Joseph McCarthy is a CFP® with 43 years of industry experience, currently serving as an advisor at AFG Fiduciary Services. He has worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors Financial Network, LLC. In addition to his advisory role, he is involved in selling fixed income annuities and insurance. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis investment approach and offers tailored, holistic engagement solutions.

Susan Skahan is an Investment Advisor Representative with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Inc. since 2021 and was previously with Wells Fargo Advisors Financial Network from 2015 to 2021. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach to portfolio construction while maintaining flexibility for shorter-term adjustments and leverages various investment tools as appropriate.

Brian Kenney is an investment advisor with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Alignment Financial Group. Kenney is also a licensed independent insurance agent providing fixed and indexed annuity solutions. AFG Fiduciary Services offers discretionary wealth management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm uses a primarily long-term, fundamental analysis approach to build customized portfolios and also provides ERISA-related services and investment oversight for plan sponsors.