Doug Flynn CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Financial Consultant (ChFC®)
Partner and Co-Founder
516-746-9000

Doug works with high-net-worth individuals and their trusts, business owners, media personalities, professional athletes and other high-profile clientele. He specializes in providing comprehensive financial planning, private wealth management, strategic and tactical asset allocation and full, independent investment management services.

An invaluable resource to his clients and the media, as well as tax, legal and other financial professionals, Doug has appeared regularly on FOX Business, FOX News, CNN, CNBC, ABC, Newsmax TV, and nationally syndicated radio through SiriusXM and CNNRadio. In New York he has appeared on ABC7, CBS2, FOX5, PIX11 and NY1, radio WCBS880 and 77WABC, as well as other local, national and international TV and radio programs for many years.

He has been interviewed by or featured in the Wall Street Journal, New York Times, Financial Times, Newsday, Money, Reuters, Smart Money, InvestmentNews, Entrepreneur, Self, Research, Parents, Ticker, Financial Advisor, Details, New York Magazine, Journal of Financial Planning, On Wall Street, TheStreet.com, CNNMoney.com, FOXNews.com, ReutersTV, Yahoo! Finance, Huffington Post, and more...

Doug is credited with contributions to five best-selling personal finance books. He is also a recurring guest on several financial TV shows, where he discusses a wide range of economic, investment and financial planning topics.

To educate, enlighten, and empower, Doug has spoken at engagements across the United States for organizations such as American Express, Goldman Sachs, Bankrate, LPL Financial, Adelphi University, NHL Players Association, and the New York Yankees.

Involved in multiple activities, Doug generously donates resources to several worthy causes and presently sits on the board of a major local charity serving the needs of the underprivileged. Always a champion of financial literacy, he started a scholarship fund for finance majors at his alma mater which awards an annual scholarship benefit to deserving students.

He is also a member of the President’s Advisory Council of Adelphi University with recognition as a Major Benefactor, and is a long-standing member of InvestmentNews' Advisory Board.

Rich Zito CFP®, CMFC®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Mutual Fund Counselor (CMFC®)
Partner and Co-Founder
516-746-9000

Rich Zito is a CFP® Professional, a Chartered Mutual Fund Counselor, and the co-founder of Flynn Zito Capital Management, LLC, specializing in providing high-net-worth individuals and their trusts, business owners and their corporations, widows and widowers, media personalities, professional athletes and other high-profile clientele, with comprehensive financial planning, private wealth management, strategic and tactical asset allocation and full, independent investment management services.  He has been in practice since 1992.

An invaluable resource to his clients and the media, as well as tax, legal and other financial professionals, Rich has appeared on CNN as well as been interviewed by or featured in Investment News, Reuters, Yahoo! Finance, Journal of Financial Planning, Smart Money, New York Magazine, Financial Advisor Magazine, CNNMoney.com, Huffington Post, and many more.  Rich has also contributed to several personal finance books.

Rich has been active on many public and political forums, most notably as Communications Director for the election campaign of Judge W. Gerard Asher, New York State Supreme Court Justice.  His knowledge and experience has helped to enhance his skills as a CERTIFIED FINANCIAL PLANNER professional and has made him a highly sought after resource for high profile organizations. 

Rich gives much of his time to charity and family.  He generously donates resources to several worthy causes and is an active advocate for cancer research.  Always a champion of financial literacy, he started a scholarship fund for finance majors at Adelphi University which awards an annual scholarship benefit to deserving students, and is recognized as a Major Benefactor for the school.

Ryan Haiss CFP®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
516-746-9000

Ryan joined Flynn Zito in 2012 after graduating from Towson University with a bachelor’s degree in Business Administration.  Since affiliating with us, he has played a key role in researching and developing custom investment strategies for client portfolios. 

After obtaining the CFP® designation in 2017, Ryan put his passion for financial planning to work.   He specializes in providing comprehensive financial planning and asset allocation services for our clients.  He is recognized for his diligent service and enthusiasm to help individuals and their families pursue their financial goals and aspirations. 

Ryan is a Certified Financial Planner professional, a designation awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification and educational requirements. He upholds the high ethical and practice standards established by the CFP® Board.  He also holds Series 7, 63 & 24 Registrations with LPL Financial

Ryan grew up on Long Island and currently resides in Long Beach with his wife.  He is an avid Mets and Jets fan.  In his free time, he enjoys traveling, and spending quality time with family and friends.

