A CERTIFIED FINANCIAL PLANNER® practitioner and Accredited Estate Planner, Marisa believes in building long-term relationships and providing personalized care. After clerking for a New Jersey Superior Court Judge, Marisa earned her CFP® designation at Asset Strategies. She continued at a boutique Registered Investment Advisory firm in New York City, where she broadened her perspective on the financial industry, gaining insights that would later shape her vision for portfolio management and client service. Beyond her professional work, Marisa is deeply committed to her community, serving on various local boards to give back and support the causes she cares about. Her dedication to both her clients and her community reflects her core values of service and integrity. Education: Juris Doctor, Benjamin N. Cardozo School of Law B.A., Sociology, Vassar College Certifications: Certified Financial Planner™ (CFP) Accredited Estate Planner (AEP)

A Certified Public Accountant (CPA), Alan began his career by establishing a tax practice, Rothstein & Co., CPA’s. Recognizing the growing need for more comprehensive financial advice among his clients, he expanded his services and founded Asset Strategies, Inc., a fee-only registered investment firm, over 20 years ago. Experience: Known for his humor, honesty, and love for the Yankees, Alan ensures that every interaction is not only informative but also enjoyable. He understands that behind every financial decision is a person or family, and he takes great pride in being a trusted advisor and confidant. In 2024, Alan was proud to merge his business with his daughter’s, together leading Siena Private Wealth. This partnership has not only strengthened the firm's capabilities but also fulfilled his vision of working and growing alongside his family. As Alan continues to lead with passion and integrity, he remains dedicated to fostering a culture of trust and excellence within the firm, aiming to provide every client the highest level of personalized financial guidance. Education: MA in Business, Western New England BS in Accounting, New York University Certifications: Personal Financial Services (PFS) Certified Public Accountant (CPA)

Nolan serves in an operational leadership role with the firm, where he is responsible for overseeing internal operations, human resources, and internal compliance functions. Separately, Nolan is a licensed attorney and provides legal advice and services through his independently owned and operated law practice, Siena Legal, which is not affiliated with or supervised by Advisory Services Network, LLC. Through his legal practice, Nolan focuses on estate planning matters, including assisting clients in understanding and implementing legal documents that may be relevant to their individual circumstances. Clients who choose to engage Siena Legal do so directly and independently of the advisory firm

Laura provides exceptional service and personalized attention, aiming to meet each client’s unique needs with care and professionalism. Whether addressing questions, facilitating transactions, or providing guidance, Laura is a reliable and approachable resource. Laura is based in Atlanta, Georgia, but maintains her deep commitment to her NY Yankee roots.