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(516) 240- 1893

drothman@rothmanwealthstrategies.com

Dean Rothman, AAMS

Founding Partner

Dean M. Rothman, AAMS, is a Financial Advisor with Park Avenue Wealth Management. He began his career in the equity markets in 2000 with Deutsche Bank Capital Markets, then founded his own wealth management and financial advising practice in 2003. For more than 25 years, Dean has operated his practice through the office of National Financial Network, Inc., a leading professional financial services firm in the Northeast. In 2026, Dean was recognized by Forbes as a Top Wealth Advisor, Best-in-State, and was named to the Long Island Press Power List. To better reflect his team's culture and values, Dean rebranded the practice as Rothman Wealth Strategies, an office of National Financial Network, Inc. The rebrand supports the team's continued growth in the community and beyond — reinforcing their commitment to clients, Dean's initiative to promote financial literacy among young adults, and the team's ongoing focus in building tailored financial strategies rests at the core of the business. Dean and his team at Rothman Wealth Strategies remain a trusted pillar of consistency and insight in wealth management, retirement income planning, asset protection, and advanced financial planning strategies. Dean lives in East Islip, New York, with his wife, Jessica, and their daughters, Emily and Olivia. A fun fact: Dean has completed six IRONMAN triathlons, along with numerous other endurance races. Committed to your endeavor: Building wealth, Maximizing value, Enhancing life, Preserving legacy. LICENSES / DESIGNATIONS / AWARDS Series 7 – General Securities Registered Representative Series 63 – Uniform Securities Agent Series 66 – Uniform Securities Agent and Investment Advisor Representative Series 55 – Limited Representative, Equity Trader New York State Life & Health Insurance License AAMS – Accredited Asset Management Specialist Forbes - Top Wealth Advisor - Best in State - 2026 Long Island Press - Power List - 2026 Forbes “Best‑In‑State Financial Security Professionals” list 2026. Awarded 4/2026. Research and ranking provided by SHOOK Research, LLC. Neither SHOOK nor Forbes receive compensation in exchange for placement on the ranking. Past performance is not a guarantee of future results. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 900 Stewart Avenue, Suite 500, Garden City, NY, 11530, 516-745-5600. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. CA Life Ins License #0H61501

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mtomitz@rothmanwealthstrategies.com

516-240-1907

Maria Tomitz

Client Engagement Specialist

Maria Tomitz, Assistant to Dean M. Rothman, began her career in the financial markets in 1994 as a Registered Sales Assistant. She earned a BS in Finance from St. John's University.  ​ In addition to client services, Maria also provides operational support and expertise to the firm’s 90+ Registered Representatives. Maria lives in Smithtown, New York with her two children, Derek, and Nadia.

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Carlo Ritaccio, MBA

Financial Advisor

Carlo Ritaccio, MBA, has been a Financial Advisor with Park Avenue Wealth Management since 2024. He earned his BBA in Financial Management from the University of Akron and his MBA in Finance from Hofstra University. Carlo is a top advisor on the Rothman Wealth Strategies team, an office of National Financial Network, Inc., where he assists with portfolio management and personal planning for clients — helping implement wealth-building strategies and retirement income planning. As of 2025, he is a Certified Financial Planner (CFP) candidate, undergoing rigorous training across the diverse areas of financial planning. Before joining Park Avenue Wealth Management, Carlo was a professional soccer player. He was drafted 63rd overall by the Chicago Fire FC in the 2022 MLS SuperDraft, following a standout career playing Division 1 soccer at the University of Akron, where he served as a three-year team captain. A native of Westbury, New York, Carlo speaks fluent Italian. Outside of work, he enjoys watching soccer and playing golf and tennis with his brothers, Giraldo and Matteo, and his fiancée, Juliana. LICENSES Series 7 – General Securities Registered Representative Series 66 – Uniform Securities Agent & Investment Advisor Representative Securities Industry Essentials (SIE) NY State Life & Health Insurance license Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 900 STEWART AVENUE, SUITE 500, GARDEN CITY NY, 11530, 516-7455600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian

critaccio@rothmanwealthstrategies.com

516-279-5658

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