Robert Batick Jr. is a financial advisor with The Patriot Financial Group, LLC in Guilford, CT. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior firms include RBC Capital Markets and Citigroup Global Markets. He is also involved with Whitfield Retirement Services, LLC and Riverside Retirement Advisors. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios to client goals and risk tolerance, employs a range of investment options, and monitors accounts using multiple analytical approaches.

Margaret Kuchan is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Northwestern Mutual, Minnesota Life Insurance Company, and The Standard. She also operates a separate business, Arranged by MK, LLC. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuity products.