As Managing Director and Financial Advisor at The Choice Group, Bryce's passion is to work with clients to pursue their financial goals through education, trust, and long-term planning. Family is his priority both in his work by creating a healthy and successful work culture within the TCG group and for his clients, and in his personal life as a husband and father of two handsome boys. He understands the importance of planning so that clients and their loved ones can work toward living comfortably. His business savvy-ness and interest with investing began with a few AT&T stocks he was gifted at just 1 years old. It is that early experience that has reinforced his philosophy of “Time in the stock market and not timing the stock market”. His passion to understand all things finance and sharing that education with those around him has developed into his career.

Bryce’s main concentration is retirement planning. Whether for those that are nearing that time in life or just starting out in their career, it's important to think ahead and lay the foundation of knowledge for the following generations so that not only are the clients taken care of, but the families are as well.

Ira is a hardworking Managing Director and Financial Advisor at The Choice Group. His outgoing and charismatic nature are complementary to his prudent money management skills which make him the ideal TCG partner. Ira is also a die-hard music fan (with many rock musicians as his clients), a huge sci-fi fan, and is very devoted to his family - never missing a softball or soccer game for either of his kids.

Ira’s core focus at The Choice Group is portfolio modeling and management, of which he has twenty-plus years of experience. He creates and manages personalized investment allocations for clients in a thoughtful and strategic way and builds portfolios to help his clients pursue their future goals. He is a relatable, valuable and creative team member of The Choice Group.

John has an intense passion about his work and cares about his clients as much as he does his own family. His entrepreneurial spirit and competitive nature have helped make him a successful financial advisor for the past 25+ years and as Financial Advisor and Managing Director, his experience allows him to help in all aspects of the financial journey, primarily focusing on retirement and asset management.

In his former role as an avid football player, John learned to never give up, and he is constantly striving to provide clients with reliable advice and transparent conversations about the income needed, how to work toward preserving money, and pursue growing assets for the future. And the next time you meet with him, ask him about the American Gladiators - he can share some fun stories.

Daniel is The Choice Group's First Vice President and Financial Advisor with more than ten years of financial experience. He earned his title concentrating on budgeting, retirement planning, and investment proposals aimed at building a secure future for his clients. Having just recently started his own family, Dan understands the importance first-hand of planning for the future, and strives to help his clients navigate the ever-changing market and alleviate the fear of tough financial objectives.

Daniel is also dedicated to helping individuals outside of the office through charitable races and events across Long Island. His caring and selfless nature is the perfect complement to his financial experience.

Phil Siegel specializes in personalized financial strategies for individuals, families, and business owners. Phil offers clear, client-focused guidance on retirement planning, IRA rollover services, portfolio management, and major life transitions. He is known for a transparent, relationship-driven approach—no product pushing, just practical strategies tailored to your goals. He excels at helping you simplify complexity and make confident, informed financial decisions.

Nicholas Castoro is a Senior Wealth Advisor with over 13 years of experience providing comprehensive financial strategies to help clients manage, grow, and preserve their assets. He works closely with individuals and families to develop customized strategies aligned with their long-term financial goals, emphasizing thoughtful planning, risk management, and disciplined decision-making. Known for his client-focused approach and deep industry knowledge, Nicholas is committed to building lasting relationships grounded in trust and transparency. Outside of work, he is actively involved in dog rescue and enjoys running, skiing, and spending time outdoors.

Greg Warren is a Senior Wealth Advisor with The Choice Group. In this role, he works directly with clients to address their investment and wealth management needs. Collaborating with internal and external advisors to deliver a holistic approach.
 
Greg helps accomplished individuals, families, and foundations build, manage and sustain their wealth. Through our multidisciplinary approach, he works with clients to actively and intentionally power the goals they care about.
 
Greg joined the firm in 2026 and has more than 9 years of experience in the financial services industry. His previous experience includes serving as a Wealth Manager for BNY Wealth, Private Client Advisor for JPMorgan and Financial Advisor for Merrill Lynch.
 
Greg received a bachelor of arts in communications with a dual minor in sociology and business administration from the University at Albany, SUNY. He resides on Long Island and in his free time enjoys being active, traveling, exploring new restaurants and attending baseball games.

Danielle brings lifelong relationship building experience to The Choice Group and acts as the glue for both the internal team and with clients. As the Executive Assistant for the team, she brings years of experience cultivating relationships.

Danielle’s hardworking and considerate nature is what keeps The Choice Group going. Professionalism and camaraderie are essential for a complete and cohesive experience as well as a deep understanding of the financial industry, and she strives to bring that to each and every person (client or not) that interacts with The Choice Group. 

Greylli Zapata is a dedicated Executive Assistant at The Choice Group Wealth Management, bringing broad experience supporting leaders across various industries. She plays a key role in empowering the firm’s leadership to focus on innovation and growth, all while ensuring personalized client service. Passionate about operational excellence, Greylli helps drive team success by enabling executives to achieve their goals efficiently and effectively.