Anthony Barrese is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at LPL Financial, Cadaret, Grant & Co., Inc., and runs Anthony Barrese Asset Management, which he has operated since 2008. The AmeriFlex Group is an SEC-registered adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Alex Barrese is a financial advisor with The AmeriFlex Group in New Paltz, NY. He holds a Series 66 designation and has six years of industry experience. Prior to joining AmeriFlex, he worked at Cadaret Grant & Co., Inc. and LPL Financial. He is also involved with Anthony Barrese Asset Management, an independent business he has operated since 2018. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and consulting services, utilizing various asset allocation models and manager relationships.