Joseph Butcher is a financial advisor at Jacobi Capital Management, LLC with a Series 66 credential. He has been with Jacobi Capital Management and affiliated with LPL Financial since 2019. Prior to his advisory roles, his background includes positions at James Madison University, Luzerne Foundation, Newberry Estates Country Club, and Wyoming Seminary College Preparatory. Jacobi Capital Management serves individual, institutional, and retirement clients with financial planning and portfolio management, using a “fusion” investment approach that integrates finance, engineering, psychology, and history. The firm offers a range of strategies including tactical and opportunistic sleeves, with risk controls and an advisor-enhanced algorithmic program alongside traditional portfolio oversight.

John Mccarthy is a financial advisor at Jacobi Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jacobi Capital Management and LPL Financial LLC since 2015. Outside of his advisory role, he serves as a member of the Dallas Borough Council. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, providing financial planning and portfolio management. The firm employs a “fusion” investment approach blending finance, engineering, psychology, and history, and offers algorithmic programs with automated tax harvesting alongside hands-on oversight.

Anthony Martinelli is a financial advisor with Jacobi Capital Management, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Jacobi Capital Management since 2014 and also maintains an affiliation with LPL Financial. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, providing financial planning and portfolio management. The firm employs a “fusion” investment approach that integrates models from finance, engineering, psychology, and history, using individualized investment playbooks and a combination of tactical, opportunistic, and complementary portfolio sleeves.

Mathew Hammer is a financial advisor at Jacobi Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Renaissance Investment Consultants Holding Co, and WFG Investments, Inc. Outside of his advisory role, he is involved in non-variable insurance products such as life, long-term care, and fixed annuities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines traditional portfolio management with financial planning and consulting, using a “fusion” approach that integrates finance, engineering, psychology, and history to create individualized investment strategies.

April Lynn Vinciarelli is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. She holds a Series 66 designation and has been with Jacobi Capital since 2008. In addition to her advisory role, she works as an independent insurance agent specializing in life and long-term care products. Jacobi Capital Management provides discretionary investment management and financial planning to individuals, pensions, retirement plans, trusts, estates, charitable organizations, corporations, and municipal entities. The firm uses a multi-disciplinary investment approach that incorporates finance, engineering, psychology, and history to create individualized portfolios implemented across various strategies and asset types.

Michael Hirthler is a financial advisor with Jacobi Capital Management, LLC in Wilkes Barre, PA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Jacobi Capital Management since 2008 and has also worked at LPL Financial, LLC (formerly LINSCO/Private Ledger Corp.) since 1993. Jacobi Capital Management advises individual, institutional, and retirement clients on a limited discretionary basis, offering financial planning and consulting alongside portfolio management. The firm employs a “fusion” investment approach combining finance, engineering, psychology, and history, and utilizes both algorithmic programs and hands-on oversight within defined risk parameters.

Amy Lynott is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 10 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years before joining Jacobi Capital Management and LPL Financial LLC in 2018. Outside of her advisory role, she is a Pennsylvania Notary Public. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm employs a fundamental security analysis approach combined with a “fusion” methodology integrating finance, engineering, psychology, and history, and constructs portfolios using tactical, opportunistic, and complementary strategies within disclosed risk constraints.

Robert Rolland is a financial advisor at Jacobi Capital Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He has been with Jacobi Capital Management since 2018. Jacobi Capital Management advises individual, institutional, and retirement clients on a limited discretionary basis, offering financial planning and portfolio management. The firm employs a fundamental security analysis approach combined with a “fusion” methodology integrating finance, engineering, psychology, and history, and uses advisor-enhanced algorithmic programs alongside hands-on oversight.

Thomas Romanowski is a financial advisor at Jacobi Capital Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent selling various life and annuity products. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm uses a “fusion” approach that integrates finance, engineering, psychology, and history to create individualized investment strategies, employing a range of tactical and option strategies within defined risk constraints.

Daniel Mc Donough is a financial advisor at Jacobi Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at InProcess Consulting and as a self-employed professional. Outside of advising, he serves as a domestic general partner involved in planning and analysis for Steinbeck Development Partnership, a real estate development entity. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, providing financial planning and portfolio management with a limited discretionary mandate. The firm employs a “fusion” investment approach combining finance, engineering, psychology, and history, and uses an advisor-enhanced algorithmic program alongside traditional strategies within defined risk limits.

