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.

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.

Troy Langendoerfer is a financial advisor with Gladstone Wealth Partners, holding a Series 66 license and four years of industry experience. He has worked previously at Private Advisor Group, LLC, and has been associated with LPL Financial and Crossroads Financial. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies and third-party resources, and it offers discretionary portfolio management and specialized retirement plan services.

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.

Owen Edwards III is a financial advisor at Royal Fund Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Fund Management since 2015. Edwards also operates Edwards Investments, LLC, an insurance and annuity business active since 2004. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and participant-level 401(k) advice, employing a range of investment strategies and managing approximately $1.55 billion in assets.

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.

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 worked at firms including LPL Financial, Private Advisor Group, and Advantage Investment Management. Outside of his advisory roles, he owns Paul's Tax & Planning Services LLC, where he serves as a CPA, bookkeeper, and tax preparer. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and technology to serve clients across discretionary portfolios and qualified plans.

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.

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.

Scot Ahearn is an Investment Advisor Representative at Blackridge Asset Management, LLC with 39 years of industry experience. He has worked at Blackridge since 2019 and previously at Independent Solutions Wealth Management, LLC from 2015 to 2018. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process involving model portfolios and third-party managers and has recently expanded its sub-advisory services to third-party RIAs.

Erica Harrison is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials. She has experience working at Empower Financial Services and The Assurance Group, and previously spent 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, delivering services through integrated platforms that emphasize long-term portfolio returns and annual rebalancing.

Alexander Pucilowski is a financial advisor with Janney Montgomery Scott in Moosic, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at CNL Securities Corp. and AXA Distributors, LLC, as well as service in the Florida Army National Guard. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house portfolio management, third-party managers, and multiple advisory programs, and offers brokerage, financial planning, and consulting services.