Novem Group

Robert Bartolotta is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with American Portfolios Advisors, Inc. and American Portfolios Financial Services, and has operated his own business since 1992. Bartolotta serves as board president of the Novem Foundation, a nonprofit organization. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, government entities, and other investment advisers. The firm employs a combination of fundamental, cyclical, and technical analysis across a range of investment products and offers both wrap and non-wrap portfolio management arrangements.

Thomas Froehlich is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc., and he is the owner of Froehlich Financial Group, Ltd., which provides insurance services. Novem Group offers discretionary and non-discretionary investment supervisory services and financial planning 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 combination of fundamental, cyclical, and technical analysis with tailored investment strategies guided by individualized Investment Policy Statements.

Andrew Gentile is a financial advisor with Novem Group, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., The Leaders Group Inc., and Capitas Pinnacle of GA. Outside of advisory work, he is a board member of the Fellowship of Christian Athletes and serves on the Finance Committee at Tequesta Country Club. 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 and profit-sharing plans, charitable organizations, and government entities. The firm employs a multi-faceted investment approach combining fundamental, cyclical, and technical analysis, with portfolio management tailored to client goals and risk tolerance.

Matthew Spilfogel is a financial advisor at Novem Group in Jupiter, FL, holding a Series 65 designation with one year 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 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 multiple asset classes, tailoring portfolio construction to individual investment policies and risk tolerances.

Jordan Reinertson is a financial advisor with Novem Group and holds a Series 66 designation. He has three years of industry experience, having worked previously at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Five Points Bank. Outside of advising, Reinertson serves as a high school basketball official and has worked as a golf instructor, hosting junior golf camps in central Nebraska. 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 combines fundamental, cyclical, and technical analysis with a range of investment strategies tailored to client goals and risk tolerance.

Mark Gatti is a CFP®-certified financial advisor with over 43 years of industry experience. He is currently with Novem Group and has previously worked at firms including Osaic Wealth, Inc., American Portfolios Advisors, Inc., and H.D. Vest Investment Securities, Inc. In addition to his advisory role, he owns and operates Topsfield Financial Group, a tax preparation business. 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 and offers a range of portfolio management arrangements tailored to client goals and risk tolerance.

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 at Novem Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and Wall Street Financial Group. Outside of his advisory work, he serves as a safety officer and mission pilot for the Civil Air Patrol, participating in cadet education and search and rescue operations. 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 and profit-sharing plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to tailor portfolios across various asset classes according to client goals and risk tolerance.

Colin Murray is a financial advisor with Novem Group in Grand Island, NE, holding a Series 66 designation and three years of industry experience. He has worked with Osaic Wealth, Inc. and American Portfolios Financial Services, Inc., and serves as an assistant basketball coach for Kearney Public Schools. Novem Group offers 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 in managing portfolios across various asset classes, guided by individualized investment policies.

Kimberley Kosko is a financial advisor with Novem Group in Rochester, NY. She holds a Series 65 designation and has seven years of industry experience, including prior roles at The Wolford Law Firm and Life In Color. 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 and profit-sharing plans, charitable organizations, and government entities. The firm employs a multifaceted investment process combining fundamental, cyclical, and technical analysis, offering portfolio management across a broad range of asset classes tailored to client goals and risk tolerance.

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.