For over 14 years, Ed Mertiri has guided clients toward financial independence through a disciplined investment approach and long-term financial planning.

Ed earned his Master’s Degree from the Zicklin School of Business and is a Chartered Financial Analyst (CFA) Level III candidate as well as a licensed CPA in New York, New Jersey, and Florida.

Before founding Empire State Wealth Advisors Inc Main Street Asset Management LLC in 2016, Ed held positions at Securities America Inc., LPL Financial Services, and JPM Chase.

Outside of work, he enjoys traveling, reading, community involvement, and spending time with his family.

Greg beganbegan working as an adviser after a career in banking in 1974 before founding Gregory G. Stevens Inc., which would become Stevens & Sweet in 2011.

Greg served as both the Tax Assessor and Tax Collector for the Town of Tuxedo from 1986 - 2017.

Greg is a member of St. Mary's-in-Tuxedo Episcopal Church and is a regular volunteer within the organization. He is a former Tuxedo Park Fire District Commissioner and was a founding member of the Tuxedo Chamber of Commerce.

Outside of tax season, Greg can usually be found on the golf course with his friends, or spending time with his children and grandchildren. 

Ervin Koci, CPA as a partners of the firm, specializes in tax planning strategies designed to work hand-in-hand with long-term investment planning. His approach focuses on aligning tax efficiency with wealth accumulation, helping clients make informed decisions that reduce current tax exposure while supporting future financial goals.

Ervin works closely with business owners, professionals, and high-net-worth individuals to integrate entity structuring, retirement planning, and investment-aware tax strategies into a cohesive plan. His strength lies in bridging the gap between compliance and strategy—ensuring that tax decisions support broader investment and financial objectives.

Peter J. Marchiano, Jr., CPA is a relationship-focused advisor who believes successful business is built on trust, clarity, and long-term partnerships. He began his accounting career with the intention of joining a large national firm but ultimately chose a local CPA practice, where he could work more closely with clients and deliver more personalized guidance.

Peter specializes in tax resolution and compliance matters, with a strong emphasis on integrating those solutions into broader financial and investment planning strategies. His approach helps clients not only resolve tax issues, but also put structures in place that support long-term financial stability and smarter investment decisions.

Carlie Barbera is an Investment Associate who supports the development and implementation of investment strategies aligned with clients’ overall financial and tax planning objectives. She works closely with advisors and clients to help ensure portfolios are structured efficiently and remain consistent with long-term goals.

Carlie focuses on portfolio analysis, account coordination, and ongoing investment support, helping bridge day-to-day execution with broader planning strategies. Her role emphasizes precision, follow-through, and clear communication to support a seamless client experience.

Karen Lewis is responsible for overseeing day-to-day operations at the firm’s New York office. She plays a key role in coordinating administrative functions, supporting client service needs, and ensuring the office runs efficiently and smoothly.

Karen manages scheduling, document flow, and internal support, helping maintain organization, responsiveness, and a positive client experience at the New York location.

Christine is responsible for overseeing day-to-day operations at the firm’s New Jersey office. She plays a key role in coordinating administrative functions, supporting client service needs, and ensuring the office runs efficiently and smoothly.

Christine manages scheduling, document flow, and internal support, helping maintain organization, responsiveness, and a positive client experience at the New Jersey location.