Brian Spatola is a financial advisor at Heron Equity Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Osaic Wealth, Inc. and Cetera Advisors LLC. In addition to his advisory role, he operates a sole proprietorship focused on insurance sales. Heron Equity Management provides discretionary and non-discretionary investment management, financial planning, and annuity/variable life management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a tactical and strategic asset allocation approach using proprietary technical, quantitative, and volume analysis.

Gerald Fasanella is a financial advisor with Heron Equity Management, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been affiliated with Heron Equity Management since 2019 and operates as a sole proprietor focusing on fixed insurance sales. Heron Equity Management, LLC is a state-registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combined tactical and strategic asset-allocation process that includes proprietary technical and quantitative analysis, managing portfolios composed mainly of stocks, ETFs, options, and derivatives tailored to client risk profiles and time horizons.