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Scott G

CFA®, Series 63

Milford, PA

Biondo Investment Advisors LLC

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Ariel K

Series 63, Series 66, Series 65

Milford, PA

Biondo Investment Advisors LLC

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. He holds Series 63, Series 65, and Series 66 registrations. Biondo Investment Advisors provides investment supervisory services and financial planning to both individual and institutional clients, including high-net-worth individuals. The firm emphasizes fundamental and technical analysis in its discretionary portfolio management and offers multiple levels of financial planning tailored to client assets and needs.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Nicole D

Series 65, Series 63

Milford, PA

Biondo Investment Advisors LLC

Nicole Dutkus is a financial advisor at Biondo Investment Advisors LLC with nine years of industry experience. She holds the Series 65 and Series 63 designations and has been with Biondo Investment Advisors and its affiliated entity, Biondo Asset Management, since 2013. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment process focuses on growth-oriented stock selection across capitalizations using fundamental and technical analysis, managing portfolios primarily on a discretionary basis through a variety of equity and ETF strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Luke B

Series 65

Milford, PA

Biondo Investment Advisors LLC

Luke Barbalich is a financial advisor with Biondo Investment Advisors LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Biondo Investment Advisors in 2021, he spent over two decades at Newton Medical Center, Atlantic Health System. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm’s investment approach combines fundamental stock analysis with technical methods and includes management of proprietary funds and government accounts.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Karl W

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Karl Wagner is a financial advisor at Biondo Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Biondo Asset Management, LLC from 2013 to 2017. Outside of advising, he is a part-owner of a restaurant and is involved in coordinating construction for a new office building. Biondo Investment Advisors LLC offers portfolio management and financial planning services to individual, high-net-worth, and institutional clients. The firm employs fundamental and technical analysis across market capitalizations and manages multi-strategy portfolios, including proprietary fund management and specialized services for government and investment company clients.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Alexandra T

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Alexandra Tallman Vigilante is a financial advisor at Biondo Investment Advisors LLC with 19 years of industry experience. She has been with Biondo Investment Advisors since 2005 and holds Series 63 and Series 65 licenses. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm emphasizes fundamental stock selection supplemented by technical analysis and offers co-managed multi-strategy portfolios, including options and modest leverage, distinguishing itself through its advisory role to the proprietary Biondo Focus Fund and management of investment companies and government accounts.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Joseph D

Series 65

Milford, PA

Biondo Investment Advisors LLC

Joseph Daly is a financial advisor at Biondo Investment Advisors LLC in Milford, PA, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Atlas Certified, Best Western Hotels, and Wyndham Hotels. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, a wrap-fee managed account program, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis with multi-strategy portfolio management and is notable for advising its proprietary Biondo Focus Fund and serving a diverse client base, including investment companies and government entities.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Casey P

CFP®, Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Casey Pisano is a CFP® professional with 14 years of industry experience, currently serving at Biondo Investment Advisors LLC since 2019. Prior to this, Casey worked at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to advisory work, Casey engages in insurance brokerage specializing in health, group benefits, life, annuities, long-term care, and disability insurance. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental stock selection complemented by technical analysis and risk profiling, managing portfolios primarily on a discretionary basis across diverse equity and ETF strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Joseph B

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has led his current firm since 2004 and previously worked with Biondo Asset Management, LLC from 2003 to 2017. Biondo Investment Advisors provides advisory and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients. The firm focuses on fundamental and technical analysis for discretionary portfolio management and offers tailored financial planning services across multiple strategies, including management of a proprietary mutual fund.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Jennifer J

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Jennifer Jarvis is a financial advisor at Biondo Investment Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Biondo-affiliated firms since 2007. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and a range of institutional clients. The firm’s investment approach emphasizes fundamental and technical analysis to manage discretionary equity and ETF portfolios across multiple strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Genevieve S

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Genevieve Sullivan Cornell is a financial advisor with Biondo Investment Advisors LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Biondo Investment Advisors since 2017 and previously worked at Biondo Asset Management LLC from 2004 to 2017. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, and institutional clients, including investment companies and government entities. The firm’s investment approach emphasizes fundamental stock selection across market capitalizations, supplemented by technical analysis and selective ETF use, and it manages multi-strategy portfolios with tools to assess suitability and execute strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Joseph B

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Biondo Investment Advisors LLC since 2004 and previously worked at Biondo Asset Management LLC. Outside of his advisory role, he is a member of BWB Holdings, LLC, where he coordinates and plans construction projects. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm emphasizes stock selection using fundamental and technical analysis and manages multi-strategy portfolios, including options and leverage, while serving proprietary funds and government entities.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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