Luke Kutzer is a financial advisor with BCG Securities, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, his experience includes positions in retail and service industries. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm utilizes written investment policy statements and employs a mostly non-discretionary approach, incorporating independent third-party managers and a variety of investment analyses.

Hal Caprara is a financial advisor at BCG Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Capital Analysts and Lincoln Investment. Outside of his advisory role, Caprara owns and operates Landmark Tax & Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services to businesses and individuals. BCG Securities serves institutional retirement plans and individual clients, primarily those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and typically implements recommendations on a non-discretionary basis while utilizing independent third-party managers and a range of analytical approaches.

Gary Latuszewski is a financial advisor at BCG Securities, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Lincoln Investment and Capital Analysts. Outside of his advisory role, he owns Landmark Tax and Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services. BCG Securities serves institutional retirement plans and individual clients with accounts typically over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Gary Latuszewski Jr. is a financial advisor at BCG Securities, Inc. with three years of industry experience and holds a Series 66 designation. He has been associated with BCG Securities since 2022 and also works as a tax accountant at TAS Tax and Accounting Services, providing tax preparation, payroll, bookkeeping, and general accounting services. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm focuses on tailored investment recommendations, often on a non-discretionary basis, and incorporates independent third-party manager analysis alongside fundamental and technical approaches.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has held roles at BCG Securities since 2017 and has been affiliated with Hart, McConahy & Martz, Inc. since 1993, where he serves as president. Outside of his advisory work, Martz is an independent insurance agent and serves as vice president of a local condominium association. BCG Securities serves institutional retirement plans and individual clients, typically with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes written investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytic approaches across various strategies.