Dylan Bond is a financial advisor at Bond Financial Group, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Global Financial Private Capital, LLC from 2014 to 2018. Outside of advisory services, he is involved in the sales and servicing of fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individual and high-net-worth clients, utilizing third-party sub-advisers for portfolio implementation and offering educational seminars on investments and personal finance.

Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and prior to joining Bond Financial Group, he worked at Kohl’s and Bob’s Stores. In addition to his advisory role, he is licensed as an insurance agent, selling and servicing fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individuals and high-net-worth clients, utilizing institutional sub-advisers for portfolio management. The firm also offers educational seminars on investments and personal finance and prepares comprehensive client-specific financial plans.