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Our Membership: Advisors

Advisor Core Competencies

With extensive, hands-on business
expertise, our advisors deliver immeasurable value to our members. Browse our entire advisory team or select the key focus areas you need to expand your business or execute your transition.

Partner Categories

Andrew Abramowitz

Corporate Attorney
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Andrew Abramowitz is a corporate and securities transactional attorney with outstanding depth and breadth of experience accumulated in over twelve...

Anthony Tomaro

CPA
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Prior to joining Decosimo Corporate Finance, Tony was a Consulting Partner with Grassi & Co., CPA’s, a large Advisory &...

Avi Sinensky

Corporate Attorney
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Avi Sinensky has a broad-based transactional practice with extensive experience advising both buyers and sellers in the structuring and negotiation...

Bert Lurch

Healthcare Consultant
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E Central Medical Management is a one stop shop for doctors. We are in the business of helping doctors go...

Brendan O’Brien

Vice President Senior SBA Business Development Officer
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With decades of commercial lending experience, I deliver on a commitment to exceptional customer experiences with consistently funded results. I...

Brian Mclntyre

Partner
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Brian McIntyre is a Partner and Market Leader of Corporate Valuation and SBA Loan Valuations in the Princeton office of...

Chris Benic

Tax Manager
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Chris Benic, a Hofstra University graduate who majored in Marketing and Minored in Accounting and Tax ensures the firm’s continued growth...

Douglas E. Rowe

Attorney (Labor and Employment)
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Douglas E. Rowe is a Partner at Certilman Balin Labor and Employment Group. His broad range of expertise includes claims alleging discrimination...

Douglas Lieberman

Corporate Attorney
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Douglas M. Lieberman is a 1986 graduate of the Hofstra University School of Law, where he was an Articles Editor of...

Erin Hoffman

Financial Advisor
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Erin Hoffman is a Financial Advisor at Certified Financial Services, LLC (CFS), a wealth management firm headquartered in Paramus, NJ,...

Ezra Fireworker

MBA, CSAF - Principal
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Dedicated, Cost Accountant, Quality Due Diligence on Business and Property Acquisitions “Solid Metrics Generates Steady Cashflow”. Ezra brings over 20...

James Vigna

VP SBA Lending
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Jim Vigna joined Live Oak Bank as a Vice President in April 2019. He has more than 20 years of...

Jason Helfenbaum

President
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Jason Helfenbaum and his company, ClicKnowledge, create customized training and knowledge management solutions that address operational issues and opportunities for...

Jason Kohl

CCIM
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Jason Kohl has a 30+ year track record of deploying the capital needed for entrepreneurs and family-owned businesses to implement...

John Klimchak

Group Benefits Advisor
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John Klimchak, CFP, MBA is an accomplished group Healthcare Benefits Consultant with 30+ years of experience specializing in driving down...

Jorge Salva

Partner Attorney
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Partner Jorge R. Salva has over twenty years of experience handling commercial litigation and complex corporate transactions on behalf of...

Joseph Milizio

Corporate Attorney
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Managing Partner Joseph Milizio leads VMM’s Business and Transactional Law, Exit Planning for Business Owners, and LGBTQ Representation Practices. Mr....

Ken Pischel

Fractional CFO
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Ken Pischel is the founder and Managing Member of Dynamic Business Consultants LLC, a firm that provides financial consulting services...

Kyle Griffith

CBI - Certified Business Intermediary
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Kyle is a Founder of The M&A Alliance and Managing Partner and Principal of the NYBB Group. He represents small...

Lani Medina

Senior Associate
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Lani E. Medina is a seasoned corporate transactional attorney and Air Force veteran with a distinguished career spanning prestigious global...

Len Garza

Corporate Law, Principle - Garza
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For over a decade, attorney Len Garza has represented companies, business owners, and other stakeholders regarding a wide variety of...

Lincoln DaCosta

Senior Financial Advisor
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Lincoln is a seasoned financial advisor professional with Wells Fargo Advisors Financial Network with nearly 30 years of experience helping...

Marc Miller

Ph.D., ACC
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Marc Miller is President of MLM Coaching & Consulting, LLC. He provides executive coaching to executives, professionals, and business owners...

Marc Snyderman

Partner
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Marc is a Partner with OGC Solutions, a 20-attorney firm in Northern New Jersey specializing in disruptive lawyering. He is...

Martha Mistretta

Insurance Advisor
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With over 20 years of experience in sales, consulting, and relationship building, I offer a unique perspective that enhances my...

Mary Soldano

SBA Lender and BDO
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A passionate SBA 7a lender, Mary Soldano is driven to create access to capital for America’s entrepreneurs, specifically through business...

Matt Soldano

Business Broker
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With over a decade of experience in small business management within the foodservice industry, Matt Soldano is a passionate professional...

Matthew Barrett

Business Development Executive
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Matthew is a Business Development Executive at Withum focusing on the New York and Philadelphia markets. He obtained his Bachelor’s...

Pomy Ketema

Special Counsel
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Pomy Ketema is Special Counsel at A.Y. Strauss, LLC. She has over twenty years of experience assisting clients of all...

Robert DePalo Jr.

JD CExP
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Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra...

Robert Puerto

CPA
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Robert heads up the firm’s Assurance Services practice. Robert is a results oriented financial professional with over twenty years experience in...

Roy Pellicano

vCIO IT Consultant/Business Advisor
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The global business landscape is undergoing revolutionary impact from the “Intelligence Era.” Thriving in this era requires fundamental shifts in...

Salvatore Ingravallo

Partner
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Salvatore Ingravallo – NYC Chapter  Risk Manager, Acrisure    Certified risk manager to property and business owners to mitigate risk exposures with appropriate property & casualty insurance products.  Won negotiations with insurance carriers and insurance adjusters displaying strong conflict-resolution skills.  Led the negotiation and completed the sale of the insurance agency’s assets to global private equity firm, Acrisure. ...

Simone Sloan

Executive Strategist and Founder
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Simone Sloan, Founder and CEO of Your Choice Coach. She is a certified executive coach, trainer, and facilitator. Simone has...

Stephen Alberti

Commercial Insurance Broker
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Stephen has had a 40+ year career in the insurance industry. He started in 1977 with Liberty Mutual in both...

Susan Ganz

Strategic Advisor
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Susan Ganz is a Strategic Advisor to senior-level executives of middle market and larger, global companies, working on key strategic...

Tatiana Domanski

Strategic Partner
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Tatiana has been in the financial services industry for over 15 years. She received her MBA in Finance from Pepperdine...

Theresa Zeidler

Director, US & UK Valuations
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As Practice Director-Valuations, Theresa is an experienced consultant, strategist, and advisor with 20 years of experience who has provided valuation...

Thomas O’Rourke

Attorney
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* Admitted to bar California; New York; U.S Court of Appeals for the Federal Circuit; registered to practice before the...

Viraj Bhogle

Transaction Advisory Services (TAS), Director for KNAV
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In his 10 years of professional experience with KNAV, Viraj has advised multiple Indian conglomerates and private equity firms across...

Winnie Benjamin

Business Performance Advisor
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Our Partners Winnie Benjamin – Business Performance Advisor Winnie Benjamin is the Founder and Chief Operation Officer of Stewardship Masters...

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