Dale Rippo is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Arete Wealth Management in 2025, he worked at Fincadia and National Securities Corporation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing both advisor-driven and proprietary, rule-based model allocations, and integrates affiliated financial businesses and product channels as part of its operations.

Timothy Pelan is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and no prior industry experience. His work background includes roles at Fincadia, Primerica, and American Beech, among others. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, while also using third-party sub-advisers and conducting regular account monitoring.

Michael Dandrea is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sovereign Global Advisors, LLC. Outside of advisory work, he is the owner and president of Camille Inc., a bill-paying business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

David Lynn is a financial advisor at Arete Wealth Advisors, LLC with 57 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2023. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis, utilizing both advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers and due diligence in its investment approach.

Michael Black is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Arete Wealth Advisors and Arete Wealth Management since 2022, following six years at National Securities Corp. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, along with third-party sub-advisers and a due-diligence process for recommended managers and private investments.

Brandon Murphy is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Arete Wealth Management in 2022, he worked at National Securities Corporation for one year. Outside of finance, he has experience with Glunta's Meat Farms, where he has been involved since 2017. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm uses both advisor-driven and proprietary model allocations and employs third-party sub-advisers, regularly monitoring accounts while acting as an ERISA fiduciary when applicable.

Young Choi is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at TIAA-CREF and Microsoft. Outside of his advisory work, Choi is involved in tax preparation services as a partner at Saranac Tax Services LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both advisor-driven and proprietary model-based investment strategies and acts as an ERISA fiduciary when applicable.

Widmayer Jacques is a financial advisor at Arete Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at National Securities Corp and Arete Wealth Management LLC prior to his current role. He is also involved with Jerusalem SDA, an organization he has been connected with since 2010. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Edward Patrick Jr. is a financial advisor at Arete Wealth Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co and National Asset Management. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Peter Marshall is a financial advisor with Arete Wealth Advisors, LLC in Melville, NY, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at several firms including National Asset Management, National Securities Corp, and Wells Fargo Clearing. He serves on the investment committee of St. John's of Lattingtown Episcopal Church. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Christopher Ortiz is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Arete in 2022, Ortiz worked at National Asset Management, Inc. and National Securities Corporation. Outside of his advisory role, he is involved with Carol's Army Inc., a charitable organization. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its services.

Richard Spatola is a financial advisor at Arete Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Asset Management and National Securities Corp before joining Arete in 2022. Outside of his advisory work, he is the owner of a clothing recycling business and a partner in a recruitment firm. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Kenneth Bonal is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corp. Outside of his advisory work, he owns a holding company for business expenses. Arete Wealth Advisors provides a wide range of investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm manages assets primarily on a discretionary basis and employs a combination of advisor-driven and proprietary model allocations, while also offering access to third-party money managers and acting as an ERISA fiduciary when applicable.

Dianne Larson is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. Her prior roles include positions at National Asset Management and Oppenheimer. Outside of her advisory work, she owns Helm Private Client Group, a pass-through entity for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Stanley Goldring is a financial advisor at Arete Wealth Advisors, LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ladenburg Thalmann & Co. Inc. and National Asset Management. Goldring serves as a trustee managing investment and administrative decisions for two personal trusts. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers and due diligence processes for recommended managers and private investments.

Emiliano Avalos Paiz is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete, he worked at Fincadia and has a background in education, having taught at various schools including W.C. Mepham High School and Monsignor McClancy Memorial High School. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Katelyn Della Porta is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has previous work experience that includes roles outside of finance, such as at Liz Schwind Catering and JD Sports. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its offerings.

Mark Schrader is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked with National Asset Management and National Securities Corp. Outside of his advisory work, he serves as president of the board of directors for Island's End Golf & Country Club. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on discretionary portfolio management using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Ronald Rothchild is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Arete in 2022, he worked at National Asset Management and National Securities Corp from 2017 to 2022. Outside of his advisory role, he is involved with several related investment and insurance businesses under the Fincadia name. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Scott Cantor is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at National Asset Management, National Securities Corp, and Sovereign Global Advisors. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations for discretionary portfolio management and integrates affiliated financial businesses and product channels in its service offerings.

Isaiah Aponte is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at National Securities Corporation and Arete Wealth Management LLC. Outside of his advisory work, he is also an independent insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm emphasizes discretionary portfolio management supported by proprietary models, third-party managers, and regular account monitoring.

Michael Blueweiss is a financial advisor at Arete Wealth Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and National Asset Management. Outside of his advisory role, he volunteers as a charity advisor for The Coltrane Home of Dix Hills. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers discretionary portfolio management alongside comprehensive planning services.

Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including National Asset Management, Oppenheimer, and Raymond James Financial. Outside of his advisory role, he is the owner of CARA Corp Capital One Bank for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, utilizing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Christopher Bond is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Asset Management and National Securities Corporation. Outside of his advisory work, he owns 007 Industries Inc., a flow-through S-corporation unrelated to investment activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service approach.