Our members

CEO of Cleverman Inc.

CPA/CEPA

Owner, Bruce H. Mottel, CPA

CEO/Founder

Client Strategist, BNY Mellon Wealth Management

Public Accountant

Private Wealth Advisor

Senior Vice President – Wealth Management | Institutional Consultant | Financial Advisor

CPA Partner, assisting business & high net worth clients with tax/estate planning/structuring, and advisory services

Banker

Licensed Real Estate Agent at Signature Premier Properties

President - Oyster Bay Insurance Agency Inc

Owner at Meltzer Accounting and Tax Service

President & CEO

Founding member of BloomSchon CPAs LLC

Managing Member of the law firm of SCHERER & PUDELL, PLLC, and Estate Planning and Elder Law Attorney in Garden City, New York.

Commercial Auto Relationship Manager VP

Financial Advisor IRMAA Certified Planner

President of Main Street Planning Group * Life Insurance, Annuities, Disability , Wholesaler* Planning Expert

Financial Planner

Attorney and Captive Insurance Professional

Director of New Business & Client Relations

Litigation & Valuation Services Partner at Nussbaum Yates Berg Klein & Wolpow

Attorney

President at Punturo Financial Services, Inc. / Managing Partner at Bernstein & Punturo, LLP

Business Growth Architect Author & Keynote Speaker Sales Trainer, Sales Management & Leadership Advisor

Financial Planner at ClientFirst Strategy, Inc.

Fellow

Financial Advisor

President

Business Banker at Investors Bank

Senior Payroll Advisor at isolved HCM

Registered Representative of Park Avenue Securities

Certified Reverse Mortgage Professional