Jack Kennedy is a financial advisor at JB Meridian Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with JB Meridian Advisors since 2010. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small-business owners, and various entities such as pensions, trusts, and estates. The firm manages approximately $31.9 million across about 163 client accounts, offering portfolio management and financial planning services with an emphasis on minimum-variance efficient frontier modeling and tailored Investment Policy Statements.

Peter Giacona Jr. is a financial advisor at JB Meridian Advisors, LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with JB Meridian Advisors since 2011. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small business owners, and various entities including trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with tailored financial planning services, using a structured interview process and minimum-variance efficient frontier modeling to set diversified, risk-managed asset allocations.