Jessica Kagin Tropea is a financial advisor with Auerbach Investment Services, LLC, holding Series 63 and Series 65 licenses and with four years of industry experience. Her prior roles include positions at Northwestern Mutual and Adam Gilson. She is also a licensed insurance producer, selling insurance policies alongside her advisory work. Auerbach Investment Services, LLC provides discretionary and non-discretionary investment management and pension consulting to individuals, corporations, and retirement plans, managing approximately $150.2 million in assets. The firm employs a range of investment strategies across various instruments and conducts ongoing assessments of clients’ risk tolerance and time horizons.

Kevin Auerbach is a financial advisor with Auerbach Investment Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Brookstone Capital Management, LLC and Ellis Investment Partners, LLC. In addition to his advisory work, Mr. Auerbach is involved with Narbitrader, LLC, a company that offers trading signals for investment decisions, and he is a licensed insurance agent in Pennsylvania. Auerbach Investment Services provides tailored investment management and pension consulting to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $150 million across about 51 client relationships, utilizing a range of portfolio models and instruments such as stocks, ETFs, options, futures, crypto, and leveraged/inverse ETPs.