Christine Mc Casland is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney LLC, E*TRADE Securities, LLC, and Penbrick Wealth Strategies LLC. Outside of her advisory role, she is involved in property management through an investment-related rental property business. Jacobi Capital Management provides discretionary investment management and financial planning services to individuals, pensions, retirement plans, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs a multi-disciplinary “fusion” analysis combining finance, engineering, psychology, and history to create individualized investment strategies implemented through diverse portfolio sleeves and offers a no-fee estate-document creation service via the Trust & Will platform.

Kathleen Johnson is a financial advisor at Jacobi Capital Management, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Jacobi Capital Management advises individual, institutional, and retirement clients on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary investment approach. The firm offers financial planning, portfolio management, and access to wrap-fee programs and multiple LPL platforms.

Joseph Butcher is a financial advisor at Jacobi Capital Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Jacobi Capital Management since 2010, having previously worked at LPL Financial LLC starting in 2009. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a fusion approach that integrates finance, engineering, psychology, and history, constructing portfolios across tactical, opportunistic, and complementary sleeves while employing risk-managed strategies such as short sales, margin, and options.

William Medico is a financial advisor at Jacobi Capital Management, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with Jacobi Capital Management since 2014. Medico also has involvement in insurance services, including selling life and group health insurance. Jacobi Capital Management advises individuals, including high-net-worth clients, and institutional and retirement accounts on a limited discretionary basis, offering financial planning and consulting alongside portfolio management. The firm employs a “fusion” investment approach that combines finance, engineering, psychology, and history, and utilizes an advisor-enhanced algorithmic program with automated tax harvesting and explicit risk limits.

Michael Lovecchio is a CFP® professional with 13 years of industry experience. He has worked at Jacobi Capital Management, LLC since 2017 and previously held roles at LPL Financial LLC, Renaissance Investment Consultants Holding Co., and WFG Investments Inc. Outside of his advisory work, he is involved with MDL Advisory Services, LLC, a business entity for tax and investment purposes. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a “fusion” approach blending finance, engineering, psychology, and history, and constructs portfolios using tactical, opportunistic, and complementary strategies with defined risk constraints.

Kyle Bain is a financial advisor at Jacobi Capital Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Pillar Wealth Advisors, LLC and Hornor, Townsend & Kent, Inc. Bain provides investment advisory services through Jacobi Capital Management LLC, an independent registered investment advisor firm. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, offering financial planning, consulting, and portfolio management. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history, constructing portfolios with tactical, opportunistic, and complementary strategies within defined risk limits.

Jason Maile is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial, Renaissance Investment Consultants Holding Co., and WFG Investments, Inc. He is based in Pittston, PA. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a multidisciplinary “fusion” approach and constructs portfolios using tactical, opportunistic, and complementary sleeves, employing various strategies within disclosed risk limits.

Timothy Yurek is a financial advisor with Jacobi Capital Management, LLC, holding a Series 63 designation and 16 years of industry experience. He has been with Jacobi Capital Management since 2008 and has worked at Linsco/Private Ledger Corp. since 1994. Outside of his advisory role, he is involved as an independent insurance agent selling various life, disability, and health insurance products. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a multidisciplinary “fusion” approach and constructs portfolios using tactical, opportunistic, and complementary strategies, incorporating risk management and advisor-enhanced algorithmic programs.

Mary Hirthler is a financial advisor at Jacobi Capital Management, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Jacobi Capital Management since 2015 and LPL Financial LLC since 2014. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a fusion approach integrating finance, engineering, psychology, and history to create individualized investment playbooks and employs a range of tactical and option strategies within defined risk parameters.

Stephen Salinger is a financial advisor at Jacobi Capital Management, LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC, MML Investors Services, LLC, and MetLife Securities Inc. since 2012. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, providing financial planning and portfolio management with a fundamental security analysis approach. The firm employs a “fusion” methodology that integrates finance, engineering, psychology, and history, offering tailored investment strategies and an advisor-enhanced algorithmic program with automated tax harvesting.

Helena Benedetto Erman is a financial advisor with Jacobi Capital Management, LLC, holding a Series 65 credential and one year of industry experience. She has worked at Jacobi Capital Management since 2024 and previously at NorthStar Financial & Retirement Planning from 2019 to 2024. Outside of her advisory role, she is also involved in fixed insurance sales, including life, fixed annuities, and long-term care products. Jacobi Capital Management advises individuals, high-net-worth clients, and institutional accounts on a limited discretionary basis, offering financial planning, consulting, and portfolio management. The firm employs a “fusion” investment approach combining finance, engineering, psychology, and history, and utilizes both algorithmic programs and hands-on oversight in portfolio construction.

Troy Edwards is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Chancellor Financial Group WB LP and The Canning House. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, providing financial planning, consulting, and traditional portfolio management. The firm employs a fusion investment approach combining finance, engineering, psychology, and history, and offers access to multiple programs through LPL and third-party platforms.

Joseph Ciavarelli is a CFA® charterholder with five years of industry experience. He is currently with Jacobi Capital Management, LLC and LPL Financial, having previously worked at Coho Partners and Columbia Management Investment Distributors Inc. Jacobi Capital Management advises individual, institutional, and retirement clients on a limited discretionary basis, offering financial planning and consulting alongside portfolio management. The firm employs a blend of fundamental analysis and interdisciplinary models, constructing portfolios with tactical and opportunistic strategies, including the use of options and margin within defined risk limits.

Jeffrey Clemente is a CFP® professional with 15 years of experience in financial advisory. He has been with Jacobi Capital Management, LLC since 2015 and also maintains a role with LPL Financial dating back to 2012. Outside of his investment advisory work, he serves as a public notary. Jacobi Capital Management provides discretionary investment management and financial planning services to individuals, pensions, retirement plans, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs a multi-disciplinary investment process that integrates finance, engineering, psychology, and history to develop tailored portfolios using a variety of financial instruments and documented risk limits.

Michael Bree is a financial advisor with Jacobi Capital Management, LLC, holding the CFP® and ChFC® designations and over 35 years of industry experience. His prior roles include positions at LPL Financial, Penn Mutual Life Insurance Company, Pillar Wealth Advisors, LLC, and Hornor Townsend & Kent Inc. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, offering financial planning and portfolio management. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax-harvesting and explicit risk controls.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary “fusion” approach. The firm offers portfolio management, financial planning, and consulting services, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax harvesting.

Brandan Bree is an advisor at Jacobi Capital Management, LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at LPL Financial, Pillar Wealth Advisors, Atlas Private Wealth Advisors, and eMoney Advisor. Jacobi Capital Management provides discretionary investment management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs a multi-disciplinary “fusion” analysis blending finance, engineering, psychology, and history to create individualized investment playbooks implemented through diversified portfolio strategies.

Karen Darby is a financial advisor at Jacobi Capital Management, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, MML Investors Services, and MassMutual. In addition to her advisory role, she is also involved in selling non-variable insurance products such as life and disability insurance. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, offering financial planning, consulting, and portfolio management services. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history, constructing portfolios across multiple strategies with defined risk constraints.

Andrew Avellan is a financial advisor at Jacobi Capital Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. Avellan also operates Avellan Financial Inc., a business entity for tax and investment purposes. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a multidisciplinary “fusion” approach and constructs portfolios using tactical, opportunistic, and complementary strategies, including various option techniques within defined risk limits.

Rodman Azar is a financial advisor at Jacobi Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Jacobi Capital Management and LPL Financial since 2011. Jacobi Capital Management serves individuals, including high-net-worth clients, as well as institutional and retirement accounts, providing financial planning, consulting, and traditional portfolio management. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history to create individualized investment strategies, utilizing both algorithmic programs and hands-on oversight.

Richard Clark Jr. is a CFP® and ChFC® with 21 years of experience in the financial industry. He is currently with Jacobi Capital Management, LLC and has held prior roles at Pillar Wealth Advisors, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves part-time as CFO for Starr Tours. Jacobi Capital Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pensions, trusts, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates finance, engineering, psychology, and history to create tailored portfolios, and offers access to various third-party investment programs through LPL.