Novem Group

Robert Bartolotta is a financial advisor at Novem Group with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at American Portfolios Advisors, Inc. and other firms prior to joining Novem Group in 2012. Bartolotta serves as the board president of the Novem Foundation, a nonprofit entity that donates to charitable causes, and is a board member of Briarwood of Eastpointe, a homeowners association. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies including fundamental, cyclical, and technical analysis, and offers a wrap fee program alongside referrals to third-party money managers.

Thomas Froehlich is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating his own firm, Froehlich Financial Group, Ltd., for over two decades. He continues involvement with Froehlich Financial Group, Ltd. outside of his advisory activities. Novem Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a range of analytical approaches and investment strategies while offering discretionary management and access to third-party money managers as part of its service model.

Andrew Gentile is a financial advisor with Novem Group, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., The Leaders Group Inc, and Capitas Pinnacle of GA. He serves on the Finance Committee of Tequesta Country Club and is a board member of the Fellowship of Christian Athletes. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a variety of investment strategies and offers discretionary management, regularly monitoring accounts and utilizing third-party money managers as part of its service offerings.

Matthew Spilfogel is a financial advisor with Novem Group in Jupiter, FL, holding a Series 65 designation and two years of industry experience. Prior to joining Novem Group, he worked at Antimicrobial Solutions, LLC, Temple Torat Emet, and G-Star School of the Arts. Novem Group provides ongoing portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes.

Jordan Reinertson is a financial advisor at Novem Group with a Series 66 designation and four years of industry experience. He has worked at American Portfolios Financial Services and Five Points Bank, where he currently serves as an investment officer. Outside of his financial advisory role, Reinertson is a high school basketball official and a golf instructor in central Nebraska. Novem Group provides portfolio management and financial planning to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm employs a range of investment strategies across multiple asset classes and offers services including wrap fee programs and referrals to third-party money managers.

Mark Gatti is a CFP® professional with 44 years of experience in the financial industry. He is currently an advisor at Novem Group, where he has worked since 2020. Prior to that, he held roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and H.D. Vest Investment Securities, Inc. Mark also owns Topsfield Financial Group, a tax preparation business. Novem Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a mixed approach that includes fundamental, cyclical, and technical analysis and offers discretionary management with regular monitoring across various investment vehicles.

Stephen Roehrig is a financial advisor at Novem Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Portfolios, Novem Group, and Osaic Wealth. Outside of his advisory role, he is a member of Gem Creek Brewery, LLC in Canandaigua, NY. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, government entities, and other investment advisers. The firm employs a combination of fundamental, cyclical, and technical analysis across various asset classes and uses individualized investment policies to guide portfolio construction.

Jeremy Raco is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Novem Group since 2013 and is currently also affiliated with Osaic Wealth, Inc. In addition to his advisory roles, he offers life insurance solutions upon client request. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis across various asset classes, tailoring portfolios to client goals and risk tolerance.

Daniel Williams is a financial advisor at Novem Group in Rochester, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Novem Group, he worked at St. John Fisher University and Wegmans. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis, offering both long-term and short-term investment strategies tailored to client objectives.

James Ugone is a financial advisor with Novem Group in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 22 years before joining Novem Group in 2014. Outside of his advisory role, he is the owner of Topsfield Financial Group, where he is a licensed insurance agent involved in occasional insurance sales. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combined fundamental, cyclical, and technical analysis approach, managing portfolios across multiple asset classes with individualized Investment Policy Statements guiding portfolio construction.

Vincent Palumbos is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Novem Group since 2017 and previously held roles at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, Palumbos serves as a Safety Officer and Mission Pilot with the Civil Air Patrol, participating in cadet education and search and rescue operations. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and may refer clients to third-party money managers, offering both discretionary and non-discretionary advisory services.

Colin Murray is a financial advisor with Novem Group, holding a Series 66 designation and four years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Five Points Financial. Outside of his advisory work, he serves as an assistant basketball coach for Kearney Public Schools. Novem Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and offers discretionary management, with additional services such as wrap fee programs and referrals to third-party money managers.

Kimberley Kosko is a financial advisor at Novem Group with seven years of industry experience. She holds a Series 65 designation and previously worked at The Wolford Law Firm for three years. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies including fundamental, cyclical, and technical analysis and offers both discretionary and non-discretionary management across multiple asset classes.

Kris Tower is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, Tower held roles at Novem Group since 2015 and American Portfolios Advisors, Inc. from 2006 to 2024. He serves as a board member of the Financial Planning Association Political Action Committee. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment products and advisory programs.

Anthony Simonetti is a financial advisor with Osaic Wealth, Inc. in Rochester, NY, holding a Series 66 designation and over 17 years of industry experience. His prior work includes roles at Novem Group, Inc. and American Portfolios Advisors, Inc. He is the founder and president of the Just Breathe Foundation, a charitable organization. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisers.