National Wealth Management Group, LLC

Mark Gargano is a financial advisor with National Wealth Management Group, LLC, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Dynamic Wealth Advisors, Morgan Stanley, and LPL Financial. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as retirement plans. The firm employs a long-term, objective-based investment approach with tailored strategies and offers services through multiple program platforms and custodians.

Philip Valeriano is a financial advisor at National Wealth Management Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Valeriano is a 50% owner and collaborator of My Delivery Door in Manilus, NY, where he contributes to operational aspects outside of trading hours. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals and retirement plans. The firm employs a long-term, objective-based investment approach tailored to clients, offering a range of portfolio management and consulting services through multiple platforms and custodians.

Matthew Heitman is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH. He holds the CFP®, CFA®, and ChFC® designations and has seven years of industry experience. His prior roles include positions at Fi3 Advisors, Key Private Bank, Ameriprise Financial Services, Fifth Third Bank, and Fidelity. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and supports a multi-office network with a formal accounting firm affiliation that enhances its combined tax and advisory services.

Vivienne Schleu is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with National Wealth Management Group since 2015 and also has a longstanding affiliation with LPL Financial since 2008. Outside of her advisory roles, she is president and part owner of Galleon Bay, a Florida land development company, and co-owner of Alpina Tax & Accounting Services, where she provides tax preparation and business advice. National Wealth Management Group offers fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client, utilizing a range of strategies and securities across multiple program platforms and account structures.

Lisa Gerardi is a financial advisor at National Wealth Management Group, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2016. Prior to that, she worked at LPL Financial beginning in 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as to retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and multiple program platforms.

Angela Howard is a financial advisor at National Wealth Management Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with National Wealth Management Group since 2016, having also worked at LPL Financial since 2008. Outside of advisory services, she has been involved in offering long-term care and fixed insurance products through several related insurance activities. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client’s needs, with a range of strategies and portfolio management options delivered through multiple program platforms.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and PNC Wealth Management. He is also co-host of The Money Alchemist Podcast, an investment-related podcast started in 2024. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and a multi-office team structure.

Vincent Valeriano is a financial advisor at National Wealth Management Group, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing. Valeriano is also a member of the disaster assistance response team for Samaritan's Purse, a role he has held since 2017. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm offers tailored, long-term investment strategies and comprehensive financial planning through a network of advisors and multiple program platforms.

Brent Gargano is a CFP® with 12 years of industry experience and is currently part of the team at National Wealth Management Group, LLC. He previously worked at UBS Financial Services and Fidelity in various advisory and brokerage roles. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm’s investment approach is long-term and tailored to each client, utilizing a range of strategies and multiple program platforms.

Richard Moss is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2011 and joined National Wealth Management Group in 2020. Outside of his advisory role, Moss is involved in supervising home visitations and reunification plans for at-risk youth through Damar Services Inc. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of services from portfolio management to retirement plan consulting, supported by a network of advisers and multiple program platforms.

Emilie Rowand is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at TIAA-CREF and TIAA for a decade before joining her current firm. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and custodians.

Katherine Petrelli is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has worked with National Wealth Management Group since 2016 and has been affiliated with LPL Financial since 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, client-tailored investment approach using a range of strategies and multiple program platforms, and maintains a multi-office presence with a formal affiliation with an accounting firm to integrate tax and advisory services.

James Lewis III is a financial advisor with National Wealth Management Group, LLC, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Independent Financial Partners, LPL Financial, SBC Wealth Management, J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and investment vehicles delivered through multiple program platforms and account structures.

Ronna Lao is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Her work history includes roles at Alpina Financial Consultants, LPL Financial, Raymond James Financial, Wealth Investment Group, and the Florida Department of Health in Broward County. Outside of advising, she is a one-third owner and manager of a rental property in Boca Raton, Florida. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and offers a variety of portfolio management and consulting services through multiple program platforms.

Donald Bateman is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with National Wealth Management Group since 2016 and has also worked at LPL Financial since 2013. Outside of finance, Bateman performs as a musician with the Donnie Bateman Band. National Wealth Management Group (NWMG) provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach with a variety of implementations and offers services through a network of adviser representatives and multiple program platforms, supported by a multi-office presence and a formal accounting firm affiliation.