Shawn Mullarkey is a financial advisor at Taylor Securities Services, Inc. with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Brookstone Capital Management and Tap N' Atk Games. He is also involved in insurance sales through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides investment management to individuals and high-net-worth clients through its Wrap Fee Program, offering discretionary portfolio construction, ongoing monitoring, and the option to allocate client accounts to independent third-party managers. The firm predominantly utilizes mutual funds and ETFs and incorporates alternative strategies and derivatives in separately managed accounts.

Matthew Taylor is a CFP® with 18 years of industry experience, currently serving at Taylor Securities Services, Inc. since 2020. He previously worked at Brookstone Capital Management LLC for 13 years and has been president and owner of Taylor Retirement Services, Inc. since 2003, where he dedicates time to insurance education and sales. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program, focusing on mutual funds, ETFs, and hedged equity funds with a long-term investment approach. The firm also employs options and derivatives in client accounts and manages roughly $153 million in discretionary assets.

Janet Lowe is a financial advisor at Taylor Securities Services, Inc. with 24 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Members 1st Federal Credit Union, Invest Financial Corp., and Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent and devotes significant time to insurance education and sales through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides investment management to individuals and high-net-worth clients through its Wrap Fee Program, offering discretionary portfolio construction, monitoring, and the option to allocate assets to third-party managers. The firm typically uses mutual funds, ETFs, and alternative strategies, combining portfolio management with supervisory oversight.

Adam Korhut is a financial advisor at Taylor Securities Services, Inc. with one year of industry experience. He holds a Series 65 credential and has prior experience at State Farm Agency from 2014 to 2019. In addition to his advisory role, Korhut provides insurance-related financial services through Taylor Retirement Services, focusing on indexed annuities and insurance investment vehicles. Taylor Securities Services, Inc. offers discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program. The firm emphasizes mutual funds and ETFs, including the use of derivatives, and manages approximately $153 million in assets across its client base.