Steve Aberman ChFC®

Chartered Financial Consultant (ChFC®)
516-746-9000 x 4

Steve joined Flynn Zito after spending nearly four years at Fidelity Investments. At Fidelity, Steve counseled and guided clients with assets ranging from $100,000 to $10,000,000. Most of his day was spent educating clients on all aspects of the market and how most efficiently to pursue their financial goals, whether that be through wealth accumulation and preservation strategies, retirement planning, income planning or 529 plans.

Prior to Fidelity Steve spent 15 years on the floor of the New York Stock Exchange for Goldman Sachs. He was a Designated Market Maker in stocks representing many aspects of the S&P 500 and totaling over $50B in market capitalization. He specialized in risk management and in overseas markets, focusing on Asia, India and Great Britain. Steve holds a Series 7, 63, and 4 Registrations with LPL Financial.

Steve grew up on Long Island and attended Hofstra University, graduating with honors in Communication Arts. He is an avid runner, hockey player, film buff and Bob Dylan fan. He is active in Kiva, a micro-financing charity that seeks to raise capital for Third World small business owners and entrepreneurs. When he is not doing any of those things, Steve’s favorite pastime is spending time with his wife, two children and his dog, Gordie. 

Stefan Gollisz CFP®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
516-746-9000

Stefan holds a Master’s Degree in Finance with a focus in Investment Analysis from the Zarb School of Business at Hofstra University, as well as a Bachelor’s Degree in Economics from Bucknell University with a minor in Mathematics. He began his career with Flynn Zito in 2019 as an intern and then served as a Trade Desk Operations Associate from 2021 to 2024.

Stefan achieved the CFP® designation in April of 2024 and since then has applied his devotion for helping people in the field of financial planning. As a CFP® professional, Stefan upholds the high ethical and practice standards established by the CFP® Board. He also holds Series 7 and Series 66 securities licenses with LPL Financial.

In his free time, Stefan loves to spend time with friends and family, traveling, and playing sports. He played Division 1 soccer while at Bucknell University.

Gary Simel

Financial Advisor

Gary has over thirty years of experience as a financial advisor. After successful careers at both JPMorgan Chase Investment Services and Wells Fargo Advisors, as a financial advisor and Vice¬ President of Investments, Gary affiliated with LPL Financial in 2012 with the goal of assisting clients in every aspect of their financial lives. He provides individual investment planning based on client needs, risk tolerance, and short-term and long-term goals, as well as retirement planning. Gary's focus is to provide a high level of service and attention to his clients and holds Series 7, 6, 63, 65 and 26 registrations through LPL Financial.

Gary graduated from American University with a business degree. He grew up on Long Island and now lives in Maine with his wife. Gary has a son, two horses, eleven chickens and one Golden Retriever. His hobbies include kayaking and badly playing golf.

Tina Malliet FPQP®

Financial Paraplanner Qualified Professional℠ (FPQP®)
Operations Department Manager
516-746-9000

Tina began her financial career in 2005 as an intern for Flynn Zito Capital Management, LLC, while studying Economics and Applied Mathematics at Hunter College in New York City.  After learning many key elements of the business, she ventured off to other fields such as Real Estate and Insurance. 

In 2008, Tina returned to Flynn Zito Capital Management, LLC as a general assistant.   With dedication to her work and knowledge of account processes, she has risen to become the Operations Department Manager.  Her focus is to make our client's experience of opening new accounts and maintenance as effortless as possible.

Tina was born on Long Island and has called it home ever since.  In her free time, she enjoys spending time with her son, crocheting and writing.

Derrick Stubblefield

Chief Technology Officer, Director of Administration
516-746-9000

Derrick Stubblefield joined our organization in 2011, bringing with him over ten years of Client Service and Management experience. As Chief Technology Officer, Director of Administration, Derrick works diligently to manage our Compliance Program as well as ensure the office operates efficiently.  

As an account executive for Skytel Communications he learned the valuable lesson that each interaction with a client is a serving opportunity and he has taken that with him throughout his career.  As an assistant Manager of Customer Service and sales processing at Natural Organics Incorporated, not only did he discover an affinity for systems and processes, but also strengthened his ability to be a motivator and leader.  He took these skills to a position at Ramp Motors as the Business Assistant to the co-owner and VP of Sales.  This was the final operational piece of experience that his previous experiences prepared him for as he had a hand in running five General Motors sales divisions.

Derrick hails from North Carolina and attended the University of North Carolina at Chapel Hill, where he studied English and enjoyed being chair of the Black Student Movement membership committee.  He was also a participant and committee member of Unitas, a unique living and learning program run by the University.

