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.

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.

Troy Langendoerfer is a financial advisor at Gladstone Wealth Partners with a Series 66 designation and four years of industry experience. He has previously worked at Private Advisor Group, LPL Financial, Crossroads Financial, Fidelity Deposit & Discount Bank, and The Honesdale National Bank. Gladstone Wealth Partners serves individuals, corporations, retirement plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

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.

Alan Puklin is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Oppenheimer, and Morse Asset Management. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of in-house discretionary investment management and advisor-managed solutions.

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.

James Paul III is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, LPL Financial, and Advantage Investment Management, LLC. In addition to his advisory role, he owns Paul's Tax & Planning Services LLC, where he provides CPA, bookkeeping, and tax preparation services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with investment approaches that include individual equities and bonds, mutual funds and ETFs, alternative investments, and tax-managed strategies.

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.

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 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.

Rodman Azar is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Jacobi Capital Management and affiliated with LPL Financial since 2011. Jacobi Capital Management serves 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” investment approach and provides clients with individualized investment playbooks and periodic reviews.

Richard Clark Jr. is a financial advisor with Jacobi Capital Management, LLC, holding CFP® and ChFC® designations and over 21 years of industry experience. His prior experience includes roles at Pillar Wealth Advisors, LPL Financial LLC, Hornor Townsend & Kent Inc, and Principal Financial Services. Outside of his advisory work, he serves as part-time CFO for Starr Tours. Jacobi Capital Management advises individual, institutional, and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment plans, integrating tactical and opportunistic portfolio strategies alongside algorithm-driven model allocations.

Eric Kumar is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 license and previously served in the United States Army from 2018 to 2022. Outside of advising, he also recruits and trains insurance agents and provides retirement planning services to clients approaching retirement. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Erica Harrison is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, she worked at The Assurance Group and previously managed operations at DePalmas Italian Cafe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.