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Mark S

Series 63, Series 65

Sarasota, FL

M3 Advisory Group, LLC

Mark Scionti is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with M3 Advisory Group and its affiliated entities since 2015, including a two-year period at Integrated Wealth Concepts LLC. In addition to his advisory role, he is a licensed insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and group health insurance. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a disciplined investment approach focusing on risk control and diversification, combining active equity strategies with passive ETFs and incorporating independent managers to align portfolios with client risk profiles.

Wealth management General retirement planning Tax-loss harvesting
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Jake G

Series 66

Boston, MA

M3 Advisory Group, LLC

Jake Gigliotti is a financial advisor with M3 Advisory Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining M3 Advisory Group, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has experience working in the restaurant and bar industry. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a risk-controlled, disciplined diversification approach combining active equity strategies and passive ETFs, supported by technology tools like Riskalyze and Morningstar to align portfolios with client risk profiles.

Wealth management General retirement planning Tax-loss harvesting
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John J

Series 63, Series 65

Dover, MA

M3 Advisory Group, LLC

John Jeffries is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with M3 Advisory Group since 2011 and serves as a trustee for the Pratt Family Trust. Additionally, he is a member of the board of directors for Mobieus Systems and is a selectman for the Town of Dover. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk control and disciplined diversification, combining active equity strategies with passive ETFs, and incorporates Independent Managers as part of its offerings.

Wealth management General retirement planning Tax-loss harvesting
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Andrew M

Series 66

Boston, MA

M3 Advisory Group, LLC

Andrew Mazzola is a financial advisor at M3 Advisory Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network LLC, The Topline Strategy Group, and Fidelity Investments. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes risk control and disciplined diversification through active and passive strategies, incorporating independent managers and institutional trading resources.

Wealth management General retirement planning Tax-loss harvesting
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