Jeffrey Lasky is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has worked at Latitude Advisors since 2009 and previously held positions at Medallion Advisory Services, Genworth Financial Planning Corporation, and Cetera. In addition to his advisory role, he is an independent insurance agent focusing on fixed and health insurance and owns a related financial services holding company. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Harold Kalkstein is a financial advisor with Latitude Advisors, LLC in New York, NY, holding a Series 63 credential and over 43 years of industry experience. He has been with Latitude Advisors since 2014 and has a background that includes long-term involvement with Personnel Resources Consultants and Benefits Dynamics. Outside of his advisory work, Kalkstein owns and operates businesses in property and casualty insurance, meeting planning services, and marine accessories. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority on third-party model implementations.

Dean Moeller is a financial advisor with Latitude Advisors, LLC, holding the PFS™ designation and Series 66 license, and has 29 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has managed his own CPA practice, Moeller & Co CPA Ltd, since 1997. Outside of his advisory and accounting roles, he serves as a business manager handling bookkeeping duties for the Knights of St Johns in Maria Stein, Ohio. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Stephen Levine is a financial advisor at Latitude Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West 5 Boroughs, Inc. and Harbor Financial Inc., where he serves as president. Outside of his advisory role, Levine owns and operates Power Connections Network – Nassau County, a networking group focused on building relationships with accountants and prospective clients. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

David McGuire Jr. is an investment advisor representative at Latitude Advisors, LLC with 26 years of industry experience. He is also a partner at the CPA firm Berger Toombs Elany Gaines & Frank, where he works primarily as a CPA. McGuire holds Series 63 and Series 66 licenses and is a member of the Sunrise Kiwanis Club of Fort Pierce. Additionally, he serves as treasurer for the Cuvey Foundation, a nonprofit organization supporting minority youth. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Richard Coleman is a CFP® with 40 years of experience in financial advising. He is currently with Latitude Advisors, LLC and GWN Securities, Inc., having previously worked at H. Beck, Inc. Coleman also owns an insurance business focused on life, accident, and health products, where he analyzes clients’ insurance needs and assists with purchases. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Freddie Blumenfeld is an investment advisor representative at Latitude Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2010. He is also an owner of Pawlan Blumenfeld Miscinski & Associates Ltd, where he performs accounting and tax return services, and he is an independent insurance agent specializing in life and health insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Eric Goldstein is a CFP®-certified financial advisor with 33 years of industry experience, currently with Latitude Advisors, LLC. He has held roles at GWN Securities Inc. since 2014 and operates Eric W. Goldstein, CPA P.C., a full-service accounting firm where he serves as president. Goldstein is also involved with EMG Partners, LLC, focusing on financial planning and insurance. Latitude Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional and corporate clients. The firm offers financial planning, discretionary portfolio management with multi-asset tactical and quantitative model strategies, third-party manager selection, and pension consulting services.

Darlene McGrath is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds a Series 66 designation and concurrently operates a CPA practice providing bookkeeping, accounting, and tax preparation services for individuals and small businesses since 2005. Prior to joining Latitude Advisors, she was associated with GWN Securities Inc. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Tyler Seiferheld is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also serves as a CPA and shareholder at Lang Faylor Chomo & Company PC, an accounting and tax firm providing services to individuals and small businesses. Additionally, Tyler is a board member and volunteer with Meals on Wheels of the Greater Lehigh Valley. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes valuation-driven, momentum-based, and third-party model strategies to construct portfolios aligned with client goals and risk tolerance.

Robert Fitzjarrald is a financial advisor at Latitude Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2017. He is also a CPA and shareholder at Hocker, Fitzjarrald & Richardson, PC, a tax and accounting firm he has been involved with since 1984. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Donald Talbert is a financial advisor with Latitude Advisors, LLC in Florence, KY, holding Series 63 and Series 65 licenses and offering 30 years of industry experience. His prior work includes roles at GWN Securities, OneAmerica Securities, Pruco Securities, and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Centurion Business Coach, which provides coaching and consulting services to small business owners, and serves as a board member for Switzerland County Tourism and Legal Shield. He is also a partner in Heaven Sent Care, an in-home care service for seniors. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Louis Chomo is a CFP® with 25 years of experience and currently serves as an investment advisor representative at Latitude Advisors, LLC. He has worked at Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company, P.C. In addition to his advisory work, he acts as a trustee managing a trust for a former client’s beneficiary and serves as a co-executor of an estate. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Michele Hansen is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Latitude Advisors since 2021, previously spending six years at Starcom Worldwide. Hansen also maintains roles with Jeffrey Lasky Financial Services, LLC and GWN Securities Inc., and is a licensed life insurance producer. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

David Settelmyer is a Certified Financial Planner® with 32 years of experience in the financial services industry. He has been with Latitude Advisors, LLC since 2009 and also operates Settelmyer Financial, where he works as a licensed title-insurance agent focusing on life, health, long-term care, and annuity insurance sales. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of valuation-driven and momentum-based model strategies and provides continuous monitoring and rebalancing of client portfolios.

Victoria Peters is a financial advisor at Latitude Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. and Serfass and Serfass, P.C. alongside her current role. Outside of financial advising, she engages in online sales by creating and selling templates on Etsy and manages an email subscription service focused on motherhood. Latitude Advisors serves individuals, high-net-worth clients, and institutional and corporate clients with financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of in-house and third-party models emphasizing valuation-driven and momentum-based strategies, and it manages approximately $566 million in client assets.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Martin Lang is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company P.C. Outside of his advisory and accounting roles, Lang serves as president of the Sights for Hope Endowment Foundation, a nonprofit organization. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.

Gilberto Carmona is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at GWN Securities, Inc., H.D. Vest Investment Services, and ownership of Gilbert M. Carmona Tax Service. Outside of his advisory work, he is involved in several business ventures including construction bidding through Carmona Business Solutions LLC and hosting the Gilbert Talks Taxes radio program focused on tax and business education. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.