Charles Dodds is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones, U.S. Bancorp Investments, and Merrill. Beyond his advisory role, Dodds serves as Vice President on the board of the PDN Children's Development Center, a nonprofit supporting children with autism and other learning disabilities. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, including pension consulting and services for charitable institutions. The firm offers discretionary and non-discretionary portfolio management through multiple platforms and uses a variety of investment vehicles to tailor client portfolios.

Richard Gopin is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and is the owner and president of Concordia Financial Group, Inc., where he is involved in the sales of life, disability, long-term care insurance, and fixed annuities. He has been with Madison Avenue Securities since 2005 and Concordia Financial Group since 2004. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of investment advisory services and account platforms, employing diverse analytical and allocation strategies.

Deborah Sims is a financial advisor at Madison Avenue Securities, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera and Summit Brokerage Services. She also dedicates time to helping federal employees understand benefits and retirement options through her ChFEBC designation. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies across discretionary and non-discretionary accounts.

Cindi Porter Rowe is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Madison Avenue Securities, LLC and has previously worked at Integrated Financial Planning Services, Alleron Investment Advisors, and Dempsey Lord Smith, LLC. Outside of her advisory role, she serves as president and financial planner at TeamWarc, Inc., where she provides financial planning and insurance services. Madison Avenue Securities, LLC offers 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 provides portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Joseph Duffey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Madison Avenue Securities since 2012 and is also the owner and insurance agent at Everest Financial, Inc., where he has been active since 2002. Additionally, he serves as a board member of the Rivers Breeze Community homeowners association. 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 portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment strategies.

Jay Kramer is a financial advisor with Madison Avenue Securities, LLC in Delray Beach, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at JS Financial and Madison Avenue Securities since 2018 and spent a year at Woodstock Financial Group prior to that. Outside of his advisory role, Kramer is a licensed notary public and holds positions related to insurance sales through affiliated entities. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms, serving clients with both discretionary and non-discretionary management approaches.

Rory Miller II is a financial advisor at Madison Avenue Securities, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial for nine years and National Planning Corporation for one year. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, along with pension consulting, college-savings assistance, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion across multiple advisory programs and uses a range of portfolio management strategies tailored to client goals and risk tolerance.

Michael Olsen is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Madison Avenue Securities since 2012. Madison Avenue Securities 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 variety of account platforms and investment approaches, including portfolio management, financial planning, pension consulting, and college-savings services.

William Skillender is a financial advisor at Madison Avenue Securities, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Broker Dealer Financial Services Corp from 2009 to 2017. Outside of his advisory role, he owns and operates William Skillender Wealth Management Tax Advisory, focusing on insurance products, and is involved in a book promotion venture as well as a Medicare partnership program. Madison Avenue Securities, LLC serves 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 through various account platforms and employs multiple investment strategies across discretionary and non-discretionary accounts.

Michael Erwin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Edward Jones for three years. He also served 19 years in the Kansas Army National Guard. Outside of his advisory role, Erwin is a member of the board of directors for the Museum of Kansas National Guard. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high‑net‑worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm employs multiple portfolio management approaches and offers both discretionary and non-discretionary options, serving approximately 14,000 clients through 91 advisors.

Christopher Leaverton is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 19 years of industry experience. He is the owner of Leaverton Life Financial, LLC, where he has directed daily operations since 2006. 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 account platforms and investment approaches through its network of investment adviser representatives.

Emil Brost Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at AE Wealth Management and Advisors Excel. Brost is also the host of a radio show called Common Sense Retirement Planning. 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.

Rick O'Neal is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously at Client One Securities, LLC. Outside of his advisory role, O'Neal owns businesses involved in annuities and insurance sales and serves as treasurer for a start-up credit union providing banking services in the Greater Kansas City area. He also presents educational workshops on taxes in retirement and Social Security and holds leadership roles including board chair of a nonprofit and president of a homeowners association. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and charitable institution support. The firm employs a multi-team approach using discretionary and non-discretionary portfolio management with a range of investment options and works through multiple custodial and platform relationships.

Tony Torbey is a financial advisor with Madison Avenue Securities, LLC and holds a Series 65 designation. He has five years of experience at Madison Avenue Securities and has operated Torbey Financial since 2004, where he is the owner and an insurance agent specializing in life, health, and annuity sales. He also serves as co-owner of Senior Advisors of Illinois and works as a sales trainer for Castle Exteriors, a roofing contractor company. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages about $2.0 billion for roughly 14,000 clients through multiple wrap programs, third-party manager relationships, and advisor-managed models.

Mary Holevinski is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. She has been with Madison Avenue Securities since 2011 and has owned Holevinski Financial Services since 1973. Outside of advisory work, she serves as a board member for the North Central Jersey National Association of Insurance and Financial Advisors and works as an independent realtor associate. 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 organizations. The firm offers both discretionary and non-discretionary portfolio management through various models and third-party managers.

Marius Anuzis is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Madison Avenue Securities and Stokes Wealth since 2020, with prior roles at Bank of America and Merrill. Anuzis serves as the executive director of the Next Generations Project, an educational foundation focused on Holocaust remembrance, and is the president of the Michigan State University Alumni Association Board. 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 consulting services for pension, college savings, and charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple advisory platforms and diversified investment strategies.

Wesley Palmer is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Madison Avenue Securities since 2017 and previously at Capital Investment Group, Inc. from 2015 to 2017. Outside of his advisory role, Palmer is involved in fitness coaching and workout design through Virtual Gym, LLC and Team Kattouf Affiliate. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and financial planning services across multiple account platforms, employing various analytical and allocation strategies.

Bryce Veazey is an advisor at Madison Avenue Securities, LLC with a Series 65 credential and no prior industry experience. He previously held roles outside the financial sector, including work at Royal Alaskan Movers and SSS Offroad. 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 institutions. The firm manages approximately $2.0 billion across multiple advisors, offering portfolio management through a variety of models and investment vehicles.

Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Bruce Beaty is a financial advisor at Madison Avenue Securities, LLC with eight years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at multiple firms including AE Wealth Management, Dynamic Planning Network, and Heartland Investment Advisory Services. Outside of his advisory work, he serves as a managing partner in investment-unrelated ventures such as R&B Ventures, LLC and Quail Holding, LLC. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options through various platforms and third-party managers. The firm also supports pension consulting, college-savings assistance, and services for charitable organizations.