fiduciary designation and can immediately and clearly demonstrate how to practice a fundamental obligation to always put your best interest first.

In his spare time, Ray and his wife enjoy a wide variety of outdoor activities such as hiking the numerous mountains on the east coast, kayaking its many lakes, gardening, tennis, golf and spending time with friends and family.  Occasionally, you will find him on a nearby college or high-school campus officiating soccer or basketball games, so always be ‘nice’ to those fellow officials, since one of them maybe him.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and member FINRA/SIPC. Reliance Capital Management Inc. and Cadaret, Grant & Co. are separate entities

Conor’s passion for the investment industry began over 20 years ago at the tender age of 13 during an extracurricular class called Project Business. Conor was tasked with researching and picking an individual stock and following it throughout the semester. During that time, the Yahoo stock he chose increased by 150% and he thought “This seems easy!” When the tech bubble burst in the early 2000’s, he realized there might be a little more complexity to the financial world, but he was hooked nonetheless.

During his first financial services job in the shareholder services department of Eaton Vance in Boston, Conor acted as the last line of defense for clients desperate for advice during the 2008 financial crisis. He could not believe there were so many people who could not get in contact with the advisor that “sold” them the mutual fund they were calling about, and he knew he wanted to change that. Although he watched some of his colleagues become frustrated working with naïve investors, Conor thrived in that environment and enjoyed educating shareholders while “talking them off the edge.” That was when his true passion for the financial services industry was born. He had a strong and consistent desire to help people that continued to point him in the direction of financial advising.

In January 2014, Conor joined his uncle, Mark Bryant, at Bryant Asset Management as a Registered Representative of Commonwealth Financial Network. In this role, Conor advises a growing group of his own clients as well as assisting the firm with research, marketing, and client portfolio construction. Conor has earned one of the highest-level professional designations in financial services as a CERTIFIED FINANCIAL PLANNER™ professional. Conor also holds the CERTIFIED FINANCIAL FIDUCIARY Designation. 

 Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the state of NY No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Tom has been providing insurance and financial services in the Central New York area since 2006.  As a lifelong New Yorker, Tom graduated with his bachelor's degree from Syracuse University, made his home in Central New York, and raised his family here.

Tom defines success as the ability to connect with each client at their own level, to help them understand complicated financial concepts, and to create and implement individualized financial plans for them.

Jason M. Kurz is a Senior Financial Advisor and Executive Vice President at American Investment Planners. With 18 years of experience as an Investment Adviser Representative, Jason has been providing financial planning and wealth management services to high-net-worth individuals, nonprofits and small to mid-sized businesses.

Throughout his career, Jason has cultivated his experience in asset management, an integral component of comprehensive financial planning. He collaborates closely with clients to create diversified investment portfolios that align with their risk tolerance and investment goals, with the goal of preserving their assets and generating income. Jason takes pride in his personalized approach, tailoring financial plans to meet each client’s unique needs.

In addition to personal and corporate wealth management, Jason focuses on designing and implementing corporate retirement plans. He guides employers to help ensure compliance with the latest ERISA rules and regulations with the goal of empowering employers and employees with the knowledge to make informed investment decisions. Jason also collaborates with independent attorneys and CPAs to develop and implement customized estate plans, to help provide a seamless approach to retirement and estate planning.

Before joining American Investment Planners, Jason began his investment advisory career at Smith Barney/Citicorp Investment Services in Mineola, NY. He later joined Dreyfus, a BNY Mellon Company in Uniondale, NY. In 2007, he became a Registered Investment Advisor Representative at Signature Securities Group, where he and his team managed over $1.1B in assets for over 16 years.

Jason cherishes moments spent with his wife Jennifer and three children. Additionally, he has served as a volunteer firefighter for 14 years.

To speak to Jason Kurz about your financial goals, email him at Jason@americaninvestmentplanners.com or call him at 516-932-5130.

Edwin Milner is a Senior Investment Advisor and Executive Vice President at American Investment Planners (AIP).

With a rich professional background, Ed spent 16 years as a Group Director and Vice President at Signature

Securities Group, a division of Signature Bank, where he played a pivotal role in overseeing $1.1B in assets under

management. He is a licensed Securities Principal and a Registered Investment Advisor with an impressive track

record of more than 26 years, offering comprehensive financial planning and wealth management services to highnet-

worth individuals, businesses and foundations.

Throughout his career, Ed has honed his asset management expertise, strongly emphasizing portfolio design,

construction and implementation. A key aspect of his process involves analyzing current market trends to provide

guidance to clients navigating volatile markets. Ed works closely with clients and their trusted professionals, such

as CPAs and attorneys, to thoroughly assess risks and develop effective tax and estate planning strategies. By

gaining a holistic view of a client's financial landscape, he comprehensively understands their financial goals and

life objectives.

Ed recognizes the significance of maintaining an unbiased approach to evaluating managers, products and

platforms in an industry where independence is often undervalued. His primary focus is on helping clients

alleviate the stress associated with financial management while providing transparent information about risks,

fees and expectations.

During his spare time, Ed enjoys kayaking with his three children in upstate NY. He is also an avid builder and

woodworker, often crafting his own cabinetry and furniture. Believing that life is a balance between work and

family, Ed and his wife never miss their weekly date night, and weekends are known for elaborate dinners he enjoys

cooking with the kids. Ed also enjoys working with several local charities to support his community through

volunteering and donations.