Rebecca Keiffert is a financial advisor at RoseMark Advisors, Inc. with 13 years at the firm and a total of 4 years of industry experience. She holds ownership and executive roles in several related insurance and service companies, including serving as CEO of Hometown Insurance Agency of LI Inc. and AMAC Senior Resources Network, Inc. Keiffert is also involved with the Association of Mature American Citizens, Inc. as a CEO and part-owner. RoseMark Advisors primarily serves members of the Association of Mature American Citizens and related entities, focusing on financial planning and cash-flow modeling for retirement, tax and estate coordination, college funding, and distribution planning. The firm refers clients seeking investment management to Miracle Mile Advisors and operates with a planning process centered on client interviews and document review.

Matthew Racanelli is a financial advisor at RoseMark Advisors, Inc. with 4 years of industry experience. He has been affiliated with RoseMark Advisors since 2013 and is involved with the Association of Mature American Citizens (AMAC) since 2017. Outside of his advisory role, he advises New York volunteer fire districts on their pension plans and provides related insurance products. RoseMark Advisors primarily serves members of AMAC and related entities, focusing on financial planning and cash-flow modeling for retirement, tax, estate coordination, college funding, and distribution planning. The firm emphasizes an interview-driven, document-based planning process and refers clients seeking investment management to Miracle Mile Advisors.