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Joy F

Series 66

San Diego, CA

Madison Avenue Securities, LLC

Joy Funk is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Madison Avenue Securities, LLC and previously held roles at CUSO Financial Services, LP and Centurion Counsel, Inc. Outside of her advisory work, she provides operational and trading support at AE Financial Services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans. The firm offers a range of investment advisory and consulting services with multiple account platforms and employs various analytical and allocation approaches.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Thomas F

CFP®, PFS™, Series 66

Ocean View, NJ

Madison Avenue Securities, LLC

Thomas Fitzpatrick is a CFP® and PFS™ with 18 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. Fitzpatrick also serves as a CPA at Fitzpatrick, Bongiovanni & Kelly, P.C., where he performs tax preparation and financial planning. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, pension consulting, and college-savings services through multiple account platforms and programs.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Lamont C

Series 63, Series 65

Prairie Village, KS

Madison Avenue Securities, LLC

Lamont Chandler is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Madison Avenue Securities since 2006 and owns Chandler Financial Group, which provides insurance and annuities services. Outside of finance, he owns a construction company and serves on the boards of local construction industry nonprofit organizations. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and provides a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Patrick K

ChFC®, Series 63, Series 65

Woodridge, IL

Madison Avenue Securities, LLC

Patrick Keenan is a financial advisor at Madison Avenue Securities, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Madison Avenue Securities, he worked at Sagepoint Financial, Inc. for 14 years and OSAIC for 2 years. He is also president of Financial Security Consultants, Inc., an insurance sales and services firm. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jonathan G

Series 66

Macon, GA

Madison Avenue Securities, LLC

Jonathan Gilbert is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Security First Asset Management and Midsouth Community FCU. Outside of finance, he has experience as a missionary volunteer and worked with community organizations including a local country club and a collegiate university. Madison Avenue Securities serves individual and high-net-worth clients, providing investment advisory and brokerage services along with pension consulting, college savings assistance, and services for charitable institutions. The firm employs multiple portfolio management approaches and works through a combination of advisor-managed models and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jessica P

Series 66, Series 65

San Diego, CA

Madison Avenue Securities, LLC

Jessica Passier is a financial advisor with Madison Avenue Securities, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at Girard Securities from 2014 to 2018 before joining Madison Avenue Securities in 2018. Outside of her advisory role, she works part-time as a server and bartender for an event service company. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients through multiple advisory models that include discretionary and non-discretionary portfolio management.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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James S

CFP®, Series 63

Orlando, FL

Madison Avenue Securities, LLC

James Stokes is a CFP®-designated financial advisor with Madison Avenue Securities, LLC in Orlando, FL, bringing 39 years of industry experience. He has been affiliated with Madison Avenue Securities since 2006 and has also led JAS Financial Group, Inc. DBA Stokes Wealth since 2009. Outside of his advisory work, he owns a family cattle and timber operation called Bar Snake Farms. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and financial planning services through multiple platforms and strategies.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Bradley F

Series 63, Series 65

Evansville, IN

Madison Avenue Securities, LLC

Bradley Ford is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously spent 13 years at USA Financial Securities Corporation. Ford is also president of Vineyard Financial Inc., where he oversees sales of life insurance, fixed annuities, and long-term care solutions. Additionally, he serves on the board of directors for Community Worship Arts, Inc., a nonprofit para-church ministry. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Laura M

Series 63, Series 65

San Diego, CA

Madison Avenue Securities, LLC

Laura Malechuk is a financial advisor with Madison Avenue Securities, LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at CUSO Financial Services, LP and Foresters Equity Services, Inc. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Clinton G

Series 63, Series 65

Santa Rosa Beach, FL

Madison Avenue Securities, LLC

Clinton Gharib is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, and J P Turner & Company Capital Management. He is involved in teaching financial planning classes at the Heartland Institute of Financial Education. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and services for charitable organizations. The firm manages approximately $2.0 billion across multiple advisory programs, offering both discretionary and non-discretionary portfolio management through a range of investment vehicles and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Martin M

