Getting to Know RoseMark

Matthew M. Racanelli

Matthew Racanelli serves as President of RoseMark Advisors and Chief Financial Officer of AMAC, where he leads strategic financial planning and ensures long-term sustainability for both organizations. With a degree in Finance from Boston University and a strong entrepreneurial background — including founding RoseMark Advisors and successfully building and selling a vending business — Matthew brings a diverse, results-driven perspective to financial stewardship. A native of Fort Salonga, NY, Matthew is also a dedicated father of three who enjoys snowboarding and boating in his free time.

Ashley Shaljian-Morrone brings over 15 years of financial planning expertise to RoseMark Advisors. She holds credentials as a registered tax preparer and National Society of Accountants member, focusing on holistic financial planning to help clients achieve their goals with confidence. Beyond her professional work, Ashley is a devoted mother of two who enjoys skiing, boating, and road trips with family.

(631) 328-2365 amorrone@amac.us

Frank Kestler holds a Bachelor’s Degree in Finance from SUNY Oswego and is a licensed Life, Accident, and Health Insurance Agent. With over 15 years of experience in financial services, he is committed to helping clients achieve lasting financial security through personalized strategies and trusted guidance. Known for building strong client relationships, Frank empowers individuals and families with the knowledge and tools to make confident financial decisions.

(631) 699-2662 fkestler@amac.us

Erika brings deep expertise in Life Insurance underwriting with a talent for finding solutions for clients who may feel uninsurable. Known for creative problem-solving, she’s been with RoseMark Advisors and AMAC for several years and values the company’s alignment with honesty and service. Outside work, she’s a wife and mother of two who enjoys hiking, canoeing, running, snowboarding, and playing piano.

(631) 318-3925 esmall@amac.us

Justin Jordan joined RoseMark Advisors in 2020 after completing his Finance degree from the University of Scranton. During his undergraduate years, he actively participated in the PRISM investment club, where he helped manage university endowment funds. Known for developing tailored solutions that meet each client’s unique needs, Justin brings a strong foundation in investment strategy and personalized financial planning. A Long Island native, Justin enjoys golf and spending time with his two dogs.

(631) 318-3957 jjordan@amac.us

Bob DeAngelis brings over 55 years of experience in the life insurance industry with substantial leadership background. He spent 35 years at Equitable Life, including three decades as a senior manager overseeing a team of more than 25 agents. Since joining AMAC, he has been instrumental in developing RoseMark Advisors and mentoring new representatives. A Long Island native, Bob is a devoted family man who has spent decades coaching women’s softball and officiating high school sports.

(631) 699-2623 bdeangelis@amac.us

Dylan Starr serves as a Financial Advisor at RoseMark Advisors, focusing on life insurance and final expense planning. He holds licenses in Life, Accident, and Health Insurance along with Securities Industry Essentials (SIE) certification and is currently pursuing Series 65 and CFP® designations. Dylan earned his Economics degree from the University at Buffalo and emphasizes honesty, integrity, and long-term relationships in his client interactions.

(631) 616-5060 dstarr@amac.us

With over 40 years of experience, Steve Barbato is a seasoned financial advisor specializing in wealth growth, protection, distribution, and legacy planning. He provides guidance on life insurance, annuities, long-term care, business continuity, buy/sell agreements, disability coverage, and estate planning. Steve is a National Quality Award (NQA) recipient, Million Dollar Round Table (MDRT) member, and holds a BBA from St. Bonaventure University. Married to Helen for over 36 years, Steve enjoys fishing, bow hunting, and outdoor activities.

(631) 318-3974 sbarbato@amac.us