Daniel Mc Donough is a financial advisor at Jacobi Capital Management, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Jacobi Capital Management, he was self-employed for one year and worked at InProcess Consulting for seven years. He also serves as a domestic general partner involved in planning and analysis for Steinbeck Development Partnership, a real estate development entity. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary “fusion analysis” investment approach and integrates advisor-enhanced digital programs alongside traditional portfolio construction methods.

Christine Mc Casland is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Smith Barney and E*TRADE Securities. Jacobi Capital Management serves individual, institutional, and retirement plan clients with discretionary portfolio management and financial planning. The firm uses a proprietary investment process combining fundamental analysis with a multidisciplinary framework, offering tailored investment playbooks and access to diverse strategies and third-party model portfolios.

Kathleen Johnson is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, Cetera Wealth Services, and Principal Financial Services. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm uses a proprietary investment process combining fundamental analysis with a multidisciplinary framework, providing clients with individualized investment playbooks and portfolio strategies that include both traditional and alternative approaches.

Joseph Butcher is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 license and bringing 21 years of industry experience. He has been with Jacobi Capital Management since 2010 and previously worked at Merrill from 2004 to 2009. Jacobi Capital Management serves individual, high-net-worth, institutional, and retirement plan clients by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary investment process that integrates fundamental analysis with a multidisciplinary framework, offering customized investment strategies that include tactical and opportunistic allocations, margin, short sales, options, and third-party model portfolios.

William Medico III is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with Jacobi Capital Management since 2014, previously working at LPL Financial and New England Securities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm’s investment process integrates fundamental security analysis with a proprietary “fusion analysis” framework and employs individualized investment playbooks and periodic reviews to maintain suitability.

Peter Kizis is an investment advisory representative at Vicus Capital, Inc. with 34 years of industry experience. He has been with Vicus Capital since 2022 and also maintains long-standing roles at Cetera Wealth Services, LLC and IMG. In addition to his advisory work, Kizis is an insurance agent involved in the sale of life, accident, health, disability, annuities, and long-term care insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs both discretionary and non-discretionary approaches and offers a range of investment strategies, including core-satellite, momentum, ESG, and tax-loss harvesting, with a strong emphasis on retirement plan consulting and fiduciary services.

Kyle Bain is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Pillar Wealth Advisors, Llc and Hornor, Townsend & Kent, Inc. Bain is also engaged in providing investment advisory services through a registered investment advisor entity affiliated with Jacobi Capital Management. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes a proprietary “fusion analysis” investment framework and provides personalized investment playbooks tailored to each client’s needs.

Jason Maile is a financial advisor at Jacobi Capital Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, LLC, Renaissance Investment Consultants Holding Co., and WFG Investments, Inc. prior to his current roles. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes a proprietary investment process that combines fundamental security analysis with multidisciplinary “fusion analysis” and provides clients with individualized investment playbooks and diversified portfolios that may include tactical, opportunistic, and complementary strategies.

Brandon Costantino is a financial advisor with Jacobi Capital Management, LLC in Pittston, PA. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at LPL Financial and Janney Montgomery Scott LLC. Jacobi Capital Management provides portfolio management, financial planning, and consulting services to individuals, institutional clients, and retirement plans. The firm uses a proprietary investment process called “fusion analysis” and offers customized investment strategies that combine fundamental analysis with tactical and opportunistic approaches.

Timothy Yurek is a financial advisor with Jacobi Capital Management, LLC, holding a Series 63 designation and 17 years of industry experience. He has been with Jacobi Capital since 2008 and has previously worked at Linsco/Private Ledger Corp. since 1994. In addition to his advisory role, Yurek is an independent insurance agent offering a range of insurance products including life and health insurance. Jacobi Capital Management serves individual, high-net-worth, institutional, and retirement plan clients by providing discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm’s investment approach combines fundamental security analysis with a proprietary “fusion analysis” framework and customized investment playbooks tailored to each client.

Mary Hirthler is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. She has worked at Jacobi Capital since 2015 and is also associated with LPL Financial since 2014. Jacobi Capital Management serves individual, institutional, and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes a proprietary investment process that combines fundamental analysis with a multi-disciplinary framework and provides individualized investment plans with periodic reviews, incorporating a range of portfolio strategies including algorithm-driven models.

Stephen Salinger is a financial advisor with Jacobi Capital Management, LLC, holding a Series 63 credential and 25 years of industry experience. His prior work includes roles at LPL Financial, Mass Mutual Investors Services, MetLife Securities, MSI Services, Cetera Wealth Services, and Principal Financial Services. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework and provides individualized investment playbooks, sponsoring wrap fee programs and integrating advisor-enhanced digital portfolios through large custodians and third-party managers.

Troy Edwards is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Chancellor Financial Group WB LP and LPL Financial. Jacobi Capital Management advises individual, institutional, and retirement plan clients through discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm utilizes a proprietary investment process called “fusion analysis” and offers an advisor-enhanced digital program that integrates algorithm-driven portfolios under supervisory oversight.

Joseph Ciavarelli is a CFA® charterholder and holds Series 63 and Series 65 licenses with six 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 individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm employs a proprietary “fusion analysis” framework to tailor individualized investment playbooks across multiple portfolio sleeves, integrating an advisor-enhanced digital program alongside traditional and algorithm-driven strategies.

Jeffrey Clemente is a CFP® professional with 15 years of industry experience, currently serving at Jacobi Capital Management, LLC since 2015. Prior to joining Jacobi Capital, he worked at LPL Financial and VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and also serves as a public notary. Jacobi Capital Management advises individual, institutional, and retirement plan clients through discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm employs a proprietary “fusion analysis” investment process and provides clients with individualized investment playbooks and periodic reviews to maintain suitability.

Michael Bree is a CFP® and ChFC® credentialed advisor with 36 years of industry experience. He is currently with Jacobi Capital Management, LLC and has previously worked at firms including Penn Mutual Life Insurance Company, Pillar Wealth Advisors, and LPL Financial. Jacobi Capital Management advises individuals, including high-net-worth clients, institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a proprietary “fusion analysis” investment approach and sponsors wrap fee programs along with an advisor-enhanced digital program integrating algorithm-driven model portfolios.

Brandan Bree is an investment advisor at Jacobi Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Pillar Wealth Advisors, Atlas Private Wealth Advisors, and eMoney Advisor. Jacobi Capital Management serves individual, institutional, and retirement plan clients by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a proprietary investment approach combining fundamental analysis with a multidisciplinary framework and offers customizable portfolios, including wrap fee programs and advisor-supervised algorithm-driven models.

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 with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has previously worked at LPL Financial and MML Investors Services, as well as MassMutual. Jacobi Capital Management advises individuals, including high-net-worth clients, institutional, and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm’s investment approach combines fundamental security analysis with a proprietary fusion analysis framework, providing clients with individualized investment playbooks and periodic reviews to maintain suitability.

Andrew Avellan is a financial advisor with Jacobi Capital Management, LLC, holding the Series 66 designation and bringing 23 years of industry experience. His career includes long tenures at Equitable Advisors and Axa Advisors, with his current roles at Jacobi Capital Management and LPL Financial beginning in 2021. Jacobi Capital Management serves individual, high-net-worth, institutional, and retirement plan clients through discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm uses a proprietary “fusion analysis” investment approach and personalized investment playbooks, combining traditional and alternative strategies including margin, short sales, and algorithm-driven models under advisor oversight.