Series 63, Series 65

San Diego, CA

Madison Avenue Securities, LLC

Martin Mcnees is a financial advisor at Madison Avenue Securities, LLC with 27 years of industry experience. He has been with Madison Avenue Securities since 2005. Mcnees holds Series 63 and Series 65 licenses and also serves as president of AE Financial Services, a broker-dealer. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple portfolio management options and sub-advisers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Phillip A

Series 63, Series 65

Greenville, SC

Madison Avenue Securities, LLC

Phillip Allen is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Capital Investment Group, Inc. from 2004 to 2017. Outside of his advisory work, Allen hosts two radio shows, one focused on retirement planning and another faith-based program, and manages a farm in Greenville. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services across multiple account platforms, utilizing various investment and allocation strategies.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Diane B

Series 63, Series 66

Ocean View, NJ

Madison Avenue Securities, LLC

Diane Beamer is a financial advisor at Madison Avenue Securities, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PFS Capital Management and Oxford Retirement Advisors. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Randal A

Series 63, Series 65

San Diego, CA

Madison Avenue Securities, LLC

Randal Atwell is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with Madison Avenue Securities since 2007 and operates Randal L. Atwell Insurance Services, Inc., where he provides insurance product evaluations and reviews. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, offering investment advisory, portfolio management, and financial planning services with approximately $2.0 billion in assets under management.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Sebastian S

Series 66

Evansville, IN

Madison Avenue Securities, LLC

Sebastian Sedlaczek is a financial advisor with Madison Avenue Securities, LLC and holds a Series 66 designation. He has been in the industry since 2024, with prior experience at Griswold Consulting and CRST Specialized Transportation. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages about $2.0 billion for nearly 14,000 clients through various portfolio management approaches and multiple custodial and platform relationships.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Vilayphone F

Series 63, Series 66

San Diego, CA

Madison Avenue Securities, LLC

Vilayphone Fixsen is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Madison Avenue Securities since 2008. Outside of her advisory role, she is involved in construction as a treasurer and office administrator for BuildingLegacy Contracting. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through multiple account platforms and programs.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jeffrey T

Series 63, Series 66

Albuquerque, NM

Madison Avenue Securities, LLC

Jeffrey Thompson is a financial advisor with Madison Avenue Securities, LLC, based in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Mirau Capital Management, Bank of America, and Merrill Lynch. He is involved with the New Mexico Ice Hockey Foundation, a nonprofit organization supporting youth hockey. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and working with multiple custodial platforms and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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David K

Series 66

Lenexa, KS

Madison Avenue Securities, LLC

David Koehler Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 66 designation. He has 15 years of industry experience and has previously worked at firms including Waddell & Reed, Inc. and LPL Financial, LLC. Outside of his advisory role, he is also involved with Kansas City Bier Company as a server and bartender. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion through a multi-team approach, utilizing a range of portfolio management strategies and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Todd L

CFP®, Series 63, Series 65

Winter Park, FL

Madison Avenue Securities, LLC

Todd Labellman is a financial advisor at Madison Avenue Securities, LLC with 12 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to his current role, he has been associated with Anders & Anders Financial Group, Inc. since 2016. Outside of his advisory work, he owns and manages Labelle Fur Co., a retail outerwear business. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and support for charitable institutions. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed and third-party models.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Chadwick P

Series 63, Series 66

Macon, GA

Madison Avenue Securities, LLC

Chadwick Payne is a financial advisor with Madison Avenue Securities, LLC, based in Macon, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Madison Avenue Securities since 2008 and also owns Chad Payne Financial Services, where he is involved in the sales and service of life, health, and Medicare supplement insurance as well as annuity products. Additionally, he serves as Chief Operating Officer of William Danner Agency, which focuses on investments and insurance. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion across various advisory programs and utilizes both discretionary and non-discretionary portfolio management with a range of investment options.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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