Jason Maile is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial, Renaissance Investment Consultants Holding Co., and WFG Investments, Inc. He is based in Pittston, PA. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a multidisciplinary “fusion” approach and constructs portfolios using tactical, opportunistic, and complementary sleeves, employing various strategies within disclosed risk limits.

Brandon Costantino is a financial advisor at Jacobi Capital Management, LLC with one year of industry experience. He holds a Series 66 credential and has previously worked at Janney Montgomery Scott LLC and LPL Financial. Jacobi Capital Management provides discretionary investment management and financial planning services to a diverse client base including individuals, pensions, trusts, and charitable organizations. The firm employs a multi-disciplinary “fusion” analysis that integrates finance, engineering, psychology, and history to create tailored investment strategies, with offerings that include ETFs, mutual funds, and equity options.

Timothy Yurek is a financial advisor with Jacobi Capital Management, LLC, holding a Series 63 designation and 16 years of industry experience. He has been with Jacobi Capital Management since 2008 and has worked at Linsco/Private Ledger Corp. since 1994. Outside of his advisory role, he is involved as an independent insurance agent selling various life, disability, and health insurance products. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a multidisciplinary “fusion” approach and constructs portfolios using tactical, opportunistic, and complementary strategies, incorporating risk management and advisor-enhanced algorithmic programs.

Roland Greco is a financial advisor at Impact Partnership Wealth, LLC with 27 years of industry experience. He holds a Series 66 designation and has held roles at firms including Madison Avenue Securities and J.W. Cole Financial. Outside of investment advising, he consults with families on college planning through College Planning Advisors. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of investment strategies and a broad affiliated-entity ecosystem.

Mary Hirthler is a financial advisor at Jacobi Capital Management, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Jacobi Capital Management since 2015 and LPL Financial LLC since 2014. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a fusion approach integrating finance, engineering, psychology, and history to create individualized investment playbooks and employs a range of tactical and option strategies within defined risk parameters.

Stephen Salinger is a financial advisor at Jacobi Capital Management, LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC, MML Investors Services, LLC, and MetLife Securities Inc. since 2012. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, providing financial planning and portfolio management with a fundamental security analysis approach. The firm employs a “fusion” methodology that integrates finance, engineering, psychology, and history, offering tailored investment strategies and an advisor-enhanced algorithmic program with automated tax harvesting.

Troy Edwards is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Chancellor Financial Group WB LP and The Canning House. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, providing financial planning, consulting, and traditional portfolio management. The firm employs a fusion investment approach combining finance, engineering, psychology, and history, and offers access to multiple programs through LPL and third-party platforms.

Joseph Ciavarelli is a CFA® charterholder with five years of industry experience. He is currently with Jacobi Capital Management, LLC and LPL Financial, having previously worked at Coho Partners and Columbia Management Investment Distributors Inc. Jacobi Capital Management advises individual, institutional, and retirement clients on a limited discretionary basis, offering financial planning and consulting alongside portfolio management. The firm employs a blend of fundamental analysis and interdisciplinary models, constructing portfolios with tactical and opportunistic strategies, including the use of options and margin within defined risk limits.

Alan Puklin is a financial advisor with Capital Analysts holding Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Ameriprise, Oppenheimer, and Morse Asset Management, as well as consulting engagements. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jeffrey Clemente is a CFP® professional with 15 years of experience in financial advisory. He has been with Jacobi Capital Management, LLC since 2015 and also maintains a role with LPL Financial dating back to 2012. Outside of his investment advisory work, he serves as a public notary. Jacobi Capital Management provides discretionary investment management and financial planning services to individuals, pensions, retirement plans, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs a multi-disciplinary investment process that integrates finance, engineering, psychology, and history to develop tailored portfolios using a variety of financial instruments and documented risk limits.

Michael Bree is a financial advisor with Jacobi Capital Management, LLC, holding the CFP® and ChFC® designations and over 35 years of industry experience. His prior roles include positions at LPL Financial, Penn Mutual Life Insurance Company, Pillar Wealth Advisors, LLC, and Hornor Townsend & Kent Inc. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, offering financial planning and portfolio management. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax-harvesting and explicit risk controls.

Brandan Bree is an advisor at Jacobi Capital Management, LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at LPL Financial, Pillar Wealth Advisors, Atlas Private Wealth Advisors, and eMoney Advisor. Jacobi Capital Management provides discretionary investment management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs a multi-disciplinary “fusion” analysis blending finance, engineering, psychology, and history to create individualized investment playbooks implemented through diversified portfolio strategies.

Linda Suda is an advisory representative at Vicus Capital, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with IMG, Inc., Cetera Wealth Services, LLC, and Vicus Capital since 2001. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers a range of investment strategies and places emphasis on retirement-plan consulting and fiduciary services.

Karen Darby is a financial advisor at Jacobi Capital Management, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, MML Investors Services, and MassMutual. In addition to her advisory role, she is also involved in selling non-variable insurance products such as life and disability insurance. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, offering financial planning, consulting, and portfolio management services. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history, constructing portfolios across multiple strategies with defined risk constraints.

John Fazzini is a CFP® with eight years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2017. Prior to this, he worked at King's College from 2014 to 2017. He is also president of John P Fazzini & Associates LLC, where he is involved in the sale of insurance and fixed indexed annuities. 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 its network of investment adviser representatives.

Andrew Avellan is a financial advisor at Jacobi Capital Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. Avellan also operates Avellan Financial Inc., a business entity for tax and investment purposes. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a multidisciplinary “fusion” approach and constructs portfolios using tactical, opportunistic, and complementary strategies, including various option techniques within defined risk limits.

Rodman Azar is a financial advisor at Jacobi Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Jacobi Capital Management and LPL Financial since 2011. Jacobi Capital Management serves individuals, including high-net-worth clients, as well as institutional and retirement accounts, providing financial planning, consulting, and traditional portfolio management. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history to create individualized investment strategies, utilizing both algorithmic programs and hands-on oversight.

Richard Clark Jr. is a CFP® and ChFC® with 21 years of experience in the financial industry. He is currently with Jacobi Capital Management, LLC and has held prior roles at Pillar Wealth Advisors, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves part-time as CFO for Starr Tours. Jacobi Capital Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pensions, trusts, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates finance, engineering, psychology, and history to create tailored portfolios, and offers access to various third-party investment programs through LPL.

Eric Kumar is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining the firm, he served four years in the United States Army and worked at Eastern University. Kumar is also a field manager who recruits and trains insurance agents and assists clients approaching retirement with goal planning and recommendations. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Erica Harrison is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at The Assurance Group and Tailored Brands, as well as eight years at DePalmas Italian Cafe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm operates through an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.