In his free time, Derrick enjoys spending time with family and enjoying local events and activities.

Mitchell Bermudez

Client Relationship Manager
516-746-9000

Mitchell serves as the Client Relationship Manager for Flynn Zito. He will continue to use his experience and knowledge in trading, coupled with adeptness in handling client requests across all aspects of our services, to foster strong connections and deliver exceptional service to our clients.

Mitchell has been a member of the firm since he joined as an Intern in 2017, and has spent the previous years in various roles, more recently as our Senior Trade Desk Operations Associate. He holds a degree in Finance from the Lubin School of Business at Pace University in New York City.

He was born and raised on Long Island and enjoys playing sports, snowboarding, painting, and spending time with family.

Robert “Trip” McLane

Trade Desk Operations Manager
516-746-9000

Trip graduated from the College of Wooster with a Bachelor’s Degree in Economics. He began his career as a mortgage banker for Quicken Loans, while also spending time with Merrill Lynch as a financial advisor.

Trip has been with the firm since 2018 and holds his Series 7 securities registration through LPL Financial and the Series 66 registration through LPL Financial and Flynn Zito Capital Management. After starting as a Trade Desk Operations Associate, he currently holds the position of Trade Desk Operations Manager.

In his spare time, Trip enjoys watching sporting events, playing racquet sports and spending time with friends and family.

Peyton Flynn

Operations Associate
516-746-9000

Peyton first joined Flynn Zito as a Communications Intern in college, running our social media accounts. Today Peyton holds the title of Operations Associate. Peyton received her Bachelor’s Degree with Honors from Sarah Lawrence College in 2019. During college, she played Division III Soccer as a Midfielder and was a prominent member of the Disability Alliance. Peyton wrote our corporate sustainability practices and facilitates opening new client accounts. She brings her strong sense of initiative, skilled communication, and creative problem solving to her role at Flynn Zito. 

Cole Flynn APMA®

Accredited Portfolio Management Advisor℠ (APMA®)
Investment Strategy Operations Associate
516-746-9000

Cole graduated with a Master's Degree in Finance from the Graduate School of Business at Bentley University, as well as a Bachelor's Degree in Economics & Finance with Honors. He started his financial career at GraniteShares ETFs in New York City, working with innovative Exchange Traded Fund (ETF) products in US Equities, Commodities & Fixed Income.

Cole is currently pursuing the Chartered Financial Analyst as a CFA® Program participant, CFA Institute. He completed Level 1 in 2024. Cole holds his Series 7 and Series 63 with LPL Financial, and Series 65 securities licenses with Flynn Zito Capital Management, as well as the Accredited Portfolio Management Advisor℠ (APMA®) designation. Additionally, Cole has published financial research with contributions to the NRHC. He is excited to continue his career as a full-time member of Flynn Zito supporting our advisors.

Outside of the office, Cole enjoys country music, playing hockey, and traveling around the world.

Maria Patino FPQP®

Financial Paraplanner Qualified Professional℠ (FPQP®)
Operations Associate
516-746-9000

Maria started her financial career in 2020 as the Operations Associate for a boutique investment bank located in New York City. She has a bachelor’s degree in Economics from Icesi University in Colombia. In 2022 she assisted the closing bell ceremony at the Nasdaq MarketSite and now continues to develop her knowledge and skills as an Operations Associate for Flynn Zito Capital Management.

In her free time, she enjoys playing volleyball and spending time with family and friends.

Sabrina Singh

Receptionist

Sabrina joined Flynn Zito in 2023 as our Receptionist, with a strong background in Customer Service and over 13 years of experience in the wholesale industry. She has consistently shown her knowledge, and skill with a diverse background in both Operations and Human Resources and has a reputation for delivering results. As a driven and detail-orientated professional, Sabrina strives to ensure that projects achieve the highest level of quality and continuously work towards the needs of clients. When not working, Sabrina enjoys spending time with her family and cooking.
 

Brooke Ober

Digital Marketing Consultant
516-746-9000

Born and raised in Chicago, Brooke received her Bachelor of Science Degree in Marketing from Butler University. She has over 10 years of experience in marketing and communications in a variety of industries including manufacturing, non-profit, and retail. Brooke enjoys working in the financial services industry to help educate people on best practices and industry trends so they can enjoy a fulfilled and prosperous career and life in retirement.

Brooke is an employee of LPL Financial within Business Solutions and helps Flynn Zito achieve its marketing goals with thoughtful strategy and execution.

Brooke lives in Fort Mill, SC with her husband, 3 children and dog. She enjoys traveling, reading, and staying active.